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News & Events

Our commitment to understanding each family, their unique situations and capabilities, allows us to develop customized solutions designed to fit cultural norms.


UPCOMING EVENTS

 

southeastern family office forum (sefof)

September 2019

Carolyn D. Greenspon will be facilitating a Next-Gen session on “The Evolution of a Family Leader”. She will also be a co-facilitator for a Table Topic Session on “Successful Family Business Succession”.

Rebecca A Meyer will be a co-facilitator for a Table Topic Session on “Generational Succession—Having the Right Conversation”.

Bryn Monahan, who is on the Advisory Board for SEFOF, will be facilitating a Table Topic Session on “Next Generation Education” and facilitating a Next Generation Peer to Peer Group.

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citi private bank conference asia

September 2019

Fredda Herz Brown, PhD will be facilitating a Panel on Leadership.

 

campden: THE NORTH AMERICAN FAMILY OFFICE CONFERENCE

November 2019

Carolyn D. Greenspon will be presenting on “Helping Family Offices Develop Next Generation”.

 

campden: THE 21ST EUROPEAN FAMILY OFFICE CONFERENCE

November 2019

Bryn Monahan will be facilitating a workshop on “How to Engage and Interact with the Rising Generation Around the 5 Elements of Sustainability”.


PAST EVENTS

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”.

ifg annual conference

July 2019

Fredda Herz Brown, PhD along with Bryn 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”.

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: 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, discuss the importance of Family Meetings, Fundamentals & Strategy.

Campden Wealth Americas Families in Business Conference

March 2017

Carolyn D. Greenspon addresses 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 joins 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.