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Jan/Feb 2013

January/February 2013 Toolbox

By Barbara Spector

An online assessment to determine steps your family should be taking

The Family Wealth Sustainability Toolkit
By Fredda Herz Brown, Ph.D., and Fran Lotery, Ph.D.
John Wiley & Sons, 2012
102 pp. plus online access; $125
Also available as an e-book

Fredda Herz Brown and Fran Lotery, the founding principals of consulting firm Relative Solutions LLC, are also Ph.D. researchers in the field of family enterprise. Based on their extensive experience working with families of wealth, they developed The Family Wealth Sustainability Toolkit, an online self-assessment and companion manual. The toolkit helps users to consider, in a comprehensive and systematic way, …

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