The Family Wealth Sustainability Toolkit (PDF)

Fredda Herz Brown is acclaimed by clients andprofessional colleagues alike for her groundbreaking work withenterprising families and their trusted advisors. From her numerouscontributions over a quarter century, she has helped to establishstandards of professional practice and develop the body ofknowledge that defines the work of the field to this day. Fredda'sdistinguished career accomplishments have been honored by awardsfrom the Family Office Exchange and the Family Firm Institute,where she is a Fellow and founding board member. She is the authorof Reweaving the Family Tapestry, which encapsulated hermodel for understanding and working with families as they evolvethrough their life cycle. Among her numerous academic appointmentsover the years, she continues as a guest lecturer for the MBAstudents at Columbia University.

Fran Lotery has more than thirty years' experience andknowledge in family economic and emotional systems gained fromworking with professional firms, family enterprises, owners ofclosely held companies, and large nonprofit institutions. Since2006, as one of the principal founders of Relative Solutions, shehas collaborated on research and tools that contribute to advancesin developing human capital and leadership in family enterprisesand understanding the dynamics associated with wealth and themultigenerational family. Fran has been an expert contributor onradio and television, a speaker at professional conferences, and anadjunct faculty member at leading colleges and universities inCalifornia.

Relative Solutions is one of the leading firms helpingmultigenerational family enterprises manage the complex decisionsrelated to their shared assets. Their frameworks, tools, andmethodologies are considered to have established the gold standardfor the professional practice of trusted advisors, and thedevelopment of families and their enterprises. The firm's FamilyEnterprise Leadership System (FELS) is the only leadershipassessment framework of its

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