Wealth Wisdom for a Well-Lived Life

Dr. Ronit Lami | Global Expert in Generational Wealth PsychologyTM

Translating Wealth Into Legacy, Leadership & Lasting Connections 

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Fostering Transformation Through Our Wealth Psychology Core Offerings:

  • Ultra-Elite Processes: 360° engagements for deep, lasting transformation across generations.
  • Generational Wealth Psychology™: A propriety method  to help you transelate wealth into enduring legacy, visionary leadership, and meaningful relationships.
  • Family Business & Family Dynamics Advisory: Resolving tensions to improve performance and preserve relationships.
  • Wealth Transfer Readiness: Preparing families for seamless emotional and financial transitions.
  • Executive & Educational Programs: Tailored learning for families, advisors, and institutions.
  • Legacy Architecture: Building legacies that are emotionally grounded and financially sound.

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“Dr Lami has delivered outcomes that have reversed years of unhealthy behaviours by helping us understand the complex psychologies behind our relationships with each other and with wealth.”

Family & Family Business Advisory

Dr. Lami helps families enhance communication, resolve conflict, and align across generations.

 

  • Family Relationship Dynamics: Address the emotional complexities of wealth, fostering deeper understanding, trust, and lasting connection.
  • Family Governance: Build fair, transparent structures for effective decision-making.
  • Customized Workshops & Retreats: Tailored sessions to strengthen relationships and address wealth-related dynamics.

Ultra Elite Process for Individuals and Families

The Legacy ReCode™: A year-long, bespoke process to align wealth with values, relationships, and legacy: 

  • Generational Wealth Psychology: Transelate wealth into legacy, Leadership & Lasting Connections. 
  • Succession: Ensuring that transitions are not only financially sound but also emotionally supported. 
  • Emotional & Financial Wealth Transfer, what families miss that money can’t fix: Navigate the emotional and logistical complexities of passing on wealth, ensuring readiness and alignment across all generations.

Speaking, Teaching & Education Programs

Understanding the intricacies of Wealth Psychology is key to lasting success.

  • Workshops & Seminars: Engaging programs on the psychology of wealth, designed for families, advisors, and institutions.

  • Tailored Family Curriculums: 
    Educational journeys for family members, especially the rising generation, to ensure responsible wealth stewardship and long-term preservation.

  • Speaking Engagements: Delivering thought leading talks at conferences and private events.

Dr Lami speaking engagements

20+ Years

of Global Expertise

$3 Billion+

in Wealth Transferred

Over 400+

Clients Transformed

500+ Published

Insights & Tools

Wealth Psychology News & Updates

 

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