Katie Slater, Jd, Cfp® Email & Phone Number

Katie serves as a professional advisor to families and businesses with an approach that balances her technical knowledge of finance and the emotional realities of wealth management.She previously worked as an executive coach after a decade of practicing corporate finance law both at international law firms and as in-house counsel at an international power company. Skilled in transactional law and experienced with advising key business leaders, clients appreciate Katie’s expertise with closely held businesses and strategic planning to meet liquidity, tax and family goals.She works with clients to explore desired and potential consequences of a chosen course of action, and enjoys assisting family-owned businesses and multi-generational wealth think through generational planning, targeted investing opportunities and goals.Katie volunteers as a mentor with high potential high school students through EMERGE Fellowship and is on the advisory counsel for Plant it Forward Farms, a non-profit helping refugees establish and run their own urban farms.

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  Family Consultant

  Lj Consultants

  Baltimore, Md, Us