News & Events
Our commitment to understanding each family, their unique situations and capabilities, allows us to develop customized solutions designed to fit cultural norms.
PAST EVENTS
SEFOF 2022 Conference
September 12-14, 2022
Relative Solutions was an Educational Partner for SEFOF 2022. Bryn Monahan was on the Executive Committee, and Rebecca Meyer and Jillian Wagenheim moderated sessions.
Columbia University Business School - MBA Seminar
September 12, 2022
Carolyn Greenspon had the opportunity to join the Columbia University Global Family Enterprise Program to discuss her expertise with family enterprises.
shaking the tree debrief
June 16, 2022
Carolyn Greenspon facilitated a debrief of the premiere of Shaking the Tree’s newest production, "The Right Offer.” Attendees were able to watch the film, about a family enterprise navigating a potential seismic change to their business and the ensuing negotiations and discussions surrounding it, and then participate in a guided debrief of the film and discussion on the real impact of the choices made and actions taken by the individuals and family.
Family Business network: family ownership masterclass
May 4, 11, 18, 25, 2022
Fredda Herz Brown was one of the facilitators for Family Business Network’s Family Ownership Masterclass, which explored the “family side” and “business side” of ownership and what it means to be a good owner as an individual and as a collective family, and investigated “Family EQ” and family dynamics, communication, and decision making.
preparation for Family board leadership
April 28-29, 2022
As part of our participation in Family Business Magazine’s "Transformational Women" conference, Carolyn Greenspon and Bryn Monahan co-wrote an article entitled "Preparation for Family Board Leadership: An Essential Element Not Often Considered," exploring the importance of FQ, or Family Intelligence Quotient, and the steps one can take to develop their own FQ in service of their family enterprise.
Read the article here: https://lnkd.in/ge4AKK_y
preparing women for board leadership video
April 28-29, 2022
As part of our participation in Family Business Magazine’s "Transformational Women" conference, Carolyn Greenspon was interviewed in a video entitled "Preparing Women for Board Leadership," exploring the unique challenges women face when preparing for board leadership and some innovative approaches they can consider.
View the interview here: https://lnkd.in/ezNQjRrF
Family Business Magazine - Transformational Women Conference
April 28-29, 2022
Relative Solutions sponsored Family Business Magazine's forum "Transformational Women in Family Business." Carolyn Greenspon moderated a session entitled “Thriving in Crisis: Women Leadership,” Cathy Holuk moderated a working group entitled “Diversity and Inclusion: Women Driving Change,” and Bryn Monahan moderated a session entitled “Positioning Yourself for Board Leadership.”
SEFOF 2021 Conference
September 27th, 2021
Relative Solutions was an Educational Partner for SEFOF 2021. Partners and Senior Consultants Carolyn Greenspon and Rebecca Meyer led the Pre-Conference Workshop entitled "Mastering Family Meetings to Achieve Your Strategic Goals."
Columbia university Business school - mba seminar
June 1, 2021
Carolyn Greenspon moderated an MBA seminar for Columbia University Business School discussing family wealth and family enterprises.
family business magazine: Transformational Women in Family Business forum
May 6, 2021
Carolyn Greenspon moderated a panel entitled “From a Whisper to a Scream - How NextGen Women are Finding Their Voices.”
Citi Private Capital Group Family Office Principals Roundtable Discussion
March 2021
Fredda Herz Brown co-led this round table discussion “Effective Succession Planning and Family Leadership,” examining the topics of family leadership and succession.
Family Business network
February 2021
Carolyn Greenspon and Rebecca Meyer led this webinar, “Building Resilience in Challenging Times,” offering an easy-to-use framework and practical suggestions from their work with family enterprises to help more skillfully navigate this time of uncertainty.
FFI Global Conference
October 2020
Fredda Herz Brown and Rebecca Meyer, along with Erika Karp of Cornerstone Capital Inc., moderated an interactive session entitled “Developing an Expanded View of Family Enterprise Sustainability: Incorporating social and environmental objectives alongside generational goals,” exploring relevant client experiences of incorporating social and environmental objectives with sustainability practices.
PWN Australia: Presentation at the Global Insights - Our Common Future Series
October 2020
Fredda Herz Brown and Rebecca Meyer led a session entitled “Achieving Family Enterprise Sustainability in a Changing World” that discussed the essence of family resilience over generations.
