Katie Slater

Katie is a lifelong learner driven by the goal of helping people thrive. She strives to help families achieve their financial and planning aims by translating the often (too) complex finance- and- legal-ese of multi-generational planning and structuring into actionable and achievable steps. She loves working intergenerationally within a family, and as the daughter of an immigrant business owner, she has an affinity for working with entrepreneurial families. Katie’s background as a structured finance attorney, in-house counsel, and executive coach allows her to serve as the “team captain” for families to get them over the line on their projects and goals. She also serves as a family meeting facilitator. That work ranges from education on estate planning/trust key concepts to helping families codify their mission and values.

In her spare time, Katie is a slow but dogged runner, gets taken on walks by her rescue mutt Sasha, makes scratch pizza for friends, and serves as a mentor to a high school student through Sister’s Circle in Baltimore.

She graduated from Smith College, earned her J.D. from the University of Texas School of Law, and spent a terrific year at the London School of Economics in undergrad and semester at University College London during law school. She is a CFP™ and is currently studying for a graduate certificate in Behavioral Finance and Financial Therapy through the University of Georgia. Katie is a citizen of both the U.K. and the U.S.