Financial Planning Forum

Relative Solutions’ Fran Lotery and Betsy Brill, Strategic Philanthropy will be speaking at this dinner meeting at the Sheraton, Palo Alto on: “Grooming Families For Wealth Preservation and Philanthropy”.

04/22/2014 5:00pm – 04/22/2014 8:00pm

Relative Solutions’ Fran Lotery and Betsy Brill, Strategic Philanthropy will be speaking at this dinner meeting at the Sheraton, Palo Alto on: Grooming Families For Wealth Preservation and Philanthropy”.

Family Firm Institute’s Annual Conference

Relative Solutions’ Consultants, Fran Lotery and Ilene Weingarten, and Affiliate, Dante DeLucia, facilitated a workshop on Latin American Families in Business: A Sustainability Model, based on the Family Wealth Sustainability Toolkit, at the Family Firm Institute’s Annual Conference held in San Diego on October 17th – 19th, 2013.

10/17/2013 8:00am – 10/19/2013 12:00pm

FDU Family Business Forum

Relative Solutions’ Senior Consultant, Fredda Herz Brown, presented on Sharing Space – Multiple Generations in the Family Business at FDU’s Family Business Form held at the Madison, NJ campus on October 10, 2013.

10/10/2013 8:00am – 10/10/2013 12:00pm

FUTR Family Office

Relative Solutions’ Fran Lotery and Ilene Weingarten facilitated a workshop on Family Wealth Sustainability: Creating a Future at the FUTR Family Office’s Family College held in California on October 12th, 2013.

10/12/2013 8:00am – 10/12/2013 5:00pm

FBN NxG International Event

Relative Solutions’ Senior Consultant, Fredda Herz Brown, was a panelist discussing Next Generation Challenges in Family Business Sustainability at the FBN NxG International Event held in NYC on June 6th-7th, 2013.

06/06/2013 9:00am – 06/07/2013 6:00pm

2013 Angelo Gordon Investor Conference

Relative Solutions’ Senior Consultant, Fran Lotery, presented on Sustainability in Multi-generational Family Enterprises at the 2013 Angelo Gordon Investor Conference on April 10, 2013 in NYC.

04/10/2013 9:00am – 04/10/2013 9:00am

Relative Solutions’ Senior Consultant, Fran Lotery, presented on Sustainability in Multi-generational Family Enterprises at he 2013 Angelo Gordon Investor Conference on April 10, 2013 in NYC.

IPI Advisors Roundtable

Sustainability: Using what is necessary for today while building the capabilities for the future.

How does a family ensure that they are using only what is necessary for today and building what is needed for tomorrow?

02/07/2013 8:00am – 02/07/2013 10:00am

Over the last decade, Relative Solutions has been elaborating a framework to help explain the success of some families generationally. Fredda Herz Brown and Fran Lotery of RS have written about this framework in The Family Wealth Sustainability Toolkit published by Wiley/Financial, Oct. 2012.  They will present this and their ideas, introduce ways to help families assess just how sustainable they want to be, and what they will need to do to get there.

The University Club

One West 54th Street

New York, NY 10019

Relative Solutions Principal, Fredda Herz Brown “Small Plates and Big Ideas”

Principal, Fredda Herz Brown will be facilitating an interactive small plates event on family philanthropy for the Jewish Federation of Cleveland and PNC Wealth Management. Topics of conversation to include the complexities of family legacy, values, spirit, and shared philanthropic interests.

07/30/2012

LOCATION:

Jewish Federation of Cleveland
Mandel Building
25701 Science Park Drive
Cleveland, Ohio 44122-7302

Associates Jeff Savlov and Carolyn D. Greenspon Offer Seminar on Blending Family and Business

Relative Solutions Associates Jeff Savlov and Carolyn D. Greenspon will team up with J.H. Cohn LLP, one of the leading accounting and consulting firms in the United States, to offer a seminar for family-owned businesses on “How to Successfully Blend Family and Business Through Generations.”

05/15/2012 8:30am – 05/15/2012 11:00am

The seminar will be held in New York City and begin at 8:30am with registration, networking, and refreshments followed by the main program at 9:15. The event takes place at the offices of J.H. Cohn, 1212 Avenue of the Americas, in the 15th floor training room. Jeff and Carolyn will be joined by host Steven Mayer, Cohn regional managing partner for New York.