About Us

Dr. Paul Edelman is an expert in family dynamics and wealth psychology who helps family business owners successfully transition leadership, ownership, or wealth to the rising generation. Paul assists clients through coaching, succession planning, family meeting facilitation, conflict resolution, wealth education, etc.

Paul earned a PhD in Personality and Developmental Psychology at Harvard University where his teaching and research focused on group and family dynamics.

Paul serves on the faculty of the Ultra High Net Worth Institute.