Generational Wealth & Relationships
Navigating the emotional landscape of wealth and legacy.
Wealth can open doors, but it also introduces invisible pressures—expectations, identity struggles, complex family roles, and unspoken obligations. At Dr. Finney's Generational Wealth Consulting, we work with individuals and families to unpack the interpersonal impact of wealth, build healthier relationships, and support the next generation as they grow into purpose and self-understanding.
Our Approach to Relational Wealth Consulting
In high-net-worth families, wealth is more than a financial asset—it's a powerful influence that shapes relationships, communication, and personal identity. These dynamics can be especially intense across generations, where issues of legacy, trust, entitlement, guilt, and self-worth often go unspoken.
Our approach is grounded in clinical psychology, deep systems thinking, and real-world experience with multigenerational families. We help individuals and families explore how wealth influences their relationships—and build clarity, boundaries, and emotional well-being across generations.
Our Services
We offer specialized support for families navigating the complex emotional landscape of wealth.
Identity & Purpose
Support for young adults and adult children seeking purpose and direction in the shadow of wealth and legacy.
Family Boundaries & Roles
Clarify roles, responsibilities, and personal space—especially where financial dependency or enmeshment has made healthy boundaries difficult.
Emotional Impact of Wealth Transfer
Help families prepare emotionally for inheritance, shifting influence, and evolving responsibilities.
Parental Challenges & Support
Guide wealth-creating parents in supporting their children without enabling, rescuing, or over-controlling outcomes.
Navigating Sibling & Generational Conflict
Address longstanding relational tension, power imbalances, or sibling dynamics intensified by family wealth.
Explore More Services
Discover Dr. Finney's full range of transformative services for executives, entrepreneurs, and organizations.
View All ServicesThe Consulting Process
Each engagement is tailored to the unique structure and emotional tone of your family. Our process may involve individual sessions, family conversations, or structured planning around life transitions.
Personal & Family Assessment
We begin with an in-depth look at current relational patterns, pain points, and family expectations.
Clarifying the Landscape
Explore where wealth intersects with identity, roles, communication, and conflict—both past and present.
Building New Patterns
Through facilitated conversations and individual coaching, we help family members establish healthier boundaries, clearer communication, and more authentic relationships.
What You'll Gain
- Greater emotional clarity around money, roles, and legacy
- Improved communication and conflict resolution within the family
- Stronger personal identity and confidence, especially for emerging adults
- Healthier boundaries and expectations across generations
- A more thoughtful, respectful process of wealth and responsibility transfer
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 Financial Advice—It's Family Support
Whether you're a parent planning for the future, or an adult child navigating expectations you never asked for, Dr. Finney creates a safe space to explore who you are outside of the balance sheet—and how your family can grow with compassion and clarity.
