Helping wealthy families Thrive


Wealth is an amplifier, not the problem

Wealth amplifies dynamics in your individual life and in your family. Consciously choose what you want wealth to amplify. Turn wealth into a gift instead of a curse.

The curse: wealth amplifies lack of self-worth and disengaged relationships

This leads to the negative outcomes that most wealthy families experience:

  1. Unhappy individuals

  2. Disconnected relationships

  3. Deteriorating resources

Transform wealth into a gift

There is a lot you can start doing right now to see different outcomes:

  1. Happy individuals

  2. Connected relationships

  3. Preserved resources

When you are overwhelmed, exhausted, or realize it is time for outside support: We offer consulting and coaching to equip you and your family with specific training, experience, and skills to navigate the wealth landscape successfully.



When it’s over, I want to say all my life
I was a bride married to amazement.
I was the bridegroom, taking the world into my arms.

When it’s over, I don’t want to wonder
if I have made of my life something particular, and real.

I don’t want to find myself sighing and frightened,
or full of argument.

I don’t want to end up simply having visited this world. 
– Mary Oliver

Katie Spencer Headshot.jpg

Katie Spencer

I am a daughter, wife, and mother. My core values are connection, growth, and nature.

I am a proud entrepreneur, doctor of psychology, and example of how wealth can be a gift that amplifies wellbeing and positively impact the world.




“In our short time working together, Katie has helped me turn my life around. With Katie’s guidance, I have been able to make some big steps in my career. She has helped me redefine my idea of success, through setting goals and monitoring progress. She is passionate, kind, motivative, and flexible in her coaching, and makes sure that we use the time how I need that week. I can’t wait to see what the future holds.”

Empowerment Coaching Client

“Katie leads from her heart combining personal experience with in-depth expertise in family wealth dynamics.  She did her homework to craft an interactive and engaging retreat experience that was very well-received by our members.  Her content and delivery style on stewardship and communication with family hit the mark for our peer learning community of very successful entrepreneurs and wealth creators.”

Tiger 21 Chair

“Getting my Dad to agree to do Real Colors was not easy and he had it in his mind that it would be a waste of time (by the end he was probably the one who enjoyed it most).  It did not take long for everyone to start enjoying the activity. Real Colors taught us about ourselves as well we each other. Even as a close-knit family, Real Colors broke down preconceptions we had of each other and allowed us to see one another in a new way. We learned how to communicate with each other better as well as listen and communicate to others outside of our family. This has come in very handy for both my brother and me in interviews as well as workplace relationships and communications.”

My entire family left that day feeling a lot closer and them we understood each other much better than before. For several weeks after, my Dad told pretty much everyone how cool it was and all about what he had learned. My parents still talk about how great of an experience it was. Katie did a great job bringing my family together and teaching us all valuable interpersonal skills.”

G2 Family Member

 “In my years of working with Katie, I’ve been impressed by her ability to see the big picture all while paying attention to the important details that matter. She tackles large projects in a gentle, consistent manner; knowing that incremental changes and improvements in a target direction are the keys to making a positive impact. Katie naturally combines her tenacity and perseverance with her extensive experience and education to make her a polished gem to work within any capacity. I enjoy every opportunity I get to work with Katie.”



If you want to learn about any of these offers

Schedule A Consult