Next Generation Coaching & Mentoring
A Key To Your Success & Your Family’s Success
Wealth Psychology Across Generations: Consulting, Coaching, and Education Services
Dr. Ronit Lami specializes in the intricate psychology of wealth across generations. She offers a suite of services tailored to the unique dynamics and challenges faced by families, entrepreneurs, and ultra-high net worth individuals (UHNWI). Her approach is designed to ensure that wealth supports not just financial success but creates a legacy of emotional well-being and shared family values.
Consulting Services: Mastering Family Dynamics
Dr. Lami’s consulting services provide strategic insights and practical solutions to enhance communication, resolve conflicts, and synchronize family goals. She offers:
- Family Governance Structures: Dr. Lami helps families implement effective frameworks that promote transparency and fairness within family decision-making processes.
- Intergenerational Wealth Transfer: She facilitates smooth transitions of wealth by addressing both logistical and emotional aspects, ensuring that all generations are prepared and aligned.
- Customized Family Workshops: Dr. Lami conducts tailored workshops that address specific family needs, focusing on strengthening relationships and understanding the psychological impacts of wealth.
Coaching Services: Empowering Individuals and Families
Dr. Lami provides personalized coaching to empower individuals and families to manage their wealth consciously and purposefully:
- One-on-One Wealth Coaching: She offers private sessions that help individuals explore their relationship with wealth, uncover hidden biases, and develop healthier financial behaviors.
- Family Relationship Dynamics: Dr. Lami assists families in navigating the complex emotional landscapes that wealth can create, forming a deeper understanding and stronger family bonds.
- Succession Planning: She guides families through the sensitive process of planning for future generations, ensuring that transitions are not only financially sound but also emotionally supported.
Educational Services: Building Foundations for the Future
Education is a cornerstone of Dr. Lami’s practice. She believes that a well-informed individual or family stands the best chance of succeeding across multiple generations.
- Workshops and Seminars: Dr. Lami offers educational programs that cover a range of topics from basic financial literacy to advanced wealth management strategies.
- Tailored Educational Curriculums: For families looking to educate their younger members, Dr. Lami designs curriculums that integrate financial education with personal development.
- Public Speaking Engagements: A renowned speaker, Dr. Lami provides insights at conferences and private events, sharing her expertise on the psychology of wealth and its impact on personal and family dynamics.
“…It was working with Dr Lami that helped me to find my way into the family business. It was not easy and I could not have done it without her coaching.”
SA, Monaco
Research shows 70% of families fail to sustain their family wealth or family business. It is found that in 95% of cases this is due to a breakdown in communication and trust, unprepared heirs, and lack of vision. Only 5% is due to poor financial education.
Therefore, as a next generation family member personal development and education is an essential part of your success. As future owner, you must acquire the correct financial knowledge and information, as well as develop the emotional intelligence to be responsible stewards of your wealth.
Careful preparation in your development is absolutely vital to the successful evolution of your family, family business, your relationships or in sustaining your wealth.
Without it you may feel unequipped to handle it all. You may feel uncertain, lack confidence, encounter difficulties in handling effective business or professional communication, or be unclear about you place in the family system or business.
It is not uncommon, for raising generation family members, to experience these feelings. Dr Lami has worked with many next generation family businesses and wealth beneficiaries, and specializes in preparing them with her coaching, mentoring and personal development programs.
For more information please get in touch here →
Some of the ways Dr Lami can help next generation family members, beneficiaries and inheritors include:
Title
Business Skill Development
- Gaining the respect of employees
- Navigating the dynamics of relationships
- Establishing your personal identity
- Managing personal & family expectations
- Responsible stewardship
- Develop leadership skills
Personal Development and Wellbeing
- Resolve ambivalence about wealth
- Develop an empowered mental and emotional well being
- Developing self-confidence and self esteem
- Improve relationship with parents/authority/ family members
- Identify a career path
- Overcome the fear that you may never measure up
- Learn to negotiate employment and role expectations
- Learn about your relationship with money
- Overcoming feelings of loneliness, confusion, emptiness, anxiety, guilt, or inadequacy
General Skill Development
- Vocational exploration
- Learn to communicate in an effective way
- Family office or trustees’ matters
- Learn about the meaning of money and wealth
- Finding your purpose
Connect with Dr. Lami
Navigating the complex world of wealth management requires more than just financial acumen; it demands a deep understanding of the emotional and relational aspects that drive financial decisions. If you are looking to enhance your family’s financial dialogue or forge a path to a prosperous and harmonious financial future, Dr. Lami invites you to connect with her. Together, you can transform your approach to wealth management and legacy planning.