Guiding families through the labyrinth of wealth so they flourish with clarity, connection, and purpose.
Holistic Counsel for Families of Significant Means
•
Holistic Counsel for Families of Significant Means •
BY YOUR SIDE AT EVERY TURN
Wealth brings extraordinary opportunity along with layers of complexity.
Decisions about financial stewardship, family dynamics, philanthropic legacy, and personal fulfillment often intersect in ways that are difficult to navigate. Without a trusted partner attuned to the whole picture, families risk fragmented advice, unnecessary conflict, and losing sight of what matters most.
I partner with families to shape a unifying vision and translate it into thoughtful, coherent action that reflects their unique dynamics and priorities. Using a steady, connected approach, I’m able to coordinate other advisors, sustain continuity across generations, and step in during moments of crisis to facilitate intentional, grounded decisions.
The result is purposeful momentum, deeper alignment, and reduced friction. Families move forward with greater confidence and peace of mind, knowing their actions are informed, integrated, and anchored in their principles and values.
Every family is unique. My approach involves meeting people where they are and engaging in a manner that serves them best, providing holistic counsel through life’s shifting needs and circumstances.
Over decades as a tax litigator for wealthy families, I learned how to discern my clients’ fundamental goals, synthesize complex information, and integrate specialized expertise into well-considered strategies aligned with a family’s core principles. While legal acumen is a key part of what I offer, clients often tell me they value the centered presence, compassion, and thoughtful perspectives I bring to every encounter. The way I work is shaped not only by professional experience but lived experience — as a mother, daughter, partner, business leader, volunteer, and friend. This has given me a richer understanding of how decisions land in real life, not just on paper. I have invested deeply in my own growth and learning, developing the self-awareness, judgment, and skills that allow me to guide others with integrity and care.
YOUR GUIDE THROUGH THE LABYRINTH OF WEALTH
WHAT MAKES GOLDEN THREAD ADVISORY DIFFERENT
I founded Golden Thread Advisory to address a persistent challenge I saw among families of wealth. Even with knowledgeable professionals offering advice, families often felt adrift, out of alignment, or like something important was falling through the cracks. My work as an independent, integrated advisor is designed to fill this gap. The support I offer is grounded in a set of principles intended to build trust, establish common ground, foster growth, and help families move forward with intention.
-
Continuous Curiosity
Every family has a unique story. My work begins with curiosity and exploration, evolves through ongoing learning, and remains flexible as needs and dynamics change.
-
A Family-Centric Focus
The family’s needs and well-being sit at the heart of every engagement. With no competing interests or distractions, I tailor my work through deep listening and bespoke offerings that advance family priorities.
-
A Strong Sense of Place
Meaningful conversations thrive in the right environment. Whether outdoors, at a quiet retreat, or somewhere personally grounding, I create spaces that invite openness, honesty, and authentic connection.
-
Expertise You Can Count On
With decades of legal, tax, and advisory experience, I blend tactical insight with the wisdom that comes from guiding families through complex, emotionally charged decisions.
-
Steady Leadership
I bring strategic focus to the work of multiple advisors, aligning tax, legal, philanthropic, and wealth management efforts with the family’s values to avoid conflicts and miscommunication.
-
Personal by Design
Because of the meaningful relationships I develop, I intentionally work with a limited number of families — ensuring each one receives my full attention, presence, and care.