Shivani Pathak, Founder of Next Gen Wealth

MBA Stern School of Business | Certified Money Coach® | Certified Financial Coach

Private coaching for successful professionals, founders and family enterprise inheritors navigating the unseen dilemmas of wealth.

Financial success brings real opportunity - and its own kind of weight. The fear of managing money you haven’t been taught how to steward. The anxiety that comes when you have all the financial success in the world and still don't feel satisfied. The pain that takes root when money conflict strains your romantic and familial relationships. Next Gen Wealth, founded by Shivani Pathak, exists to help you find solutions to these prevalent, but rarely talked about, problems. 

Blending traditional coaching psychology with structured financial coaching frameworks, Shivani helps you uncover the cognitive, emotional, and behavioural patterns shaping your relationship with money and driving related challenges in your life. She then helps you break those patterns, turning insights into action with accountability coaching - so that you can build a healthier relationship with money and enjoy greater peace of mind and better decision-making.

Shivani's coaching is shaped by rigorous academic training and an unusually wide range of practical experience. She has worked directly with leaders at blue-chip corporations and founders of fast-growth startups, as well as inside a private family office and alongside family business networks around the world. This experience has given her a front-row seat to the realities of wealth - she understands the decisions and the pressures, as well as the opportunities and the challenges, that wealth can bring. Most importantly, she knows how to help clients navigate these issues with clarity and confidence.

Ready to change your relationship with your wealth? Book a discovery call today.

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Areas of expertise:

Identifying inner dynamics

Money challenges are rarely about numbers — they are about beliefs, emotions and behaviours that drive our decisions subconsciously. Next Gen Wealth's structured toolkit helps you uncover what's really going on beneath the surface, so you can identify the patterns driving your current reality.

Rebuilding connection

Conflict with a partner and family members over money is common, especially during major milestones — getting married, succession planning, or navigating a shift in financial circumstances. Facilitated conversations and practical frameworks help you and your loved ones name where the misalignment really lies, and find common ground, so that money is no longer a source of strife in your relationships.

Reshaping patterns

Avoiding financial conversations. Chronic overspending. Workaholism. These patterns run on autopilot until someone helps you see them clearly and understand the why behind what is going on. Through pattern diagnostic tools and behavioural coaching techniques, you'll learn to break these deep-rooted patterns for good.

Navigating transitions

Exiting a business, inheriting wealth, marrying into wealth, getting divorced - major changes in financial status can be destabilising for your life and inner world. By working through the emotional, relational and identity shifts that come with these transitions, you can move forward with greater clarity and focus.

Clarifying purpose

When you don't have to work for an income, confusion can set in. Many clients of Next Gen Wealth build, inherit or marry into a level of success that most dream of - only to feel unmoored and unsure of what they actually want out of life. Structured values and goal-setting work will get you clear on what genuinely matters to you, so that you can make aligned financial decisions.

Preparing heirs

Talking to children about privilege, and raising them to be confident, responsible stewards of wealth, is a common challenge for wealthy parents. A clear, practical plan for these conversations helps you feel confident you're raising financially capable and grounded children.

Services We Offer.

Discreet consults, packages and workshops crafted for those who value privacy, thoughtful insight and experience.

Coaching
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Family
Workshops

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Corporate
Workshops

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Single Session
Consults

Guiding you in tackling the hidden dynamics of wealth.

About Shivani

Our Clients Say

  • "Shivani brings a unique blend of practical knowledge, intellectual curiosity, and deep empathy to her coaching. Her approach goes beyond just addressing money issues—she helps you reorient your life through the lens of money, offering support, guidance, and clear, actionable steps to achieve your goals. Shivani is an invaluable asset, especially to ambitious women. I highly recommend her coaching!"

    K, Aged 30, London

  • "Working with Shivani to address my money-related issues was eye-opening and life-changing. She combines a gentle, non-judgmental, and empathetic approach with a sharp mind, a keen understanding of human behavior, and practical, actionable strategies for life change. Through our sessions, I gained clarity on the patterns and beliefs holding me back. I'm excited to continue working with Shivani to build a healthier relationship with money. Thank you!"

    D, Aged 38, London

  • "Shivani helped me unpack deep-seated emotions and energy that I had been struggling with for years. By our fourth session, I had a clear, detailed document outlining my financial patterns and answers to the questions I had been seeking. The sessions became a truly spiritual experience, guiding me to a new level of self-awareness. I’m excited to continue my journey of self-discovery with Shivani’s guidance."

    S, Aged 37, Hong Kong

  • "This isn’t just about financial planning — it’s the deeper work of asking: What does my soul want to manifest in this life? and How do I shift into the energetic frequency that matches it? I highly recommend her coaching — whether you’re a business owner or not — truly life-changing!"

    R, Aged 45, New York