Columbia Business School's Family Business Program presents: FOUNDING WOMEN OF FAMILY WEALTH
February 2020
Fredda Herz Brown shared her insights into her work with family business, wealth, and philanthropy.
The Tables: Women in Conversation
January 2020
Bryn Monahan facilitated a conversation on “Welcoming New Family Members: Inviting In-laws to the Family Enterprise Table”.
campden: THE NORTH AMERICAN FAMILY OFFICE CONFERENCE
November 2019
Rebecca Meyer presented on “Helping Family Offices Develop Next Generation”.
campden: THE 21ST EUROPEAN FAMILY OFFICE CONFERENCE
November 2019
Bryn Monahan facilitated a workshop on “How to Engage and Interact with the Rising Generation Around the 5 Elements of Sustainability.”
SOUTHEASTERN FAMILY OFFICE FORUM (SEFOF)
September 2019
Carolyn D. Greenspon facilitated a Next-Gen session on “The Evolution of a Family Leader.” She also co-facilitated a Table Topic Session on “Successful Family Business Succession”.
Rebecca A. Meyer co-facilitated a Table Topic Session on “Generational Succession—Having the Right Conversation.”
Bryn Mars Monahan, who is on the Advisory Board for SEFOF, facilitated a Table Topic Session on “Next Generation Education” and a Next Generation Peer to Peer Group.
CITI PRIVATE BANK EMPOWERING LEADERS PROGRAMME
September 2019
Fredda Herz Brown, PhD led a panel and case study on “Assuming Leadership: Your Family and Yourself - The Impact of Your Family Dynamics.”
citi private bank conference asia
September 2019
Fredda Herz Brown facilitated a panel on Leadership.
ifg annual conference
July 2019
Fredda Herz Brown, PhD along with Bryn Mars Monahan presented on the “Sustainability and Resilience of Family Enterprises.”
citi family office leadership program
June 2019
Fredda Herz Brown, PhD led a Q&A session on “Developing Next and Succession Strategies” and participated in a panel presentation on “Family Development, Communication and Fairness: Strategies to Avoid Conflict and Litigation.”
cfa wealth management conference
April 2019
Rebecca A. Meyer participated on a panel on “What Wealthy Families Want—Culture, Legacy, and Impact in the Family Office Experience.”
NYSSCPA FAMILY OFFICE
April 2019
Carolyn D. Greenspon participated on a panel on “Family, Legacy and History – Preserving the Family Heritage.”
family office summit, family wealth report
November 2018
Rebecca A. Meyer moderated a panel on “How Philanthropy is Changing.”
IPI Fall forum
October 2018
Rebecca A. Meyer presented on “Is Your Family's Human Capital Prepared for the Great Wealth Transfer?”
collaboration opportunity global
October 2018
Rebecca A. Meyer was a salon facilitator on “Women, Worth, Resiliency: Examining our Responsibility to Ourselves and the World.”
CITI PRIVATE BANK EMPOWERING LEADERS PROGRAMME
September 2018
Fredda Herz Brown, PhD led a panel and case study on “Navigating Leadership Succession - Strategies for Success.”
PNC Privately held business symposium
February 2018
Fredda Herz Brown, PhD presented on “Sustainability and Resilience in Privately-Held or Family-Owned Enterprises.”
Citi Private Bank Family Office Leadership Program
June 2017
Fredda Herz Brown, PhD and Carolyn D. Greenspon, and a distinguished panel that included John Tippit of Mays Family Enterprises, discussed the importance of “Family Meetings, Fundamentals & Strategy.”
Campden Wealth Americas Families in Business Conference
March 2017
Carolyn D. Greenspon addressed US and Latin American family enterprises on “What it Means to be Sustainable for Multi-generational Families.”
The Opal Group Annual Family Office Winter Forum
March 2017
Fredda Herz Brown, PhD joined leading industry experts to discuss “How To Structure Your Family Office.”
FFI 2016 Global Conference
October 2016
Sponsor of “Best Dissertation Award” at the FFI Annual Conference. As FFI marks 30 years of excellence and service to the field of family enterprise and its practitioners, we are honored to be a part of this community alongside our fellow peers and colleagues. Relative Solutions has sponsored the “Best Dissertation Award” since 2011 and we congratulate this year’s winner, Joshua Nacht, for his work on “The Role of the Family Champion.”
Opal Group Family Office and Private Wealth Management Forum
October 2016
Fredda Herz Brown, PhD joined a panel of leading industry experts to discuss the importance of family governance in setting up a family office.