I often compare my work in family wealth/enterprise to coaching performance athletes who are in pursuit of activating and reaching their highest potential and beyond. Impact Coaching & Consulting is in the business of designing, advising, coaching, and facilitating at the intersection of money and meaning, family, leadership, and social impact.

Over the past 25 years, I have been privileged to engage with a diverse set of clients, across the US as well as internationally, including:

• C-Suite and Start-Up venture/organizational leaders, including Co-Founder teams.
• Families engaging in a shared venture involving joint decision-making.
• Individuals, couples, and families who are continuing and building on the existing path and stages/phases of multi-generational wealth transfer, business and/or philanthropy.
• Those who are interested in beginning to develop their own, or a shared, path.
• Family Offices & Family Office Advisory Teams.
• Family Foundations & their Advisory Teams.
• Wealth Advisors/Advisory Teams.
• Philanthropic Advisors/Advisory Teams.

Our work focuses on the many layers and dimensions of family enterprise decision-making including governance, leadership, succession, continuity, generational transitions, the family dynamics of wealth and wealth planning/transfer of wealth, as well as developing and maintaining successful, high-performance families and cultures.

Over the years, we have devoted significant time to assisting our clients in integrating and working effectively with relational currency and capital. This has helped pave the way for them to achieve their dynamic missions and visions, as well as facilitate important cultural evolution within both their families and their organizations.

“In this work, we attend to a more comprehensive set of currencies and capital beyond the lens of only money/wealth. I find that once clients make the shift into working within a comprehensive currency model, one that includes, acknowledges, and integrates the value of relational currency, we begin to make change rather quickly.”

In addition to the privilege of being a part of the advisory community that crosses the spectrum of Family Wealth/Enterprise including Family Philanthropy and Social Finance, this work has led to being a part of the dynamic ecosystem of mission-driven change, double and triple bottom line (people, planet, profit), generated by philanthropic families, entrepreneurial leaders, and social change organizations. The work of supporting and empowering women and girls in their financial and leadership identity via investment education and giving circles as well as helping family enterprises become active players in the emerging circular and regenerative economy remain passionate pursuits.

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Education

• BA in Psychology, Literature and Theater from Sarah Lawrence College
• MA and Psy.D.(Doctorate) in Clinical Psychology, specializing in family systems, from The Wright Institute at the University of California, Berkeley