by matt | Dec 14, 2023 | Blog, wealth transfer, Wealth transfer and family conflict
The transfer of wealth within families is a journey marked by much more than the exchange of assets. It is deeply interwoven with the fabric of family dynamics, where emotions, relationships, and long-held beliefs play a pivotal role. As a wealth psychologist, my...
by matt | Oct 6, 2023 | Blog, next gen wealth transfer, wealth transfer, Wealth transfer and family conflict
The inheritance of wealth goes beyond the mere transfer of financial assets. It’s a legacy that carries the family’s values, traditions, and commitments to the next generation. This process can be both exciting and challenging, requiring a thoughtful and...
by matt | Oct 2, 2023 | Blog, generational wealth transfer, Wealth transfer and family conflict
The transfer of family wealth across generations is not merely a transactional event; it’s a pivotal moment that shapes the individuals, the legacy, responsibilities, and future dynamics within a family. As a wealth psychologist, I’ve had the privilege of...
by toma | Aug 11, 2023 | Blog, conflict in family business, Family Business Consulting, generational wealth transfer, Wealth transfer and family conflict
Navigating the complexities of a family business can be challenging. With the mingling of familial ties and professional responsibilities, finding the right balance is crucial. Over the years, I have worked with several UHNW family businesses and observed how the...
by toma | Jul 13, 2023 | Blog, next gen wealth transfer, non financial well being, relationship with Money, The Psychology of Wealth Psychology, Wealth transfer and family conflict
Living harmoniously as a multi-generational family comes with its share of challenges, yet, when approached wisely, it can be a deeply rewarding experience. As a wealth psychologist, I have worked extensively with multi-generational families and have seen firsthand...
by toma | Jun 1, 2023 | Blog, Family Business Consulting, Media, next gen wealth transfer, Philanthropy, Succession Planning, Wealth transfer and family conflict
Succession planning 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 ingrained one’s identity can become with...