BIO_1_20120816124639Founder & Senior Consultant

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    • Widely recognized for extensive, thoughtful contributions to family enterprises and closely held companies
    • In-depth experience in governance and board development, wealth psychology and philanthropy, shareholder education, transitions in family business and creating change
    • Founding Board member of the Family Firm Institute (FFI), winner of its Richard Beckhard Practice Award and the Hollander Award
    • Author of numerous articles and the highly acclaimed book Reweaving the Family Tapestry
    • Co-Author of The Family Wealth Sustainability Toolkit
    • Member of the Family Business Committee of the Professional Advisory Board of
      Trusts and Estates, the Professional Advisory Board of Triskeles, and the
      Professional Advisory Committee of NYCFEC

Fredda is a pioneer in the field of family enterprise.  Her career in working with families who share substantial assets began over 25-years ago after she completed a research project examining successful first to second generation transitions.  Her research began at The Family Institute of Westchester, a world-renowned postgraduate training center in family systems work, which she founded with several colleagues.  It is the expertise in family systems work that began there that continued in her consulting work with family enterprises.

Dr. Herz Brown was a member of the founding board of The Family Firm Institute where she also spearheaded the work on developing the body of knowledge that defined the work of the field.  She served on the editorial review board of its journal, THE FAMILY BUSINESS REVIEW.  She has written and published extensively on the subjects of women in family enterprise, raising children in wealth, board and leadership development, family governance, harmony and communication, and philanthropy.

She is the co-author of the highly acclaimed and innovative The Family Wealth Sustainability Toolkit.  Combining an online index with a book, the toolkit provides an innovative way for wealthy individuals, family offices, and the financial planners, advisors, and wealth managers who counsel them to better assess their wealth sustainability skills.

Dr. Herz Brown is also the author of Reweaving the Family Tapestry, which encapsulated her model for understanding and working with families as they evolve through their life cycles.  She has authored many articles which demonstrate her thought leadership in the field.  She has served as a mentor to many young consultants and family enterprise scholars who seek to develop both new ideas and their own consultative capabilities.

In 1993, Fredda and Mark Rubin founded The Metropolitan Group, LLC, an organization devoted to the education of, and consultation with, families who share assets — whether as an operating company, a family office and/or a foundation. In 2006 Fredda formed Relative Solutions with Fran Lotery.  Along with her colleagues, she helps families achieve optimum functioning that will enhance their business and their financial lives.  One of the underpinnings of Relative Solutions is the belief that building family intellectual, emotional and community capital is necessary for the preservation and growth of the family’s other assets.

Fredda is also in demand as a speaker. She has been a guest lecturer at Wharton’s Private Wealth management Program, conducted in conjunction with the Institute for Private Investors. Additionally, she has continued her interest in training by teaching at Rutgers University and Fairleigh Dickinson University and Columbia University Business School. Rutgers was one of several universities, including CUNY and Hahnemann Medical Center, where Fredda taught early in her career.

Fredda has received a number of awards recognizing her work in the field.  In 1996 she received the Hollander award for her contribution to the community of family enterprise.  In 2002, she was especially honored to receive the Beckhard award, named for one of her mentors, which acknowledges the recipient’s contribution to practice in the field. In 2009, Fredda was honored as a “thought leader in the field” by the Family Office Exchange and was asked to contribute several major articles as a thought leader celebrating the 20th anniversary of the field.

Fredda continues to contribute to the field by speaking, writing and teaching.  Most recently, her writing has focused on women and wealth, family governance, and raising children in privilege.  Her interest remains on the nexus between family emotion and family economy.