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People

Collectively, for more than half a century our team has been working with families across the globe to guide them toward uncommon results. All of our efforts are focused on using a proven process to improve a family’s decision-making—a collaboration designed to bridge a family’s present with its future.

 

 

FREDDA HERZ BROWN, PhD

Senior Partner, Senior Consultant
Fredda has been a pioneer and continual innovator in the family enterprise field. She has a career spanning more than a quarter of a century in which she co-founded Relative Solutions to address the complexities and challenges enterprise families face at the intersection of their economy (work & wealth), and family. More […]


 

Rebecca A. Meyer, MBA

Partner, Senior Consultant
Rebecca brings unique experience as a family office professional—encompassing family governance, family learning, wealth management and investments—to guide families who share assets as they navigate complexities. She helps them develop a deeper capacity to collaborate more effectively through change. More […]

MARK B. RUBIN, CPA

Consultant
Mark works closely with sibling management groups in strategic planning and executive development. Additionally, he is extensively involved in developing compensation and retention strategies for family and key non-family employees. Mark stresses education as a means of broadening commitment. More […]

KAREN PURSLEY

Administrator
Karen provides the glue that holds Relative Solutions’ offices together. As the firm’s Administrator, she manages all day-to-day operations, including initial client contact, whether by telephone, email or snail mail; accounts payable and receivable; meeting planning, including travel arrangements; and legal and insurance issues. More […]

FRAN LOTERY, PHD (retired)

Emerita Senior Consultant
Fran has more than 30 years of experience working with professional firms, family enterprises, owners of closely held companies and non-profit institutions on issues of governance, board development, conflict management, organizational change, leadership development and executive coaching. More […]

Carolyn D. Greenspon, MSW

Partner, Senior Consultant
Carolyn integrates her extensive experience working with families with her passion for teaching and mentoring the next generation to assume their role and responsibility as leaders of the family enterprise. Through her efforts, families are able to create effective family governance structures that span generations. More […]

BRYN MARS MONAHAN

Consultant
Bryn focuses on the intersection of business and family, pairing her knowledge of business operations with insights into the challenges of the family enterprise. She provides structure for governance, leadership, and education, particularly as it relates to succession and the Rising Generation. More […]

JULIE SHAFER, MA, MFCC

Consultant
Julie helps personalize giving and investment strategies for families and individuals through the exploration of giving goals and motivations, as well as risk and return. She specializes in effective, efficient and sustainable leadership and governance best practices for families, individuals, foundations, and nonprofits. More […]

ILENE WEINGARTEN, MA

Consultant
Ilene has in-depth experience and understanding of the complexities of both business and family dynamics. She is experienced in assisting families, owners, and management systems in transition. She brings with her years of experience and understanding of the complexities of both family and business dynamics. More […]

 

 

Affiliates

We believe families have inherent ways to reach their solutions. We believe that while there are universal truths about families who share an economy, we recognize that our methodology is culturally based. We believe that each culture forms its own context for solutions. Thus, we have sought to collaborate with consulting groups from other cultures to share our methodology and to participate in the development of theirs.

We partner with the following affiliates:

BRADLEY FISHER

Affiliate
Brad works with entrepreneurial families who want to thrive across multiple generations. He is the co-founder and Managing Partner of Featherstone Holdings. More […]

DAVID HARLAND, CPA, CFBA, CFBA

Affiliate
David works closely with established multi-generational family groups throughout the Australasian region. Based in Brisbane, Australia, he is the Managing Director of FINH. More […]