Wealth Transfer

Preparing Your Children

How to prepare the next generation for wealth transfer & wellbeing

When wealth is lost matter is lost, when health is lost something is lost, when character is lost, all is lost.” – Billy Graham

Preparing children for successful wealth transfer does not happen overnight, it’s an educational and emotional process that takes time, and should be an integral part of parenting.

Research show that 95% of wealth loss is due to unprepared heirs, and only 5% of it is lost due to poor financial planning.

Therefore Dr. Lami developed her Pillars for Wealth Parenting ©. An educational process based on her PhD research findings that equip parents with the necessary knowledge and tools to facilitate a successful wealth transfer.

For more information please get in touch →