Closing keynote-  Insights into the emotional side of wealth management: Emotion
Date & Time
Friday, March 29, 2019, 11:00 AM - 12:00 PM
Ronit Lami
  • How does psychology help in understanding family wealth
  • Affluenza and the importance of education and training in preparing the next generation (for succession and taking on roles in the family system)Understanding generational perspectives
  • The importance of integrating non-financial advisors, wealth advisors and the family in preparing, managing and preserving the family wealth
Dr Ronit Lami, Wealth Psychologist, USA