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      Katherine is a trusted adviser with more than 15 years' experience in providing advice to family-owned and privately-owned businesses, as well as high net wealth families and their family offices.

      She works closely with her clients to support them to grow their businesses and manage their wealth across generations.

      Katherine particularly enjoys working with family-owned groups and guiding them through the challenges of ownership and leadership succession, structuring and governance mechanisms.

      1. Areas of expertise
        • Family business
        • Family office
        • Private companies
        • Asset protection
        • Succession planning
        • CFO on-demand
        • Board advisory
      2. Education & qualifications
        • Bachelor of Commerce (Accounting and Finance), University of NSW
        • STEP Advanced Certificate in Advising the Family Business, Society of Trust and Estate Practitioners
      3. Accreditations
        • Member of the Institute of Chartered Accountants