Advisors & Firms
Your clients trust you with their present and their futures. When they're navigating a transition that goes beyond the balance sheet — an exit, a succession, a divorce, a death, a reinvention, a decision they can't yet see clearly — Katie is who you call.
She has sat in the rooms your clients sit in. She speaks their language - legally, financially, and in the ways that don’t make it into the documents.
Former Chief Legal and Strategy officer. 20+ years in corporate law. Discretion is foundational. Not Optional.
Ideal referral situations:
Women navigating a business exit, recapitalization, or ownership transition who need a trusted sounding board independent of their deal team
C-suite executives or founders at an inflection point — where the decision in front of them is as much about identity and next chapter as it is about structure
Women who have received a liquidity event and need to think clearly about what comes next before locking into plans
A widow or successor navigating a business or estate she has inherited alongside her grief
A client whose questions have moved beyond your scope — and who deserves a referral you trust completely
Explore a Referral Partnership and Contact Katie for more info.