Welcome to the online press kit for Shivani Pathak
Transforming Financial Futures
Shivani Pathak, founder of Next Gen Money Coach, specializes in coaching women business leaders and female wealth inheritors to boost financial and personal well-being
Shivani Pathak, founder of Next Gen Money Coach, is a leading Certified Money Coach (CMC)® based in London. With a decade of experience spanning the US, UK, and India, Shivani has established herself as a trusted guide for affluent and ultra-affluent Gen X and Millennial women. She specializes in coaching women business leaders and women inheriting family wealth. Her coaching practice uniquely combines elements of coaching psychology, practical financial coaching, and mind-body techniques, offering a holistic approach to financial well-being.
"By 2035, women will control 45% of the world’s wealth. By 2045, they will inherit 70% of the $84 trillion being passed down during the Great Wealth Transfer. Now, more than ever, it is essential for women to cultivate a healthy financial psychology — empowering them to build, steward, and deploy their wealth with confidence and purpose, creating lasting abundance for themselves and others.”
- Shivani Pathak
Background
Shivan’s career began in the corporate world at Estée Lauder in New York, followed by roles in New York and London in the luxury and consumer tech world, with scale-ups supported by Rocket Internet, Gartner, and Battery Ventures. In addition to her work as an operator, Shivani was the founder of a jewelry brand, Taal Noir, heralded by Vogue UK as one of the leading independent jewelry brands to watch (2019). She has been an angel investor in beauty and lifestyle companies like Nykaa and Ella K Parfums.
In 2023, driven by a personal journey towards financial well-being, Shivani pivoted to money coaching, retraining as a Certified Money Coach (CMC) and financial coach, in addition to receiving training in and mind-body methods such as Cognitive Behavior Coaching and Positive Psychology, leading to the launch of Next Gen Money Coach.
“My journey into financial well-being has been rooted in my own experience,” she says. “Thanks to well-planned financial education at home, I was fortunate to develop healthy financial habits during my childhood and teenage years. However, as I took on more financial responsibility in my late twenties, I began to feel anxious about money and the role it played in my life, which had a negative impact on my personal and professional decisions.
“It wasn’t until I sought Money Coaching that I was able to confront these emotions and experience a profound shift. I learned to view money as a tool — something to be mastered in pursuit of my goals, rather than a source of fear or identity. As my relationship with money improved, my sense of self did as well. The anxiety gave way to confidence, clarity, and a deeper understanding of my own capabilities, values and path in life. This newfound peace has unlocked a powerful energy that fuels my productivity and sense of purpose, and inspired me to launch Next Gen Money Coach.”
Focus
Women, Wealth & Business: Shivani specializes in coaching women, especially those who are rising business leaders and women inheriting family businesses/family offices and other forms of family wealth. Her coaching methodology emphasizes the role of subconscious patterning in money-related behavior and decision-making. She helps clients identify any limiting patterns that could impede their ability to preserve or create or deploy wealth effectively, while maintaining their sense of overall well-being.
Women Wealth Inheritors: Shivani helps her clients navigate the complexities of coming from significant wealth, with a focus on understanding the impact of family wealth on one’s life, navigating emotional and behavioral challenges related to inherited wealth, and preparing mentally for wealth transfers. She uses a variety of techniques to help clients overcome common challenges such as generational money trauma, finding purpose in the face of significant wealth, and balancing duty to family with duty to oneself.
Shivani’s approach is distinguished by her integration of Money Coaching — a field grounded in traditional coaching psychology and practical financial coaching — with mind-body techniques such as cognitive behavioural coaching and positive psychology. Her expertise is further enhanced by her experience working directly for the founders at high-growth scale-ups, as well as her experience as a member of several networks for next generation family business and family office members, due to her own family background. Her lived experience offers her a deep understanding of the challenges faced by her clients. This unique combination allows her to provide a safe, supportive space for clients to explore and transform their relationship with money.
Shivani offers a bespoke 1:1 process, which is designed to help individuals overcome limiting money beliefs, behaviors, and patterns. Her clients are affluent and ultra-affluent individuals, particularly those in their 30s and 40s. She has a particular passion for supporting women who are actively working on building wealth (such as founders, C-suite executives, and fund managers), as well as women who are set to inherit and manage wealth in the coming years.
Services
Coaching Packages: Shivani’s individual coaching packages are bespoke to the client. She covers topics including identifying and understanding your unique financial psychology, overcoming limiting emotions and negative behavioral patterns around money, overcoming money challenges in relationships, navigating opportunities and challenges that come with inherited or newly acquired wealth and learning how to leverage wealth in service of the client’s broader professional and personal goals.
One-Off Consults: These are designed to help clients with practical questions that can be addressed in a single session. Topics include learning personal money management techniques, devising financial education plans for children, and exploring how to disclose family wealth to children, partners, etc.
Workshops: Shivani hosts workshops with relevant organizations including wealth managers and law firms for clients, as well as workshops at corporations to promote financial well-being for employees. These workshops cover topics including psychology of money, women and money confidence and generational money patterning, with bespoke presentations developed on request.
Approach
Shivani is dedicated to empowering the next generation of women business leaders and wealth inheritors. She believes in the importance of building a healthy relationship with money, enabling the next generation of affluent and ultra-affluent women to enhance their well-being, success, and prosperity while using their privilege as a force for positive change in the world.
Holistic Well-Being: Shivani is currently undergoing training in mind-body techniques, including Cognitive Behavioural Coaching and Positive Psychology. She integrates mind-body practices into her coaching, offering a comprehensive approach that connects financial well-being with overall life satisfaction.
Background and Expertise: With her background as an affluent millennial woman with experience in various high-performance industries, Shivani offers a relatable and authentic perspective, enabling her to deeply understand and support her clients.
Qualifications
Shivani Pathak's rich and diverse background is supported by an impressive array of qualifications:
- 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
Shivani is currently training in mind-body techniques at FMCA, the health coaching academy built in partnership with the Cleveland Clinic’s Institute of Functional Medicine.
Deeply committed to financial literacy and inclusion, Shivani works pro-bono with FT FLIC, the Financial Literacy and Inclusion Campaign backed by the Financial Times, where she works to promote financial education on a global scale.
She is also a founding member of Heritage, an international network of next generational members of family businesses and family offices.
“Shivani brings practical knowledge, intellectual curiosity and unstinting empathy to her coaching. Her coaching goes much deeper than just addressing money issues; she helps you reorient your life through the lens of money, providing support, guidance and step-by-step plans to get you where you want to go. Shivani is a true asset to any client, and in particular, to ambitious women. I cannot recommend her coaching highly enough.”
– Venture Capital Investor, Age 30, London
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Public website: nextgenmoneycoach.com.