Kate guides families to define, align and realize their goals for ownership and effective management of their enterprise. She advocates for governance policies and communication practices that sustain sound family decision-making. Experienced in business planning and financial analysis, Kate encourages family owners to stay well-informed and communicate with management regularly on business performance. Skilled at collaborating with attorneys, tax advisors and valuation specialists, Kate orchestrates families’ advisor teams to plan for and address complex issues that can arise with changes in leadership or ownership. She welcomes the opportunity to connect with enterprising family members and the advisors and professionals who work with family businesses.