Events
Upcoming Events
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?
Learn more
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.
Learn more
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.
Learn more
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.
Learn more
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.
Learn more
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.
Learn more
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"
Learn more
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.
Learn more
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.
Learn more
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.
Learn more