Behavioural Finance: The Science Behind Building & Enduring Financial Legacies

For families and individuals with substantial wealth, the focus naturally evolves—from accumulation to preservation, intelligent scaling, and ultimately, legacy planning. At this stage, investment success hinges less on selecting the right stock and more on navigating complex behavioural dynamics that silently shape financial decisions. Behavioural finance—the study of how psychological influences and emotional responses impact investors—becomes a crucial tool. It often separates portfolios that grow with resilience from those that falter despite access to the best advice or products.