Wealth Psychology Resources
On this page you will find articles and information related to the psychology of money and wealth.
The pursuit of wealth is not unique to today’s society. People have always desired to have money for various reasons. Humanity’s desire for wealth has created our collective money consciousness, which influences our relationship with money or wealth. Here you will find resources that will give you insights into the subject.
Navigating the Emotional Landscape of Wealth: Strategies for Successful Wealth Transfer Across Generations
Featuring Dr. Ronit Lami & Next Gen Family Member alongside Todd Benjamin, Former Financial Editor, CNN International I'm thrilled to share an...
Spears Best Family Business Advisers 2023
Dr Lami features in the 2023 list of Best Family Business Advisors in Spears. Listed as one of the top family business advisors and wealth...
Personal and Financial Well-Being Trends for 2025
In today’s fast-paced world, personal and financial well-being are more interconnected than ever. The way we manage money affects our mental health,...
The Future of Generational Wealth Transfer – Key Trends & Insights In 2025
We are in the midst of the largest intergenerational wealth transfer in history. Over the next two decades, an estimated $84 trillion will pass from...
Top Wealth Management Trends for 2025
Wealth management is rapidly evolving, influenced by economic shifts, technological advancements, and changing client expectations. The old-school...
Top Trends in Estate Planning for 2025
Estate planning has evolved significantly over the past decade, with new trends and legal shifts shaping how wealth is preserved and transferred. In...
Preparing the Next Generation for Wealth Transfer: Key Trends & Insights for 2025
Wealth transfer isn’t just about passing down money—it’s about preparing the next generation to manage, preserve, and grow that wealth responsibly....
Parents’ Relationship With Money and Its Impact on Children
Children learn about money long before they earn their first paycheck or open a bank account. Much of what they know is shaped by observing their...
Intergenerational Issues in UHNW Families
For ultra-high-net-worth (UHNW) families, wealth isn’t just about financial resources—it’s about legacy, identity, and responsibility. However, the...
Wealth Psychology: A Definition
Wealth is more than just numbers—it’s deeply tied to emotions, beliefs, and relationships. For ultra-high-net-worth (UHNW) families and individuals,...
How to Ensure UHNW Families Maintain Financial and Emotional Well-Being
For ultra-high-net-worth (UHNW) families, financial success often brings unique challenges. While managing wealth is a top priority, ensuring...
The Extent to Which Unhealthy Relationships With Money Can Hurt Family Members
Money is often seen as a tool for providing security, freedom, and opportunity. However, when families have unhealthy relationships with money, it...
Why Wealth Management is Shifting From Focusing on Returns to a More Rounded Approach
For decades, wealth management has been synonymous with achieving the highest returns. Success was measured in percentages and dollar signs, with...
How to Bypass the Myth About Psychology and Wealth Psychology and Understand Its True Value
Many people hold misconceptions about psychology, especially when it comes to wealth and its emotional impact. Some see psychology as unnecessary or...