Fredda Herz Brown “Influencing Change in the Family” at the Citi Private Bank Family Office Leadership Program

Relative Solutions is pleased to be among the recognized thought leaders participating in the Citi Private Bank Family Office Leadership Program.  Fredda Herz Brown kicks off today’s events with a conversation on “Influencing Change in the Family.”  This three-day program brings together industry experts alongside family office principals and executives for meaningful dialogue and strategic analysis surrounding what makes for a successful family office and family office leader.

Relative Solutions is pleased to be among the recognized thought leaders participating in the Citi Private Bank Family Office Leadership Program.  Fredda Herz Brown kicks off today’s events with a conversation on “Influencing Change in the Family.”  This three-day program brings together industry experts alongside family office principals and executives for meaningful dialogue and strategic analysis surrounding what makes for a successful family office and family office leader.

4th Annual Private Banking & Family Office Summit

Did you know that 30% of family enterprises in mainland China are led by women?  How are some of the richest families in China dealing with this change in family dynamics while also managing the transfer of their wealth to the next generation?  Relative Solutions and Banyan Wisdom learn from each other on these topics and more at the 4th Annual Private Banking & Family Office Summit in New York on April 28, 2016.  Fredda Herz Brown shared herr knowledge on how best to navigate these transitions.  We are delighted to join this conversation with our peers and for this select group of enterprising families from China.

The Secret to Keeping a Family Business Alive

Relative Solutions discusses its best strategies on The Secret to Keeping a Family Business Alive with the Leadership and Entrepreneurs team at Forbes.  One of the first steps is understanding exactly how complex the family network has become.  Change, in business, is essential to survival – developing future leaders can mean redefining direction to be sustainable.  Learn more about how longevity is impacting the family enterprise dynamic when multiple generations work together.

Where Theory Meets Practice in Family Offices

Can you teach someone to be a good beneficiary?  Does inherited wealth destroy motivation?  In the latest edition of Private Wealth Report, family office consultant Joe Reilly interviews Fredda Herz Brown, principal and senior consultant at Relative Solutions, about where theory meets practice and how a family should think about using their family office.

Can you teach someone to be a good beneficiary?  Does inherited wealth destroy motivation?  In the latest edition of Private Wealth Report, family office consultant Joe Reilly interviews Fredda Herz Brown, principal and senior consultant at Relative Solutions, about where theory meets practice and how a family should think about using their family office.

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Relative Solutions Webinar Series – A Fresh Look at Trusts: Dialogue Must Replace Command & Control

Trust law has changed more in the last 10 years than in the prior 200. New pathways have been created by which trust terms can be changed and new pressures can be applied to limit the trustee’s ability to “command and control.” It’s time to leave behind the narrow view of trusts where ruling on the cash needs of otherwise passive beneficiaries is the focal point of the trustee relationship. We need a dynamic model that promotes an active dialogue with beneficiaries so that the trust can accommodate change but still preserve the founder’s original intent. Managing the assets and writing checks is no longer enough.

Learn how leading families are adapting to this challenge.  Don Kozusko, a trust law and family enterprise expert, will lead this online discussion.

Please join us for this final installment of the three-part webinar series Investments, Philanthropy, and Trusts.

Wednesday, September 30, 2015

11:00am – 12:00pm EDT

Click here to register.