FINANCIAL PSYCHOLOGY COACHING FOR THE NEXT GENERATION OF FAMILY BUSINESS AND FAMILY WEALTH INHERITORS
'Until you make the unconscious conscious, it will direct your life and you will call it fate'Â - Carl Jung
Our money story shapes far more than our finances — it influences how we lead, connect, and live.
Yet for many family business and family wealth inheritors, unexamined beliefs and emotional patterns around money can create pressure, isolation, and limits on their potential and joy.
Next Gen Money Coach, founded by Certified Money Coach (CMC)® Shivani Pathak, exists to change that.
Drawing on expertise in coaching psychology, financial wellbeing, and an MBA — alongside lived experience in business and the family office world — Shivani provides a trusted, judgement-free space to explore and transform money patterns.
The result? A life of greater peace, purpose, and prosperity — and with it, the ability to create and steward wealth intentionally and impactfully for families, businesses, and communities.
Shivani brings a unique blend of practical knowledge, intellectual curiosity, and deep empathy to her coaching. Her approach goes beyond just addressing money issues—she helps you reorient your life through the lens of money, offering support, guidance, and clear, actionable steps to achieve your goals. Shivani is an invaluable asset, especially to ambitious women. I highly recommend her coaching!
K, Aged 30, London
Working with Shivani to address my money-related issues was eye-opening and life-changing. She combines a gentle, non-judgmental, and empathetic approach with a sharp mind, a keen understanding of human behavior, and practical, actionable strategies for life change. Through our sessions, I gained clarity on the patterns and beliefs holding me back. I'm excited to continue working with Shivani to build a healthier relationship with money. Thank you!
- D, Aged 38, London
Shivani helped me unpack deep-seated emotions and energy that I had been struggling with for years. By our fourth session, I had a clear, detailed document outlining my financial patterns and answers to the questions I had been seeking. The sessions became a truly spiritual experience, guiding me to a new level of self-awareness. I’m excited to continue my journey of self-discovery with Shivani’s guidance.
- S, Aged 37, Hong Kong
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ABOUT THE COACH
With over a decade of diverse experience across business and entrepreneurship, Shivani's career has spanned the US, UK, and India—working with leading global brands and fast-growing startups. She began her professional journey at Estée Lauder in New York, before moving into high-growth ventures backed by Rocket Internet, Gartner, and Battery Ventures. Shivani also founded a luxury fashion jewellery brand and worked closely with a family office in an operational role, before pivoting into financial wellbeing.
 Her qualifications include:
- Certified Money Coach (CMC) –The Money Coaching Institute
- Certified Financial Coach – Wise Monkey Financial Coaching
- Certificate in Leading the Family Office – IMD Switzerland
- MBA in General Management – NYU Stern School of Business
- MA in Marketing – ESCP Europe
- BA in History – University of Pennsylvania
As part of her commitment to advancing the financial wellbeing space, Shivani works as a lead contributor at the Financial Times' Financial Literacy and Inclusion Campaign (FT FLIC), responsible for their India programme.