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...
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...
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...
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 wealth, with our children, and with...
Our relationship with money starts in our childhood. Our parent’s money and others cause us to form unconscious beliefs, “money narratives”, as we grow up. These stay in our unconscious and drive our success later. Often, they limit us from achieving greater...
