Building Resilience in A Family EnterpriseBuilding Resilience in A Family Enterprise

Rebecca A. Meyer is Managing Director of Client Strategy at Pitcairn, a recognized global leader in the specialized family office marketplace. Rebecca manages Pitcairn’s planning team. In that capacity, she is responsible for coordinating the development of comprehensive strategies designed to meet long-term goals for multi-generational families. She is accountable for developing client deliverables and customized client education initiatives. Through her work with single family office clients, Rebecca has helped families develop new governance processes and re-evaluate their wealth structures as part of generational transitions. Rebecca was one of the lead architects of Pitcairn’s open architecture investment process. She is a member of Pitcairn’s Investment Policy and Investment Strategy committees. 

Prior to joining Pitcairn in 2006, Rebecca spent over 20 years as an investment professional. Most recently she served in a number of senior roles at SEI Investments, including working with ultra high net worth clients and advisors to those clients and heading up manager due diligence for SEI’s fixed income multi-manager offerings.

Rebecca has a BA, cum laude, in Economics from the University of Pennsylvania and an MBA from the University of Maryland. Rebecca completed three years of study in the Special Post Graduate Program at the Bowen Center for the Study of the Family.

http://relative-solutions.com/bios/fredda-herz-brown/

Fredda Herz Brown, PhD, is a pioneer in the field of family enterprise. Her numerous contributions over a quarter century have helped to establish standards of professional practice and develop the body of knowledge that defines the work of the field to this day. She is the co-author of the highly acclaimed and innovative The Family Wealth Sustainability Toolkit. Combining an online index with a book, the toolkit provides an innovative way for wealthy individuals, family offices, and the financial planners, advisors, and wealth managers who counsel them to better assess their wealth sustainability skills.

Dr. Herz Brown has authored many articles, and has served as a mentor to many young consultants and family enterprise scholars, which demonstrate her thought leadership in the field. Fredda is also the author of Reweaving the Family Tapestry, which encapsulated her model for understanding and working with families as they evolve through their life cycles.

Fredda is in high demand as a panelist, workshop leader, and lecturer. She continues to serve as a guest lecturer for a number of academic programs. Fredda serves as the chair of the Professional Advisory Board of the NY Family Enterprise Center. Her distinguished career accomplishments have been honored by awards from the Family Office Exchange and the Family Firm Institute, where she is a Fellow and founding board member.

Learn more about Fredda Herz Brown at www.relative-solutions.com and www.familywealthsustainability.com.