IPI Advisors Roundtable

Sustainability: Using what is necessary for today while building the capabilities for the future.

How does a family ensure that they are using only what is necessary for today and building what is needed for tomorrow?

02/07/2013 8:00am – 02/07/2013 10:00am

Over the last decade, Relative Solutions has been elaborating a framework to help explain the success of some families generationally. Fredda Herz Brown and Fran Lotery of RS have written about this framework in The Family Wealth Sustainability Toolkit published by Wiley/Financial, Oct. 2012.  They will present this and their ideas, introduce ways to help families assess just how sustainable they want to be, and what they will need to do to get there.

The University Club

One West 54th Street

New York, NY 10019