The Essential Roadmap: Navigating Family Enterprise Sustainability in a Changing World

Dr. Fredda Herz Brown’s latest book, The Essential Roadmap: Navigating Family Enterprise Sustainability in a Changing World, helps readers to navigate the twists and turns of successfully sustaining a family-owned enterprise.

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Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry