Wealth transfer is not just about the mere movement of assets from one individual or generation to another. It’s an intricate process that encapsulates financial strategies, family values, and emotional dynamics. Successful wealth transfer is when this process...
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...
Estate planning is a critical aspect of wealth management, especially for ultra-high-net-worth (UHNW) individuals. However, even the wealthiest among us can fall prey to common pitfalls. As a wealth psychologist, I have seen how these mistakes can lead to unnecessary...
As a wealth psychologist, I have had the privilege of working with numerous families in their quest to nurture a financially aware, responsible, and empowered next generation. Guiding the successors of family wealth is as much about preparing them to manage the...
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...
