“Resilience and Sustainability: Essentials for Helping a Family Enterprise be Sustainable” Relative Solutions hosts Advisor/Investor Roundtable at the Institute for Private Investors in New York City – April 25, 2017

Fredda Herz Brown leads an Advisor/Investor Roundtable today with members of the Institute for Private Investors in New York City.  As professional advisors at Relative Solutions, one of our objectives is to help families to have the difficult conversations necessary to move themselves forward both as individuals and as integral members of their family enterprises.  But how do we know when there is readiness and availability to begin this process?  How do we help enable resilience in a family, to help them do the hard work that’s required and endure the process?  To learn more about “Resilience and Sustainability:  Essentials for Helping a Family Enterprise be Sustainable,” please contact us at Relative Solutions.

Video presentations: FOA’s “Successful Families” series

Relative Solutions is pleased to share the next series of conversations on what makes for “Successful Families.” In collaboration with Family Office Association, Fredda Herz Brown joins a leading panel of her peers to discuss best practices around “Mission and Constitution” and developing a family “Sense of Purpose.” We invite you to listen to these perspectives and insights here: https://vimeo.com/album/4228677

 

Relative Solutions is honored to be recognized by Wealth & Finance International

Relative Solutions is honored to be recognized by Wealth & Finance International for “Best Transition Planning Services 2016.” We deeply appreciate this award in recognition of our commitment to help family enterprises navigate change as they seek to transition their wealth across generations. Families that share assets must successfully manage the joining of their emotional and financial lives. We continue to strive to inspire – and be inspired by – those we serve.

FFI Podcast with Fredda Herz Brown and Carolyn Greenspon

Have you checked out the latest FFI podcast?  Fredda Herz Brown and Carolyn D. Greenspon, both senior consultants with Relative Solutions, sat down for an interview for the June issue of The Practitioner.  Hosted by Andrew Karlen, member of The Practitioner Editorial Committee, their conversation includes insights into the model used by Relative Solutions in their family enterprise consulting practice that mirrors the message they want to send to clients.  Founder and Fellow of FFI, Fredda Herz Brown also discusses how the Institute and field have changed over 30 years. We think you’ll enjoy it.

Click here for The Practitioner.

Fredda Herz Brown “Influencing Change in the Family” at the Citi Private Bank Family Office Leadership Program

Relative Solutions is pleased to be among the recognized thought leaders participating in the Citi Private Bank Family Office Leadership Program.  Fredda Herz Brown kicks off today’s events with a conversation on “Influencing Change in the Family.”  This three-day program brings together industry experts alongside family office principals and executives for meaningful dialogue and strategic analysis surrounding what makes for a successful family office and family office leader.

Relative Solutions is pleased to be among the recognized thought leaders participating in the Citi Private Bank Family Office Leadership Program.  Fredda Herz Brown kicks off today’s events with a conversation on “Influencing Change in the Family.”  This three-day program brings together industry experts alongside family office principals and executives for meaningful dialogue and strategic analysis surrounding what makes for a successful family office and family office leader.

4th Annual Private Banking & Family Office Summit

Did you know that 30% of family enterprises in mainland China are led by women?  How are some of the richest families in China dealing with this change in family dynamics while also managing the transfer of their wealth to the next generation?  Relative Solutions and Banyan Wisdom learn from each other on these topics and more at the 4th Annual Private Banking & Family Office Summit in New York on April 28, 2016.  Fredda Herz Brown shared herr knowledge on how best to navigate these transitions.  We are delighted to join this conversation with our peers and for this select group of enterprising families from China.