Family Wealth

Challenges of Money and Wealth

Families, Couples and Individuals

There is no shortage of people who can advise on investments or ways to save money. However, as the needs of family offices and UHNW have become more complex, it is important to understanding the “non-financial” aspects of wealth management alongside the fiscal ones.

The challenges faced by affluent families involve more than investments’ or good estate planning. Above all, these challenges require an understanding of the beliefs, attitudes and feelings that drive those decisions and the impact they would have on the generations.

This is why Dr Lami offers her ‘Family Office Services’ to facilitate, support and guide clients to constructively navigate the non-fiscal aspects of wealth management and the family lives, in a confidential, safe and secure environment.

Services offered:

  • Family Wealth Coaching
  • Wealth Psychology
  • Family Business Consulting
  • Non fiscal estate planning
  • Pillars for Wealth Parenting © Program

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Phone: US +1.310.626.0218 | UK + 44.20.7467.8300