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The Psychology of Money

With Morgan Housel and Sam Instone

It's time to solve the financial complexity in your life

If you're a successful family living and working internationally, and looking for a sage guide to help you reach a flourishing future, book a call, where we'll ask: 

1. Are you making the smartest decisions you can about your money and your future?
2. Are you certain that you, your assets, and the people you care about most, are going to be OK – no matter what?
3. Are you doing everything you want, when you want to, and are you living your best life?

Can't commit to a time right now?

Complete this short form. We'll look over your enquiry and get in touch.

Thinking that shapes
better decisions

A collection of ideas, perspectives and guidance designed to help you navigate
complexity and make better personal and business, long-term decisions.

Financial Planning
10 min read

How to design a meaningful life while you (and your loved ones) can

Mike and Emily wanted to take a long trip together to visit wine country. They thought about it and planned it for years. They could never quite get themselves to go, though. It never seemed to be ...

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Investment
6 min read

The truth about dividends that only mature investors understand

One of the most commonly misunderstood aspects of investing is what it really means to be a stock market investor. Many imagine a casino, where some are lucky enough to win, but most end up on the ...

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Financial Planning
35 min read

Business exit planning for internationally mobile founders

I've watched entrepreneurs build extraordinary companies. Decades of discipline and sacrifice, taking a business that began as just another competitor and turning it into the leader of the industry ...

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Financial Planning
52 min read

Returning to the UK in 2026: Your complete financial guide

Planning a return to the United Kingdom is rarely just a relocation decision. For internationally mobile families, it's a full financial reset - one that touches every dimension of how wealth is ...

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Financial Planning
19 min read

International trusts, foundations and modern estate planning: what actually matters now

I've been watching something happen in estate planning conversations over the past eighteen months that fundamentally changes what families should be thinking about. For decades, the answer to wealth ...

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Financial Planning
38 min read

13 reasons you may need a financial life manager in 2026

The employment landscape across the Middle East is shifting beneath our feet. Some major projects are being scaled back or brought to a premature close. At the same time, bold new initiatives are ...

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Financial Planning
7 min read

Autumn Budget 2025: What Rachel Reeves’s plans could mean for global HNWIs

Here we go again - Budget season in the UK, and the rumours are flying. Capital gains, inheritance tax, pensions - you name it, it’s apparently “about to change.” If you’ve got UK property, ...

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Financial Planning
13 min read

7 essential financial truths for wealthy professionals in Dubai with $1M+ who want to retire - and stay retired

A partner at a global law firm once told me, “I’ve been climbing what feels like a wealth mountain for 25 years… but I've no idea how to enjoy it once I get to the summit". That line stuck with me. ...

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