Approach
Relative Solutions serves as an integral strategic component to the family enterprise, guiding their processes and facilitating decision-making. Our commitment to understanding each family and its unique capabilities allows us to develop tailored solutions designed to fit their culture and goals.
We provide a structured approach that is designed to be neutral and objective, so a family’s best thinking can emerge to solve their most pressing challenges. Our process allows families to experience that change is possible.
Through working with us, family members feel heard, respected, and optimistic that what they have created will be sustainable. They gain a sense of accomplishment from learning to work together in new ways and achieving their most important goals.
These are the areas families most often ask us to guide them through:
Family Governance, Board Development, Foundation Governance
Governance – the ways a family organizes itself to make decisions – is not a one size fits all matter; it is most effective when it is tailored to the family culture and values and is designed to enhance family dynamics. [more…]
SUCCESSION AND TRANSITION PLANNING
Ownership Transition, Business Leadership Succession, Trustee Succession, Board Succession
Transitions are not a single event; they evolve over time. Successful transitions require ongoing attention to the evolution of the ownership and management of family assets as well as the shift in roles and responsibilities. [more…]
Communication, Collaboration Within and Across Generations
Money and wealth are among the most intimate of subjects for families providing fertile ground for confusion and conflict. By enhancing communication skills and better understanding of patterns of relating, families improve their ability to work together on their shared assets. [more…]
FAMILY EDUCATION AND LEADERSHIP DEVELOPMENT
Next Gen Education, Individual and Group Coaching, Women Leaders
Successful families are committed to enhancing their human capital. They invest in the growth of individual and collective leadership and collaboration skills while creating educational experiences that expand and deepen knowledge. [more…]
FAMILY OFFICE DEVELOPMENT AND PLANNING
Leadership, Inter-Generational Planning
Family offices are unique businesses that can engage in a wide variety of activities to manage a family’s complex financial circumstances. Over the long run, family leadership along with effective collaboration between the family and the family office executive(s) are key to the success of family offices. [more…]
Inter-Generational Philanthropy, Next Gen Philanthropy, Foundation Board Development
Family philanthropy can be a source of connection and shared purpose. Making the time to develop alignment around philanthropic values, mission, and the strategy for giving, enhances the success of family foundations, especially when more than one generation or family branch is involved. [more…]