Families that share assets must successfully manage the joining of their emotional and financial lives.  Relative Solutions addresses the difficult questions that emerge from the shared risks and opportunities that define their lives together.  By leveraging Relative Solutions' proven methods and tools, our client families both strategically plan for the future and thrive in the present.

Relative Solutions is a firm that manages change with families as they look to transition their wealth from generation to generation.  Whether we are working with a family on the meaning and impact of wealth, or on issues of governance, strategic planning and philanthropy, Relative Solutions helps families to achieve their stated goals.

  • Family Governance & Board Development
  • Human Capital; Leadership Development
  • Family Philanthropy
  • Transition Planning
  • Family Strategic Planning
  • Wealth and Family Dynamics
  • Family Sustainability Assessment
  • Next-Generation Family Education