Testimonials

“I engaged Mimi Ramsey to help redefine my role for my family’s philanthropic foundation. It was empowering to find my own voice and design a path suited to my interests and strengths. My shift in focus required examining what we wanted for the foundation going forward and how to include new family members. This process strengthened our philanthropic organization and brought our family closer together. Mimi Ramsey’s broad experience dealing with wealth management, family dynamics, and personal growth make her an invaluable resource. I whole-heartedly recommend Mimi and her coaching process for guiding families of wealth.”

Family foundation executive

“I worked with Mimi Ramsey when I was facing a number of transitions, both personal and financial, and felt overwhelmed. I was aware of Mimi's years in wealth services and her expertise in helping clients deal with sensitive financial and family issues. We set progressive goals and reviewed them at each meeting. I always felt like we were making progress."

Multi-generational wealth family

“Mimi helped me move forward on important financial goals that I had been avoiding for years and I just couldn’t seem to get started. She helped me achieve my stated goals so quickly that it actually opened my eyes about making other changes in my life that I hadn’t considered possible."

Financial services professional

“We had just sold our company and were facing some decisions that seemed too important to rush. After meeting with Mimi, we knew she understood our concerns. She listened carefully to both of us and then helped us figure out how to approach important family and wealth priorities. Our decisions became more obvious to us.”

Wealth creators