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.
“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.
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Workshops & Seminars: Engaging programs on the psychology of wealth, designed for families, advisors, and institutions.
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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
When Silence Costs Millions: How Avoiding Wealth Conversations Undermines Legacy
For many ultra-high-net-worth families, silence is seen as a shield. Parents believe withholding...
Preparing Heirs for More Than Money: Emotional Readiness in Wealth Transfer
Much has been written about preparing heirs to manage wealth. Financial literacy courses,...
Family Business, Family Bonds: Wealth Strategies That Protect Both
For many ultra-high-net-worth families, the family business is more than an enterprise. It is a...
The Next Generation Challenge: Preparing Heirs Beyond Inheritance
A record wealth transfer is underway. Over the coming decades, trillions will pass from one...
From Fortune to Future: Financial Legacy Planning that Honors Values
When ultra-high-net-worth individuals think about legacy, the first thought often revolves around...
Beyond Numbers: The Psychology of Wealth Management for UHNW Families
We often think of wealth management as a matter of strategy, spreadsheets, and sound investments....


