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Generational Wealth PsychologyTM Teaching & Education

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Thank you very much for your brilliant speaking involvement in our Family Office Forum in Switzerland earlier this week… Your joint panel discussion was highly topical, engaging, and eloquently delivered”

London UK

Bespoke Programs

Dr. Ronit Lami offers a bespoke advisory and content development service designed specifically for ultra-high-net-worth (UHNW) families, their beneficiaries, and the institutions and advisors that support them. With a deep understanding of the psychological, emotional, and behavioral dimensions of wealth, Dr. Lami curates and delivers tailored programs that prepare heirs to become responsible stewards of their inheritance—grounded in self-awareness, values, and intergenerational purpose.

hese programs bridge the often-siloed worlds of finance and family dynamics, equipping wealth advisors, private banks, and family offices with the insights and language needed to address the human side of wealth transfer.

For parents, Dr. Lami provides expert guidance on how to raise children in environments of abundance without breeding entitlement—helping them instill purpose, responsibility, and emotional maturity. Whether designing educational content, developing next-generation readiness curricula, or guiding advisory teams in how to navigate complex family systems, Dr. Lami’s work ensures that wealth is not only preserved but also harmonized with the family’s well-being and legacy.

For more information please get in touch →

 

Continuing Education Courses CE/CPD

Continuing Education courses are designed to equipped mental health, CPA’s, attorneys, financial advisors, private bankers or asset and wealth management professionals with the knowledge and understanding behind the psychology of money and wealth.

Courses will give participants insight and tools into thinking patters and attitudes surrounding money & wealth. Read more…

For more information and specific details about CE and CPD programs please get in touch →

 

wealth psychology expert
wealth psychology conference

Wealth Psychology for Executive MBA

In addition to the above Wealth Psychology Speaking, Teaching and Education offerings Dr. Lami has also developed and taught a course for the Executive MBA Program in Asset and Wealth Management at the Tepper School of Business at Carnegie Mellon University in conjunction with HEC Lausanne, the Faculty of Business and Economics at the University of Lausanne, and the Swiss Finance Institute. This innovative, internationally focused dual-degree program was designed for professionals working in the area of asset and wealth management.

The course is designed to exposes participants to the subject of Wealth Psychology, equipping participants with knowledge on the non-financial aspects – or the “soft issues” – surrounding wealth management so they develop greater awareness and can better serve their clients.

For more information please get in touch →

 

Wealth Psychologist Speaking Engagements

Dr. Lami is considered an insightful, cutting-edge and thought-provoking speaker on the Psychology of Wealth. Speaking on the impact of money, the obstacles to wealth transfer and how to prepare the next generation.

Dr Lami has featured as a speaker for the following organizations, some of them on more than one occasion.

Wealth Psychology Speaking
wealth therapist
Wealth Psychology Speaking Teaching and Education
Wealth Psychology teaching and speaking
Wealth Psychology public speaking
family business consulting
wealth psychology
UHNW therapy
wealth counselling
wealth and relationship issues
family business education
family business constitution
wealth psychology and public speaking
wealth psychologist
family business advisor
Family wealth advisor
wealth and relationship counselling
Succession planning and mental health
speaking on wealth helping rich people
therapy for rich people
wealth psychology conference and seminars
wealth accountability
family office advisor
wealth and relationships

"Thank you very much for your brilliant speaking involvement in our Family Office Forum in Switzerland earlier this week. We were thrilled to meet you and listen to your insights. Your joint panel discussion was highly topical, engaging, and eloquently delivered; hence very much appreciated by the audience too. Again, a huge chapeau and we look forward to hearing your feedback and having the pleasure of your company and speaking contribution in our upcoming forums too."

London, UK
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"Dear Dr Lami, we have been basking in the glory of such a successful seminar today. Thanks again for sharing your insights with everyone. I thought you'd like the e-mail we got from an advisor yesterday - "Thanks so much for the seminar today. It reinforced the importance of the human side of the estate planning process." Personally, it was a delight to get to know you, and we all hope you'll decide to visit us again soon. "

Dallas, Texas, USA
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"What a fantastic session about our relationship with money for our members. Absolutely everyone has emailed me to say how much they enjoyed it and would very much like a part II. So many thanks and I do hope we can organise part II in a few months. "

London, UK
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"Many thanks for another tremendous talk for our family office forum. Great feedback and I can honestly say, without doubt, all attendees enjoyed it but also gained a lot from the session so again many thanks."

London, UK
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""Thank you very much for your wonderful talk this morning, which I think set the tone for the conference perfectly. I’m sorry you did not sleep last night. That must have been awful. However, it did not show, and it makes your talk even more remarkable."

Singapore
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