| 04.23.08 |
The Families in Business Conference, May 27-29 at the St. Regis Hotel in San Francisco
Dennis Jaffe will be convening a panel about how a large family business, and two later generation family heirs, have pursued initiatives that combine personal and social values in companies.
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| 04.22.08 |
IIR's 15th Annual Family Office Forum
On Thursday, June 19th, 2008, in Chicago, Fredda Herz Brown and Sam Davis will be presenting on Managing Your Role as the Family Office Professional. Fran Lotery and Andrew Keyt will present on the Challenges and Issues for Wealthy Families.
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| 04.21.08 |
6th Annual Integrated Wealth Management Forum
Fredda Herz Brown and Fran Lotery will present on Women and Family Enterprises: Family Dynamics at Work on Wednesday, September 17th, 2008 at the Union League Club in New York City.
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| 01.10.08 |
Fran Lotery in Worth
Fran Lotery responds to a reader's question in the Advisors' FORUM In Worth magazine, January/February 2008 issue. For the complete column, please go to the article titled Keeping Up under the Wealth Psychology area of the website.
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| 11.07.07 |
Family Business Forum at the University of North Carolina, Asheville
Boards of Advisors/Directors: A Practical Overview
Fredda Herz Brown will present on Tuesday, November 13th at 8:00am to the Family Business Forum at the University of North Carolina at Asheville. She will lead the attendees into the Board Room with the answers to such questions as "Does our business need a board? Who should be a member? Should a board be compensated?" and more.
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| 10.04.07 |
The Families in Business Conference
The Family Office Workshop is the third private meeting in the USA exclusively for leaders, owners and senior executives of family owned businesses. The conference is being held on October 11 & 12, 2007 at the Metropolitan Club, New York, NY. Fredda Herz Brown will be the moderator for the session on Governance Structures on October 12th.
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| 10.04.07 |
Private Banking Latin America
Private Banking Latin America 2007 is the meeting place for family offices, private bankers and wealth managers who recognize the tremendous growth potential in this exclusive industry. The conference is being held November 7-9, 2007 at the InterContinental, Miami, FL. Fredda Herz Brown will be a panelist on "Sustaining families, family businesses and family wealth: Lessons from Latin America" on November 9th.
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| 08.20.07 |
Article to published in "Passages"
Fredda Herz Brown and Patricia Angus have written an article titled "Family governance Meets Family Dynamics: A Survey and Strategies for Successful Joint Philanthropy", which was published in the National Center for Family Philanthropy's Passages Volume 7.3. To download a PDF of the article, please go to the Articles area under Family Philanthropy of our website.
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| 06.08.07 |
Textile Rental Service Association National Conference
The Textile Rental Service Association National Conference will be held June 8 - 10, 2007 in Las Vegas. On June 8th, Sam Davis will present a workshop on "Developing Successor Plans: A Family Business Primer".
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| 06.05.07 |
14th Annual Family Office Forum
The 14th Annual Family Office Forum will be held June 5 - 7, 2007 in Chicago. Fredda Herz Brown and Fran Lotery will conduct a workshop on "Leadership for Enterprising Families" on June 5th.
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