When affluent families think about generational wealth transfer, the conversation typically revolves around legal structures, tax efficiency,...
The Missing Piece in Generational Wealth Transfer: Psychology, Not Planning
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Dr. Ronit Lami
When Success Becomes a Cage: The Emotional Burnout of Wealth Maintenance
Success stories often end with the achievement itself, the company sold, the IPO celebrated, the estate secured. But what happens after the story...
Wealth Psychology: A Definition
Wealth is more than just numbers—it’s deeply tied to emotions, beliefs, and relationships. For ultra-high-net-worth (UHNW) families and individuals,...
Parents’ Relationship with Money Will Impact Their Children – No Doubt! I See It in My Work
Parents play a crucial role in shaping their children’s attitudes and behaviors towards money. The relationship that parents have with money can...
The 2024 Essential Guide to Wealth and Personal Growth
In 2024, wealth management transcends the simple accumulation of financial assets; it’s a holistic journey that interlaces with your personal growth...
2024’s Wealth Psychology Top Trends and Strategies
As we move into 2024, the domain of wealth psychology is advancing, unveiling new understandings and methods for individuals aiming to refine their...
Unlocking the Psychological Aspects of Financial Decisions A Deep Dive into Wealth Psychology
The intricate relationship between our finances and our emotions cannot be overstated. While we often perceive financial decisions as purely...
Wealth Transfer and Family Conflicts
Estate planning is both a practical and emotional process. Often with children and inheritance the idea of when and how to give our money away can...
Recent Posts
Six Feet Under: The Family Business Death, Grief, and Everything In Between
Seasons 2001 to 2005 Six Feet Under aired on HBO starting in 2001 and helped define its "golden age" of prestige television, which included The Sopranos, Game of Thrones, The Wire, and many more. The show won nine Emmy Awards, three Golden Globes, and a Peabody. The...
The Missing Piece in Generational Wealth Transfer: Psychology, Not Planning
When affluent families think about generational wealth transfer, the conversation typically revolves around legal structures, tax efficiency, trusts, family offices, and estate planning. These elements are undeniably important. Yet despite sophisticated planning and...
The Values Weren’t Missing. The Conversation Was.
My own journey into this work began with a question from my father. My father was a wealth advisor for more than three decades. Shortly after I graduated with a degree in psychology, he invited me to his office and asked if I would join his practice and eventually...
Raising Financially Literate Heirs: Why Financial Education Is Non-Negotiable for UHNW Families
A quiet rule haunts the world of ultra-high-net-worth wealth management: the first generation builds it, the second maintains it, the third loses it. Every culture has a name for it: United States “Shirtsleeves to shirtsleeves in three generations” Japan “Rice paddies...
