Events

Upcoming Events

February 28, 2012 – 12:00 pm - 2:00 pm
Women, Power and Money
Fran Lotery will be part of a panel of women for the program luncheon "Women, Power & Money," where you will learn valuable insights on how to advise your female clients to best manage their assets, and to prepare for issues related to inheritance.
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Past Events

September 15, 2009 – 8:00 am - 9:00 am
IPI's Advisors Roundtable
The current financial crisis has shaken families at their foundation, and the very "crisis" nature of the world around has increased the level of tension and anxiety within. Advisors also tend to be struggling with their anxiety about financial decisions made for clients and the impact of the financial crisis on their financial yardsticks. With families and advisors both striving to find a stable ground in the midst of it all, redefining values and developing decision making, governance and leadership becomes more important.
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October 1, 2009 – 9:45 am - 11:15 am
Northern Trust Wealth Management Group's Global Wealth Alliance Meeting
Fredda Herz Brown will be presenting on "Family Governance in Turbulent Times: Getting to a New Normal"
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October 20 - 22, 2009
Family Office Exchange Fall Forum
Fredda Herz Brown to be honored as an innovator and pioneer in the development of the family office and private wealth industry over the past 2 decades.
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May 13, 2010 – 8:30 am - 10:00 am
Building Family Wealth: Attending to the Human Capital Side of the Equation
The Institute for Private Investors in collaboration with Relative Solutions and the Human Capital Alliance will present this session for Advisors. They will discuss specific ways for advisors to help clients assess and develop their human capital.
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June 15 - 17, 2010
The New Family Office Forum
Fredda Herz Brown and Fran Lotery to present at the New Family Office Forum in Chicago.
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September 16, 2010 – 1:00 am - 1:00 am
Sustainability 101: What You Need to Know Now to Help Your Family Thrive
Please join Relative Solutions for the 1st Webinar in an Upcoming Three-Part Series on Family Sustainability: What Does It Mean, Why Does It Matter, and How Do You Get It?
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September 22, 2010
Wilmington Trust Company, Womens Luncheon
Fredda Herz Brown to present on "Transmitting Financial Values to Children" at a Womens Luncheon for Wilmington Trust in Boston, MA.
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September 27 - 28, 2010
Family Office Metrics 11th OpsTech 2010 Conference
Fredda Herz Brown to moderate the Family Office Executives Roundtable at the Family Office Metrics 11th OpsTech 2010 conference at the W Hotel, Union Square in NYC.
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6:30 pm September 29, 2010
- 12:30 pm October 1, 2010
Northern Trust Family Financial Forum
Fredda Herz Brown to present on "Family Leadership in a New Economy" at Northern Trust's Family Financial Forum at the Broadmoor, Colorado Springs, Colorado on September 30th.
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October 13 - 16, 2010
Implications for developing family leadership within a learning environment
Fredda Herz Brown and Fran Lotery to present a workshop on "implications for developing family leadership within a learning environment" on the Education Day of The Family Firm Institute's annual conference in Chicago.
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October 25, 2010
Help Your Family Thrive: What You Need to Know About the Human Capital Side of the Equation
Fran Lotery presents on "help Your Family Thrive: What You Need to Know About the Human Capital Side of the Equation" to the Wells Fargo Prive Wealth Group in Beverly Hills, CA.
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October 26, 2010 – 1:00 am - 1:30 am
Overcoming Entitlement and Raising Responsible Next Generation Family Members
Fredda Herz Brown will be presenting on "Overcoming Entitlement and Raising Responsible Next Generation Family Members" to Bernstein Global Wealth Management, 1345 Avenue of the Americas in New York City.
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November 3, 2010 – 4:00 pm - 5:00 pm
Passing the “Sustainability” Test: Five Ways to Tell How Your Family Measures Up
Join Relative Solutions Principals Fredda Herz Brown and Fran Lotery for the second webinar in a three-part series on family sustainability. During this session, Fredda and Fran will share insights, best practices and new research on family sustainability, and will continue to provide a preview from their soon-to-be released publication on this important topic. No longer just associated with the environment, sustainability is now a term applied to families who seek to preserve and grow their family capital over generations.
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November 8, 2010
Family Philanthropy at Its Best: Family Mission, Values and Dynamics Working Together
Fredda Herz Brown facilitates the panel for "Family Philanthropy at Its Best: Family Mission, Values and Dynamics Working Together" hosted by the Holocaust Memorial Center and PNC Wealth Management in Detroit, MI.
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December 1, 2010 – 1:00 am - 1:00 am
Prescription for Progress: How to Dramatically Increase Your Family’s Sustainability
Join Relative Solutions Principals Fredda Herz Brown and Fran Lotery for the third webinar in a three-part series on family sustainability. During this session, Fredda and Fran will share insights, best practices and new research on family sustainability, and will continue to provide a preview from their soon-to-be released publication on this important topic. No longer just associated with the environment, sustainability is now a term applied to families who seek to preserve and grow their family capital over generations.
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February 17, 2011 – 1:15 am - 1:15 am
A Prescription for Building Capacity in Wealthy Families
Fran Lotery presents "A Prescription for Building Capacity in Wealthy Familes" to the Institute of Private Investors, Winter Forum.
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March 3, 2011 – 5:15 pm - 8:00 pm
Sustainability in the Multi-generational Family Enterprises
Fredda Herz Brown presents "Sustainability in the Multi-generational Family Enterprises" to the FFI New England chapter.
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May 12, 2011 – 3:30 pm - 4:30 pm
Ten Ways to Build Leadership Capacity in the Next Generation
Fran Lotery presents "Ten Ways to Build Leadership Capacity in the Next Generation" to the New York Life, Nautilus Group.
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May 19, 2011 – 2:15 pm - 3:15 pm
The State of Complexity: Understanding Family Dynamics in Family Practice, Trust and Estate Building
Fredda Herz Brown presents "The State of Complexity: Understanding Family Dynamics in Family Practice, Trust and Estate Building" to the Akron Bar Association in conjunction with PNC Wealth Management.
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