Southeast Family Office Forum

Relative Solutions’ Fran Lotery, Ph.D, discusses preparing the family for generational transitions: Three Generations of a Family.

Main themes for the conference based on what the families said they were most interested in:

  • transitions: passing the torch to next generation in the family business, family office, philanthropic interests, values, culture, work ethic, entrepreneurial spirit
  •  interaction amongst family members

09/05/2011