Private Advisory for the Emotional & Relational Complexities of Wealth
For those navigating the inner and relational dimensions of wealth.
I work with individuals and families for whom wealth has long been part of life — often inherited — and whose relationship with money is shaped by family history, responsibility, and ongoing relational dynamics. While material security is not the question, the emotional and interpersonal realities of wealth often are: identity, guilt, belonging, consumption, inheritance, power, and family roles.
This is a private advisory practice, distinct from financial planning or psychotherapy, for those seeking a more thoughtful and coherent relationship with wealth and with themselves within it.
Contact
Kate Grayson
kate@kategrayson.com
(773) 490-1277
The work
This practice provides a confidential, psychologically grounded space for affluent individuals to examine how they relate to wealth — how money is experienced internally, how it shapes judgment and self-concept, and how long-standing patterns influence decisions and relationships over time.
The work is reflective and inward-facing. Clients engage in careful inquiry into their own beliefs, emotions, and relational patterns around money, with the aim of developing greater clarity, coherence, and agency. As this understanding deepens, its effects are often felt externally — in decision-making, communication, and family systems.
This is not financial planning, investment advice, or psychotherapy. It is a confidential advisory practice that complements other professional supports by attending to the psychological and relational dimensions of wealth that are often difficult to address elsewhere.
Engagements are ongoing and conversational, shaped by the individual context each client brings.
About
I am a financial therapist working with affluent individuals and families on the emotional, psychological, and relational complexities of wealth.
My work sits at the intersection of money and psychology, informed by years of direct client experience supporting people in examining how wealth shapes identity, behavior, relationships, and family systems. I take a psychologically grounded, non-pathologizing approach, focused less on fixing or optimizing and more on helping clients develop a clearer, more integrated relationship with wealth — one that supports discernment, agency, and thoughtful engagement with others.
Discretion and boundaries are central to my practice. This work is conducted with care, confidentiality, and respect for the complexity of each individual’s personal and family context.
I am based in Chicago and work virtually with clients throughout the United States.
Inquiry
This practice is intentionally small and grounded in discretion, working primarily by referral.
If you’re curious about whether this work might be a fit, you’re welcome to reach out with a brief note about what brings you here and how you found me. All inquiries are reviewed personally.
kate@kategrayson.com
(773) 490-1277