Families can be a source of great strength - and sometimes a fair amount of stress.  I’m passionate about helping families and family offices navigate the unique challenges of succession planning, intergenerational communication, and legacy building.  My approach is thoughtful and compassionate, focused on bringing harmony to both personal relationships and business matters.  Whether you’re managing a family business transition, grappling with how to best support and encourage family members, or working out how to steward your wealth across the generations and for wider impact in society, I offer a caring and supportive environment where every voice is heard.

My goal is to help families not only achieve success but also foster connection and well-being, ensuring a legacy built on trust, understanding, and dare I say it, love.

As a coach for professionals, I help you define what success truly means for you, blending personal achievement with sustainable practices that resonate with your values.  I provide a supportive and strategic space for you to confidently navigate change and the twists and turns of leadership.  My approach is all about fostering inclusivity, well-being, and authenticity, whole empowering individuals to embrace their purpose without losing their sense of self.  I will be your trusted sounding board, with a sprinkle of humour if you’d like, and partner alongside you as you develop strategies to build sustainable success, on your terms.

I work alongside professional advisers, complementing their succession planning advice.  My legal and financial background gives me a deep understanding of the challenges professional advisers face and I can provide support for issues that could impact their advice and potentially cause their planning to fail.

By offering a fresh perspective and using coaching skills, I assist in addressing these challenges, which may or may not be a formal conflict of interest, supporting clients, and ensuring more resilient outcomes.  Working on a consultancy basis, I provide a cost-effective solution, ensuring advisers and their clients receive tailored, strategic support.

I offer a variety of services designed to help individuals and families create meaningful impact through their philanthropic efforts. By aligning wealth with values, I ensure charitable giving is both purposeful and effective.  My services include helping families clarify their philanthropic vision and identify the causes that resonate with their values.

Additionally, I engage the next generation in philanthropic activities, fostering their understanding and involvement in giving back.  I work with clients to develop strategic giving plans, ensuring donations align with their long-term goals, whether through charitable trusts, foundations, or direct contributions.  I am also able to assist in assessing the impact of charitable efforts, ensuring donations achieve the desired social outcomes.