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.
Operational services to fit your needs
Family Office Services
We help families and busy individuals document, automate, and outsource their complex financial lives. From bill pay, to family legacy, we are here to manage the intricacies.Bill Pay & Automation
Cash Flow Management
Tax Material Coordination
Service Provider Contracting
Calendar Creation & Updates
Accounts Documentation & Maintenance
Fractional Operations Solutions
We help bridge the gap between management and employees by understanding and creating efficiencies in the day-to-day running of a business.Evaluates operations and service providers such as:
RISK | Insurance, Finances & Governance
SYSTEMS | Software, Policies & Procedures
ACCOUNTING | Taxes & Bookkeeping
HUMAN RESOURCES | Payroll, Compliance & Employee Benefits
About
Lindsay Fager
Finance | Business | Operations
Lindsay is the founder of New Vision Solutions, a small business and family office services firm dedicated families transform complexity into clarity.With a background spanning trust administration, foundation management, and strategic operations, Lindsay brings a disciplined yet personal approach to multi-generational wealth stewardship through business transitions and family office services.Her experience includes oversight of trusts, legacy planning, and estate administration, as well as coordination with legal, tax, and investment professionals on behalf of ultra high net worth families.Before establishing New Vision Solutions, Lindsay led operational strategy, compliance, and client service for a registered investment advisory firm that managed $950M in assets. She managed business operations, relationships, processes, and transitions across multiple entities.Lindsay’s career is defined by her ability to balance technical precision with discretion and empathy, creating structure where businesses and families need stability and continuity.She has presented on international markets and agribusiness, and has designed educational programs for clients and peers alike.Through New Vision Solutions, she continues to help families align purpose, people, and capital for generations to come.
Experience
Operations Manager: $950M AUM RIA
MANAGEMENT
Comprehensive management of daily business operations was performed, including direct oversight of employees, profitability, and vendor relationships. Responsibilities also extended to strategic planning, execution, and collaborating with CPAs on annual financial audits, adapting to fulfill any necessary operational duties.OPERATIONS
Managed workflows and teams responsible for administrative tasks, administered multiple foundations with grants and fund distribution, and handled ongoing tax preparation and payments for several trusts.
Planned and executed various impactful ad-hoc projects for the business, including custodial changeovers, 401K plan setup, new website development, and a new building search.CLIENTS
Comprehensive client relationship management was maintained, including overseeing all client interactions, especially those in the $10M+ category, to ensure their needs were met. This involved coordinating with CPAs on tax matters, assisting with payments, and managing cash levels. Trained account onboarding, participated in client meetings, performed ad-hoc financial and complex estate planning, and rebuilt internal records to standardize client files.PORTFOLIO MANAGEMENT
Ensured adequate cash levels for clients and performed ad-hoc analysis on proposed and current core positions.COMPLIANCE
Centralized regulatory compliance, audited the previous program and established a new infrastructure. Handled monthly tasks and timely filings, continuously evolved procedures. Was responsible for fairly allocating trades and standardizing tasks and projects for easier training and duplication.HR
Coordinated all aspects of employee lifecycle management, from recruiting and onboarding to training and offboarding. It also included managing employee compensation and benefits, including payroll, and ensuring annual compliance with reporting entities.
Risk Management Consultant: Commodities | Hedging
CONSULTING
Consulted with grain elevators across OH, MI, IN, and Ontario to hedge commodity risk. Maintained accurate records of customer-specific basis positions and tracked currency exposure in USD and CAD, while advising on spreads and cash market opportunities.MARKET ANALYSIS & EDUCATION
Actively learned and analyzed commodity markets, delivering market outlook presentations. Developed and delivered education and training to farmers, commercials, and end-users on the foundations of risk management, both in-person and online.PRODUCT DEVELOPMENT
Built and implemented new products and services to meet client needs, including concise market information and delivery, streamlined reporting, and personalized strategy meetings.OPERATIONS & SUPPORT
Assisted in office operations, including hiring, onboarding, training, and retention of staff and interns. Daily operations included over 30 core customers, 100+ inbound phone calls, and 200+ inbound emails, all of which were time-sensitive.
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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.