Dr. Lami was invited to speak at Farrer & Co Trustees Seminar and give her expert insight into the complex psychology of wealth and succession between generations. The talk reflected offshore trustees’ experiences of being trustees in the changing world we live in, particularly with the challenging times ahead.
Dr Lami advises on how to navigate the relationship between trustee and beneficiary, enabling them to improve communication and resolve issues that they encounter in a healthy and constructive way.
Dr Lami gave helpful psychological insights answering questions like:
- What is the changing world in which they operate?
- What are the mind set differences between Trustees and Beneficiaries?
- How are beneficiaries affected by the (changing) world they were born into and how does their privileged financial situation impact them?
- How do we explore and understand what beneficiaries experience?
- What are the challenging times ahead for the trustees’ beneficiaries?
- What are the practical problems and key issues that are arising for trustees on a regular basis?
Dr Lami offers practical tools and advice on how to develop better relationship between Trustees and Beneficiaries. If you are a trustee or beneficiary and would like to learn more about the psychology of wealth and succession then please get in touch here.