The Family Wealth Sustainability Toolkit

Fredda Herz Brown is acclaimed by clients and professional colleagues alike for her groundbreaking work with enterprising families and their trusted advisors. From her numerous contributions over a quarter century, she has helped to establish standards of professional practice and develop the body of knowledge that defines the work of the field to this day. Fredda’s distinguished career accomplishments have been honored by awards from the Family Office Exchange and the Family Firm Institute, where she is a Fellow and founding board member. She is the author of Reweaving the Family Tapestry, which encapsulated her model for understanding and working with families as they evolve through their life cycle. Among her numerous academic appointments over the years, she continues as a guest lecturer for the MBA students at Columbia University.

http://familywealthsustainability.com/

Available on Amazon.com and Wiley.com.

The Family Wealth Sustainability Toolkit gives wealthy individuals, family offices, and the financial planners, advisors and wealth managers who counsel them, the tools they need to better assess their wealth sustainability skills.

One part assessment software tool and one part companion book, the online Index allows readers to assess their family enterprise across four dimensions of sustainability, while the Manual acts both as a roadmap to analyzing their results and provides a foundation in best practices.