Client Centered

About Us

At Harvest Family Wealth, we understand the weight you carry as a business owner, a parent, and a steward of wealth. You’ve worked hard to build something meaningful—and now you're asking, How do I protect it, grow it, and pass it on well? That’s where we come in.

What WE Do
What Unique
Problems We Tackle:

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We help generous business owners and their families steward their wealth with clarity, purpose, and intention—so they can grow it wisely, enjoy it fully, and pass it on with meaning. Through deep financial planning and legacy-minded strategy, we walk with you every step of the way.

Here are a few of the problems we solve every day:


Overwhelming responsibility to get it all right

we take the full weight of planning off your shoulders and aim to multiply your time and build a plan so comprehensive that you don’t have to worry about anything slipping through the cracks


Missed opportunities in taxes, giving, or investment strategy

that could be working harder for your goals


Lack of clarity

on how to align wealth with your values and long-term vision for your family and business


Navigating complex business exits

and once-in-a-lifetime liquidity events, making sure the outcome fuels your next season


Disconnected or outdated financial plans

that don’t adapt as your life, family, and business evolve


Difficulty transferring wealth

in a way that preserves family unity, leadership, and vision.

You don’t need to figure it all out alone. We help you carry the load with speed, precision, and care—so you can focus on what matters most.

Learn more

What Makes Us DifferentYou Are not a Client.
You’re Our Partner.

Our firm is purpose-built to solve the unique financial challenges generous business owners face—whether it’s optimizing your business transition, aligning your wealth with your values, or securing your family’s legacy. While we bring deep technical expertise in tax, estate, investment, and charitable planning, we believe it’s our genuine relational care that sets our client experience apart. Ultimately, our greatest satisfaction comes from walking alongside you, helping you steward your success into lasting impact.

Meet Your TeamOur people are our greatest asset, and we invest heavily in them

Chris White

Chris White, CFP®, CEPA®, CKA®, ChFC®

Founder & Principal

615-807-0940

Brianna Lindsay

Brianna Lindsay

Director of Operations

615-807-0980

Kajsa White

Kajsa White

Marketing & Special Events Coordinator

April McLaughlin

April McLaughlin

Planning Assistant

A Smarter, More Scalable Team

A Smarter, More Scalable Team

Instead of building a large in-house staff, we’ve chosen to partner exclusively with Commonwealth’s specialized back-office teams—drawing on their Advanced Planning, Research, and Retirement Consulting Services groups.

This model gives our clients access to deeper expertise, broader resources, and more hands on deck—without the cost of a traditional firm. It’s smarter, more efficient, and aligns with our core value of wise stewardship.

The result? More thoughtful planning, more value, and a team that feels custom-built for your family’s needs.


Advanced Planning TeamResearch TeamRetirement Team

our processThe Harvest Process

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The Harvest Process is our signature framework designed to help generous business owners and families steward wealth with clarity, confidence, and purpose. It's more than a financial plan - it's a journey we walk together, from where you are now to where you feel called to go. Whether you're navigating a business transition, preparing for retirement, or planning your family's legacy, this process brings order, intentionality, and momentum to every step. We plant with purpose, grow with focus, harvest with excellence, and steward with vision.


Plant

  • Evaluate your current financial position, business holdings, and family dynamics.
  • Benchmark all areas of your financial life: investments, tax, estate, business, giving, and more.
  • Identify gaps, risks, and opportunities.
  • Design and begin implementing a clear, personalized financial plan that aligns with your goals and values.


Grow

  • Regularly review your plan in light of market shifts, tax law changes, and life transitions.
  • Fine-tune strategies as your business grows, family dynamics shift, or goals evolve.
  • Manage investments with discipline and flexibility to support long-term growth and impact.
  • Maintain alignment between your wealth and your calling.


Harvest

  • Prepare for and navigate major liquidity events like a business sale, real estate exit, or retirement.
  • Ensure the outcomes of your harvest align with your long-term goals and legacy vision.
  • Coordinate with tax, legal, and business professionals to structure the transition well.
  • Celebrate the harvest with peace, knowing it was handled with care and purpose.


Steward

  • Build intentional strategies to preserve and pass down wealth, values, and wisdom.
  • Facilitate family conversations and legacy planning across multiple generations.
  • Develop thoughtful charitable giving plans that reflect your heart and maximize impact.
  • Continue guiding, refining, and walking alongside you as new opportunities arise.

FAQSome of your questions answered

Here are a few of the most common questions we hear from families we serve. If you don’t see your question listed—or if you'd simply rather talk it through—don’t hesitate to give us a call. We’re always happy to help.

Schedule a Call +

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  • We help generous business owners and their families steward their wealth with clarity, purpose, and intention—so they can grow it wisely, enjoy it fully, and pass it on with meaning. Through deep financial planning and legacy-minded strategy, we walk with you every step of the way.

  • We serve purpose-driven families who view their wealth as a stewardship responsibility and are committed to making a multi-generational impact.

  • Our firm is purpose-built to solve the unique financial challenges generous business owners face—whether it’s optimizing your business transition, aligning your wealth with your values, or securing your family’s legacy. While we bring deep technical expertise in tax, estate, investment, and charitable planning, our clients often tell us it’s our genuine relational care that sets their experience apart. Ultimately, our greatest satisfaction comes from walking alongside you, helping you steward your success into lasting impact.

  • Most of the families we work with have a net worth between $5 million and $20 million, but there are certainly some outside that range too. Additionally, most of the families we serve have a minimum of $1 million of investable assets with us.

    The truth is, we’d love to serve everyone—but there’s only so much time in the day to do this work deeply and personally. What matters most to us isn’t how much someone has, but who they are. We only work with awesome people who desire to impact others and intentionally steward what they’ve been entrusted with. And if you’re a friend or family member of a client and don’t meet the minimum, we’ll always make time for a conversation—because relationships come first.

  • Chris holds several designations that reflect both technical expertise and values-based planning, including the CERTIFIED FINANCIAL PLANNER® certification (CFP®), Certified Exit Planning Advisor (CEPA), Certified Kingdom Advisor® (CKA®), and Chartered Financial Consultant® (ChFC®). Each designation equips him to serve families with excellence—whether navigating complex business transitions, designing tax-smart legacy plans, or aligning financial decisions with your values.

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Are You Ready?Take the First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Call +