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 Generational Wealth Psychology: 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...
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 financial details will “protect” their children...
Preparing Heirs for More Than Money: Emotional Readiness in Wealth Transfer
Much has been written about preparing heirs to manage wealth. Financial literacy courses, investment education, business apprenticeships, all of...
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 living symbol of identity, achievement, and...
The Next Generation Challenge: Preparing Heirs Beyond Inheritance
A record wealth transfer is underway. Over the coming decades, trillions will pass from one generation to the next. For ultra-high-net-worth...
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 wealth preservation. How do we ensure the assets...
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. But for ultra-high-net-worth families, wealth is...
The Psychology Behind Investment Decisions: Why Even the Wealthy Make Risky Moves
Even at the highest levels of wealth, investment decisions are rarely just about numbers. In fact, financial psychology research shows that...
Love In The Age Of Income Imbalance: When The Women Earn More – My interview with The Londoner
Dr Lami features in a recent interview with The Londoner about Wealth Psychology, specifically focusing on women who are in relationships...
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 Psychology: Successful 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,...
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...