The greatest challenges families face regarding wealth
are rarely financial.
Your advisor has a plan for your money.
But who has a plan for your family?
You’ve spent years, decades, or generations building wealth. Now you face the question of how to prepare the people who will carry it forward.
Will this money enhance my children’s lives, or stand in the way of them finding their own path?
Do we share a common vision for what we’re building together?
What do we want our legacy to be as a family?
My work is about the human side of wealth:
I help families navigate the opportunities and responsibilities that come with wealth, preparing future generations, strengthening family alignment, and creating the structures that support long-term stewardship.
Together, we develop a shared vision and a practical framework to carry both wealth and values forward for generations to come.
WHO WE WORK WITH
We focus on something different:
the people who will carry them forward.
Dr. Lindsay Hardie brings clinical psychology training and firsthand experience as a married-in family member to engagements focused on the human side of wealth, communication, identity, purpose, and the shared values that determine whether a family remains cohesive across generations.
Financial advisors manage assets. Estate attorneys protect them.
Families
Multigenerational work centered on communication, shared values, and the culture a family is actively building together.
We help families get aligned‚on what wealth means, what it asks of the people who hold it, and how to prepare the next generation to steward it well.
Engagements are often anchored by a family retreat, with ongoing work through the transitions and decisions that follow.
Family Businesses
Guidance for families navigating the intersection of business ownership and family relationships.
Governance, succession, and rising-generation development‚ with attention to the conversations that determine whether a business strengthens a family or strains it.
Family Offices
Focused work for partners navigating the places where wealth, identity, and relationship intersect.
Prenuptial preparation, marriages where backgrounds differ significantly, and the ongoing work of building a financial life both people can stand inside.
HOW WE HELP
Guiding enterprising families to:
Prepare adult children for wealth and leadership
Communicate about money, fairness, and expectations
Integrate married-in partners into the family system
Navigate succession, stewardship, and the human side of family continuity
I'm deeply grateful and honestly honored to have you as someone helping our family grow, learn, and connect more deeply, both as individuals and as a whole. You have a real gift.
Passing down
more than money.