Family Wealth Dynamics

Understanding how wealth shapes family relationships and individual identity.

Money doesn't just sit in accounts—it lives in relationships, conversations, and the unspoken expectations that define family roles. At Dr. Finney's Family Wealth Dynamics consulting, we work with individuals and families to understand how wealth influences behavior, communication, and emotional well-being. We help you build healthier patterns, stronger boundaries, and more authentic connections across your family system.

Our Approach to Family Wealth Dynamics

Wealth creates invisible forces within families—power imbalances, unspoken expectations, guilt, entitlement, dependency, and identity confusion. These dynamics affect how family members relate to each other, make decisions, and define themselves. They show up in everyday interactions, major life transitions, and long-term relationship patterns.

Our approach combines clinical psychology, family systems theory, and practical consulting experience. We help families recognize how wealth shapes their interactions, understand the psychological impact on each member, and develop healthier ways of relating that honor both individual autonomy and family connection.

Our Services

We work with individuals and families to address the psychological and relational impact of wealth.

Understanding Family Patterns

Identify the recurring dynamics, roles, and unspoken rules that govern how your family operates around money and decision-making.

Power, Control & Communication

Address how wealth creates or reinforces power imbalances in family relationships and improve communication across different perspectives and life experiences.

Individual Identity Within Family Wealth

Help family members develop a sense of self that is distinct from family money, status, or expectations—building authentic purpose and self-worth.

Entitlement, Guilt & Emotional Burdens

Work through the complex emotions that wealth can create—unearned privilege, survivor guilt, resentment, or pressure to live up to family standards.

Conflict Resolution & Relational Repair

Navigate family conflicts, resentments, and broken trust that have been complicated or intensified by wealth-related issues.

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The Consulting Process

Our work is customized to your family's specific dynamics, challenges, and goals. We meet you where you are and adapt our approach to what serves your family best.

Understanding Current Dynamics

We start by mapping the current family system—identifying patterns, power structures, communication styles, and the emotional undercurrents that shape daily interactions.

Exploring Underlying Issues

Together we examine how wealth influences identity, self-worth, decision-making, and family roles—uncovering what's driving behaviors and conflicts beneath the surface.

Creating Healthier Dynamics

We work with individuals and families to develop new ways of interacting—building clearer boundaries, more honest communication, and relationships based on mutual respect rather than financial obligation.

What You'll Gain

Awareness of how wealth shapes your family's interactions and individual identities
Tools for navigating difficult conversations about money, expectations, and family roles
Reduced resentment, guilt, and emotional reactivity within family relationships
A stronger sense of personal agency and self-definition outside of family wealth
More balanced, authentic relationships based on connection rather than control or obligation

Client Voices

"Terri has helped me make one of the most difficult decisions in my professional career thus far. She has helped me become a more effective leader and helped me truly understand and appreciate my worth. As we navigate this next step together, I have the utmost confidence that Terri will help guide me to make a decision on what to do next and know that I will thrive."
Megan Howell•Reformed C-Suite Accounting Executive

"Dr Finney and I have worked together for two years. I chose her based on her background in both psychology and executive coaching, as I hoped to take my executive role at a prominent VC firm to the next level and find a renewed sense of passion, joy and contentment in my professional career. She helped me craft a detailed plan for how to define and achieve my true goals and ambitions in the next stage of my career. She helped me face tough challenges and release myself from thought patterns and behavior that were holding me back."
Dave Singer•Chief Financial Officer at VC firm

This Isn't About Managing Money—It's About Understanding People

Family wealth dynamics aren't solved by financial planning alone. They require understanding the psychology of family systems, the emotional impact of wealth, and the courage to change longstanding patterns. Dr. Finney brings clinical expertise, systems thinking, and compassionate guidance to help your family navigate these complex dynamics with honesty and care.