In this episode, Amanda Taylor sits down with Cate Wilkes, Founder and CEO of 638 Capital, a former Fortune 50 executive and Big Four advisor.

Families spend years and serious money building the structures that hold private wealth, the governance, the succession plans, the tax strategy and the capital allocation strategy, and they spend almost nothing preparing the human who eventually has to make decisions inside all of it. A lot of the time that person is a woman who was never in the room while any of it was being built.

Cate calls the missing piece the human architecture of generational wealth. In this conversation she explains why the distance between having the information and deciding from authority has more to do with identity than with information, what she listens for when a woman describes her own business, and why she believes most people never close that gap alone.

Connect with Cate Wilkes LinkedIn: https://www.linkedin.com/in/catewilkes/

Chapters

• 0:00 The missing piece in wealth governance
• 1:13 Meet Cate Wilkes
• 2:39 From corporate finance to human consciousness
• 6:57 What is human architecture?
• 8:31 Building the internal operating system
• 12:09 Why there is no status quo
• 17:26 Results are a lagging indicator
• 18:01 The truth about coaching and structured support
• 22:47 Feminine energy and authority in private capital
• 28:06 The paradox of surrender
• 30:24 Living in the dirt
• 36:48 The seven day thought log
• 39:26 How to work with Cate Wilkes
• 42:04 Why you can't see your own blind spot

The exercise from this episode

For seven days straight, during your waking hours, set a phone alarm for the top of every hour. When it goes off, ask yourself one question: what am I thinking right now? Write it down in a notebook. At the end of the week, read back through the entries. The patterns are the point, and most people are surprised by what has been running quietly underneath their decisions.