Today on the Invest In Her podcast, host Catherine Gray talks with Tami Kesselman, a globally recognized expert at the intersection of finance, social impact, and entertainment. Known as “The Success Coach for Successful People,” Tami helps mission-driven organizations, ultra-high-net-worth individuals, and family offices align wealth creation with impact stewardship. A former Bain & Company strategist and Harvard MPA, she is a sought-after speaker, emcee, and lecturer, guiding investors, philanthropists, and entertainment industry leaders in creating meaningful change. As a Partner at LOHAS and CEO of Next Gen Success, she specializes in evolving capital structures to drive social impact, helping clients navigate the increasingly complex world of impact investing, philanthropy, and legacy-building.
In this episode, Tami shares her expertise on integrating wealth, impact, happiness, and legacy into a cohesive strategy for long-term success. She and Catherine discuss the evolution of philanthropy, innovative funding models for social enterprises, and how investors can make a measurable difference while achieving financial success. Tami also provides insight into working with UHNW individuals, post-liquidity founders, and pro athletes to guide their next chapter with purpose and intention. Whether you’re an investor, entrepreneur, or someone looking to create a lasting impact, this episode is packed with actionable advice on leveraging financial resources for good.
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