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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 provides a bespoke advisory and content development service for ultra-high-net-worth families, their beneficiaries, and the institutions that support them. Her work integrates the psychological and emotional dimensions of wealth with practical stewardship, preparing heirs to engage with inheritance through self-awareness, values, and intergenerational purpose.

By bridging finance and family dynamics, Dr Lami equips parents, advisors, private banks, and family offices with the insight and language needed to navigate the human side of wealth transfer, ensuring that wealth is preserved in alignment with family well-being and long-term 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 →

 

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Wealth Psychology for Executive MBA

In addition to her Wealth Psychology speaking, teaching, and education work, Dr Lami has developed and taught a course for the Executive MBA in Asset and Wealth Management at the Tepper School of Business at Carnegie Mellon University, delivered in collaboration with HEC Lausanne, the University of Lausanne Faculty of Business and Economics, and the Swiss Finance Institute.

Designed for professionals in asset and wealth management, the course introduces Wealth Psychology by addressing the non-financial dimensions of wealth, equipping participants with the insight and awareness needed to better understand and serve their clients.

For more information please get in touch →

 

Wealth Psychologist Speaking Engagements

As a keynote speaker, Dr Lami regularly addresses financial professionals, family office advisors, institutions and multigenerational business families. Her tailored approach ensures each message fits the unique needs of the audience. She combines academic research with real-world experience. This gives her presentations a strong balance of insight and practicality. Her style is relatable, impactful and thought provoking. 

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Wealth Psychology Speaking Teaching and Education
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Succession planning and mental health
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"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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