August 11th, 2016
Cathy Carroll works with financially successful individuals and families helping them to navigate the complexities of wealth transition, with a specialization in leadership coaching within family businesses. As founder of Legacy Onward, Inc., she found a passion for family business leadership after leading her own family’s business and comparing it to her 20-year career in large corporate positions.
In addition to her MBA from the University of Chicago and her BA from Boston College, Cathy maintains a PCC (Professional Certified Coach) credential with the International Coaching Federation. She’s also certified to administer the Leadership Circle 360 and Hogan assessments.
Born and raised in the Chicagoland area, she currently lives with her family in San Antonio, Texas.
Learn more about how we help families and their advisors. Submit the form below today.