Dr. Katie Spencer

Dr. Katie Spencer is the founder and CEO of Northbound Consulting, a boutique consulting firm that supports individuals and families of wealth and the advisers who work with them. Katie offers her professional as well as personal experience as a G5/G6 family member. Through both avenues, Katie understands the pitfalls associated with wealth, particularly as it relates to multigenerational dynamics (wealth transfer and succession planning). Her firm supports motivated families and teams to proactively avoid these pitfalls, and enhance their positive impact, performance, and connection. She started Northbound because she recognized that families like hers needed something different than what was traditionally offered to them. The company was an idea she put into the world and, as it snowballed, the message was clear: You are onto something! She speaks to TIGER 21 groups on family dynamics and communication, decision-making tools, next-generation engagement and succession strategy, defining legacy, and more depending on the group is most interested in. To learn more about Northbound’s services please visit www.northboundconsulting.co.