Family office work requires careful strategic planning on high-stakes issues, often involving deeply intertwined personal and professional dynamics. Katie stewards enterprising families through challenging conversations on next-generation leadership and governance succession planning, welcoming new family members and spouses into the family office structure, involving younger generations while preserving their childhood experiences, and developing businesses aligned with the evolving interests of the next-generation members entering the business ecosystem. This work requires high emotional intelligence and competence in balancing awareness, business strategy, and the mission to keep the family office profitable and sustainable.
In addition to mediation, Katie provides consulting services that address broader family office needs. This includes advising on governance structures, aligning family values with business goals, and coaching key stakeholders on effective communication and decision making. Katie guides families as they design growth pathways that respect both the emotional landscape and the business ambitions of all involved, fostering a cohesive vision for the family office’s future.
Katie enhances family office governance frameworks, establishes clear roles and responsibilities, and develops training programs to effectively onboard new family members. She brings a strong understanding of both group psychology and business development, ensuring that family offices have the right support as they navigate evolving relationships and complex decision-making processes.
Katie’s mediation style is rooted in active listening, nuanced understanding, and the ability to see beyond surface-level group dynamics. Often operating as a “psychological detective,” she has the proven ability to identify the “unsolvable” underlying issues that may otherwise impede progress, and she provides insightful words and strategies to break through cyclical, unproductive patterns. This approach allows families to move forward, achieve growth, and maintain harmony as the family office evolves.
Katie’s unique ability to combine mediation and consulting extends to family-owned businesses that operate outside the traditional family office framework. Whether it is establishing a solid governance structure or finding common ground among key stakeholders, Katie tailors her services to the needs of each family, regardless of complexity.
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