Northern Trust Family Financial Forum

Fredda Herz Brown to present on “Family Leadership in a New Economy” at Northern Trust’s Family Financial Forum at the Broadmoor, Colorado Springs, Colorado on September 30th.

At the base of our changing economic condition is a world which has grown smaller and more interconnected.  Our lives, while made easier by technical devices, have also become more complicated.  It has been argued that leadership on a global level will require a different mind-set and skills.  This seminar will examine what kinds of knowledge and skills will be necessary for family leadership in families of wealth.


Sustainability 101: What You Need to Know Now to Help Your Family Thrive

Please join Relative Solutions for the 1st Webinar in an Upcoming Three-Part Series on Family Sustainability:

What Does It Mean, Why Does It Matter, and How Do You Get It?

09/16/2010 4pm

Sustainability 101: 

What You Need to Know Now to Help Your Family Thrive

Join Relative Solutions Principals Fredda Herz Brown and Fran Lotery as they provide a preview from their soon-to-be released publication on the important topic of family sustainability.  Fredda and Fran will share insights, best practices and new research on family sustainability. No longer just associated with the environment, sustainability is now a term applied to families who seek to sustain their family capital over generations.

Join Us to Learn

  •  How do families with substantial assets preserve their core values and uniqueness?
  • What you can do now to ensure your family and wealth thrives, not just survives, over time?
  • How do today’s families sustain their family capital (human, social, intellectual and financial) with each new generation?
  • How do you prioritize your family’s needs?

The New Family Office Forum

Fredda Herz Brown and Fran Lotery to present at the New Family Office Forum in Chicago.

On June 15th at 1:30pm Fredda and Fran will conduct a pre-conference workshop on “Family Governance: diminishing the human capital risks and managing the complexity of family wealth through an effective family governance framework”.  Then on June 16th at 11:30am they will present on “Educating the next generation for responsible ownership and leadership”.

For more information and to register please go to:

06/15/2010 – 06/17/2010

Building Family Wealth: Attending to the Human Capital Side of the Equation

The Institute for Private Investors in collaboration with Relative Solutions and the Human Capital Alliance will present this session for Advisors. They will discuss specific ways for advisors to help clients assess and develop their human capital.

For more information and to register please go to:

05/13/2010 8:30am – 05/13/2010 10:00am

IPI’s Advisors Roundtable

The current financial crisis has shaken families at their foundation, and the very “crisis” nature of the world around has increased the level of tension and anxiety within. Advisors also tend to be struggling with their anxiety about financial decisions made for clients and the impact of the financial crisis on their financial yardsticks. With families and advisors both striving to find a stable ground in the midst of it all, redefining values and developing decision making, governance and leadership becomes more important.

Fredda Herz Brown will be presenting on Tuesday, September 15th, 2009 at the Yale Club in NYC.  This Advisors Roundtable will focus on:

  • The financial “post traumatic” stress for families and advisors
  • Dealing with advisor stress in the face of client stress
  • Redefining purpose, the meaning of money and success
  • Developing governance for the post trauma years