Relative Solutions

Relative Solutions is a recognized leader in helping multigenerational families manage the complex decisions related to their shared assets. As consultants and educators, the firm’s tools and methodologies are considered to have established the standard for trusted advisors, and for the sustainability of families and their enterprises. 

The Family Wealth Sustainability Toolkit, co-authored by principals, Fredda Herz Brown and Fran Lotery, is an online assessment and action tool developed to help families and their advisors better understand the behavior that defines a family’s evolution and helps them to develop a roadmap for reaching their goals. 

We provide a structured setting which is neutral, objective, and conflictfree, so a family’s best thinking can emerge to solve their own most pressing problems. Using our proven process, clients get the sense that change is possible, and embrace tailored, practical solutions that create substantive and lasting change. 

After working with Relative Solutions, clients feel heard, respected, and optimistic that what they have created will be sustainable and adapt over time. They gain a sense of accomplishment that they have achieved something, and feel energized by the confidence that the path forward toward progress is clear and achievable. 

We invite you to read our case studies, articles, understand our beliefs and meet our people. Call us to discuss how Relative Solutions can move your family toward a prosperous, fulfilling and sustainable future.