Karen draws upon a 30-year background in human development and family studies, family therapy, and education to serve families in business and in wealth management, and families of professional/public servants. From her lifelong experiences as a family member of community leaders, she holds a special interest in the developmental dynamics for those who live and work in closely-interfaced family and organizational systems, via their close ties to executive members-in-common.

Her work also applies more broadly to human development for individuals, leaders, teams, and organizations of any size, sector, or purpose.

Successful family business leaders widely hold that a shared commitment to a minimal set of values is key to building family harmony and business prosperity. When people become clear about how their personal values and vision are well-served by their connection to the group, there is often an increased commitment to its mission.

Karen guides her clients in discerning personal and shared values, and in operating congruently with their values. Karen helps her clients communicate well, grow their intangible assets, and use their technical advisors more effectively. She consults with them to map their future. Her work includes:

Using both Saga AND Data, Karen integrates clients’ stories with the science of the Values Technology measure of both conscious and hidden values. Past, present, and future values are presented in a lifespan development perspective. Karen assists clients in forming vision and mission, in documenting ethical wills (a legacy document of lessons, purpose, and meaning for future generations), in planning succession/exit and hiring, and in guiding cultural alignment within and between families and organizations.

Karen resides in central Massachusetts and is available via technology or travel.

Professional Degrees

Professional Associations