| 10.28.09 |
THE NEW WEALTH PARADIGM: How affluent women are taking control of their futures
This groundbreaking webinar, which aired on October 27th, 2009 at 4:00pm EDT, covered highlights from Relative Solutions’ recent study on women and wealth, which illuminated the role affluence plays in the lives and future plans of the wealthiest women in our society. While only a few generations ago all wealth was held by men, now the balance has shifted to where more and more of the wealth of the family is made and controlled by women.
Many participants in the study commented on their evolving and ambivalent relationship with money: "I've grown to be comfortable with money, but it took a lot of time. I felt it was a great privilege, but it sort of hurt my motivation for a career. I'm a bit uncomfortable about our family wealth, and I see signs of it in my kids. I'm not sure it was good to give kids so much money at 21. I worry that it may impair them as it did me."
|
| 06.22.09 |
Women and Wealth Research 2009
Relative Solutions, Wilmington Trust and Campden Research and are proud to present the Women & Wealth 2009 Research. This groundbreaking study provides an in-depth look at how exceptionally affluent women are changing the wealth paradigm, taking control of their futures and steering their wealth to the betterment of their families and communities. It also provides insights into how wealth advisors can best serve them.
|
| 03.01.09 |
Sam Davis presenting to the Association for Small Foundations
Sam Davis will be presenting to the Association for Small Foundations' Lunch and Learn series at noon on March 17th in Washington, DC.
|
| 01.13.09 |
Sam Davis leads family gathering webinar for the Council on Foundations
The Development of Mission and Values Statements for Family Foundations
|
| 10.01.08 |
Relative Solutions Conducting Women and Wealth Study
Relative Solutions’ Women and Wealth Study
Seeking Women with Substantial Family Wealth
To Participate in a Confidential Interview Study
|
| 04.23.08 |
The Families in Business Conference, May 27-29 at the St. Regis Hotel in San Francisco
Dennis Jaffe will be convening a panel about how a large family business, and two later generation family heirs, have pursued initiatives that combine personal and social values in companies.
|
| 04.22.08 |
IIR's 15th Annual Family Office Forum
On Thursday, June 19th, 2008, in Chicago, Fredda Herz Brown and Sam Davis will be presenting on Managing Your Role as the Family Office Professional. Fran Lotery and Andrew Keyt will present on the Challenges and Issues for Wealthy Families.
|
| 04.21.08 |
6th Annual Integrated Wealth Management Forum
Fredda Herz Brown and Fran Lotery will present on Women and Family Enterprises: Family Dynamics at Work on Wednesday, September 17th, 2008 at the Union League Club in New York City.
|
| 01.10.08 |
Fran Lotery in Worth
Fran Lotery responds to a reader's question in the Advisors' FORUM In Worth magazine, January/February 2008 issue. For the complete column, please go to the article titled Keeping Up under the Wealth Psychology area of the website.
|
| 11.07.07 |
Family Business Forum at the University of North Carolina, Asheville
Boards of Advisors/Directors: A Practical Overview
Fredda Herz Brown will present on Tuesday, November 13th at 8:00am to the Family Business Forum at the University of North Carolina at Asheville. She will lead the attendees into the Board Room with the answers to such questions as "Does our business need a board? Who should be a member? Should a board be compensated?" and more.
|
