We build the essential infrastructure to make your day-to-day life and business simpler.
Your dedicated partner that coordinates systems, processes, and service providers.
CORE PILLARS OF EXPERTISE
Operational Design
I have spent my career at the intersection of coordinating logistics and leadership. My experience isn't just in "managing" a business; it’s in re-engineering it.
System Integration
Transitioning legacy manual processes into automated, cloud-based ERP and project management environments.
Vendor Ecosystems
Negotiating and auditing third-party relationships (IT, Insurance, Benefits) to ensure performance meets the price tag.
Turnaround Strategy
Stepping into fragmented operations to document processes, clean up and understand financial reporting, and structure growth or transition.
Family Office & Stewardship
Managing significant wealth requires more than an accountant, it requires a Chief Operating Officer for the Family.The Private Infrastructure
Building secure "Digital Vaults" and automated bill-pay systems to provide families with total transparency and minimal administrative burden.Intergenerational Preparation
Developing educational frameworks to prepare heirs for the technical and emotional responsibilities of wealth.Governance
Creating family and philanthropic roadmaps that align a family’s capital with their core values.
The "New Vision" Approach
My career is defined by three non-negotiables: Clarity, Compliance, and Continuity. Whether I am acting as a Fractional COO for a scaling business or an Advisor for a family, the goal is the same: to build a system so robust that it no longer requires the principal's constant intervention."Efficiency is doing things right; effectiveness is doing the right things. I provide the systems to ensure you are doing both."
SERVICES
The 360° Operational Audit
A comprehensive "under-the-hood" inspection of your business. We identify bottlenecks in your business and friction in your processes.The Deliverable
A prioritized "Efficiency Roadmap" with immediate ROI fixes.Best for:
Companies feeling "stuck" or experiencing growing pains.
The Private Family Office "Launchpad"
We build the infrastructure for your personal wealth. This isn't just accounting; it’s a full system for bill pay, document storage, and lifestyle management.The Deliverable
A secure Digital Vault, automated Bill-Pay workflow, and a Consolidated Net-Worth Dashboard.Best for:
Individuals whose personal complexity has outpaced their personal time.
Fractional Operations Specialist (COO)
High-level executive leadership without the full time employee price tag. We manage your vendors, coordinate with your staff, and professionalize your internal reporting.The Deliverable
10–40 hours of monthly process oversight, project execution, and a monthly executive touch base.Best for:
Founders who need to step out of the daily weeds to focus on big-picture growth.
Non-Profit Infrastructure Engine
A Fractional COO solution designed to transition non-profits from "Founder-led" to "System-driven."The Deliverable
10–40 hours of monthly process oversight, project execution, and a monthly executive touch base.Best for:
Organizations that do not have the operating budget for full time employees, or experience turnover of key staff and need system and process continuity.
Lindsay Fager
As the founder of New Vision Solutions, Lindsay transforms organizational complexity into strategic clarity for businesses and ultra-high-net-worth families.With a background managing operations and compliance for a $950M RIA, her expertise spans trust administration, estate transition, and multi-generational wealth stewardship. Lindsay specializes in bridging the gap between technical precision—coordinating with legal, tax, and investment teams—and the discretion required for sensitive family dynamics.Whether stabilizing business operations or designing legacy frameworks, Lindsay builds the professional infrastructure families need to align purpose, people, and capital for generations to come.She has presented on international markets and agribusiness, and has designed educational programs for clients and peers alike.
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FREQUENTLY ASKED QUESTIONS
What is a Family Office?
In simple terms, it is a professionalized service that offers ongoing support and coordination to families and high income earning individuals who lead a complex financial life. Services could be as simple as paying monthly bills and coordinating upcoming payments that you may need you to reach out to your accountant and investment advisor prior to payment. We take care of all of the moving parts and coordination between your trusted service providers.
Who needs a Family Office?
Since the term "Family Office" has historically been dedicated to ultra-high-net-worth families, services can now be offered to busy families and high income earning individuals as our services are customizable in terms of dedicated hours and specializations needed. Many client's don't need a dedicated full time person, so we consider ourselves a multi-family office.
Multi-family office is as it sounds. There are multiple families and clients receiving ongoing services.
What other services can you provide us?
We consider ourselves generalists. This means that we are able to serve in a multitude of capacities. What we don't know is referred out to someone we know and trust who does.We are able to coordinate among existing service providers such as your attorney, accountant, insurance company, investment advisor, and others.We can help coordinate your next property purchase, document family stories, educate the next generation on financial literacy, accomplish your philanthropic goals, assist with formalizing and transitioning the family business and much more.
What are fractional operations solutions?
Small businesses can be under resourced at times. This may take the form of understaffed or under skilled. It may not be necessary or feasible to hire a full time employee. That's where New Vision Solutions comes in. We are able to evaluate current business operations and provide support in the form of project management for a system or provider change over. We can help identify efficiencies, and implement new solutions. We aren't there just to provide suggestions, but instead provide support from start to finish. We can write and tailor policies and procedures, train other employees or help onboard a replacement.We especially enjoy working with family businesses in their transition period to a new generation of management, or outside management. Let us run point on the logistics on the transition to ensure it goes as smoothly as possible.We have experience in setting up new businesses from the ground up. From connecting an attorney to draft new business documents, to negotiating, contracting, and establishing a tech stack and infrastructure to support ongoing business operations, both for profit and non-profit entities. Reach out to learn more.
