Succession planning for businesses, especially family-owned ones, is a complex process that involves not just financial and operational aspects but emotional ones as well. As a wealth psychologist who counsels UHNW families and individuals, I understand how deeply...
In the grand tapestry of human life, wealth—its accumulation, preservation, and most importantly, its transfer—has played a pivotal role in shaping family dynamics, particularly in the realm of family businesses. Generational differences in perceptions and values can...
Estate planning is both a practical and emotional process. Often with children and inheritance, the idea of when and how to give our money away can make us feel uneasy. It evokes various feelings and highlights our relationship with money, with our children, and with...
Do your parents’ money attitudes interfere with your success? Our relationship with money starts in our childhood. Our parents and others cause us to form unconscious beliefs, “money narratives”, as we grow up. These stay in our unconscious and drive our success...
