Katharine K. Middleton partners with complex, multi-generational families to coordinate their wealth management and family office needs. Her customized approach includes managing and advising on charitable endeavors, estate and tax planning, and public and private investing. She works cooperatively with each family’s internal and external advisors in designing solutions to accomplish the goals of each family and individual as they navigate opportunities and challenges in their financial lives. Establishing trusting relationships with each family member and being a primary contact as they execute their financial objectives are the most rewarding elements of her role.

Internally, Katharine serves on the Information Technology Steering Committee and is chair of the Charitable Giving Committee. She is the architect and steward of the firm’s annual Day of Service in the St. Louis community.

Before joining St. Louis Trust & Family Office, Katharine worked in family wealth management at Moneta, one of the largest registered investment advisors (RIA) in the country, and was a researcher in the Department of Pediatrics at the Washington University in St. Louis School of Medicine. She earned a Bachelor of Arts degree in Philosophy-Neuroscience-Psychology from Washington University in St. Louis.

Outside the office, Katharine serves on the Development Board of the St. Louis Children’s Hospital Foundation. She enjoys traveling, reading, baking, photography and spending time outdoors with her husband and their Labrador Retriever.