Fran Lotery, Phd Email and Phone Number
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I have more than thirty-five years of experience working directly with professional firms, family enterprises, owners of closely held companies and non-profit institutions. Currently, I am a Senior Consultant, Founding Member in the firm Relative Solutions, LLC.I have had a rich and diverse career. I began my career as a marriage and family therapist and an adjunct professor teaching family dynamics and crisis counseling. My experience with clients and psychological techniques led me to co-author "Live Inside Out - Not Upside Down" with Sherry Melchiorre, which encourages individuals to Consciously Connect™ to their inner strength and wisdom by learning to live authentically from the inside out. I am the co-author, along with Fredda Herz Brown, of The Family Wealth Sustainability Toolkit, a recent release from Wiley Finance that bridges generations, and facilitates family wealth sustainability through an applied-learning approach: integrated with application.Then in the early 90’s, I began working in the business world assisting organizations to professionalize their management and leadership. Continuing with that interest, I co-produced two leadership conferences for women in southern California.As life is developmental, so would my career. My current work with Relative Solutions, working with a unique group of people, multi-generational families who are not only tied together emotionally, but financially as well, is a natural outgrowth of my earlier work; assisting individuals and families to manage change and reach their aspirations and goals.Specialties: Family Enterprise Consulting: Family Governance & Board Development, Human Capital; Leadership Development, Family Philanthropy, Transition Planning, Family Strategic Planning, Wealth and Family Dynamics, Family Sustainability Assessment, Next-Generation Family Education/Consciously Connect Now: Self Improvement and Growth for Millenials to Boomers, Executive Coaching
Relative Solutions, Llc
View- Website:
- relative-solutions.com
- Employees:
- 9
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Business OwnerFran Lotery Phd: Family Enterprise Consulting Jan 2017 - PresentGreater Los Angeles Area
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Senior Consultant And Founding MemberRelative Solutions, Llc 2006 - PresentNew York, Ny And Santa Barbara, CaRelative Solutions helps multi-generational family enterprises manage the complex decisions related to their shared assets. We guide families as they move along the continuum from operating businesses to owning and managing multiple assets, where a family’s emotional and financial lives are tied together in pursuit of their common future.Our approach places the interest of the family ownership group first, including understanding each individual family client and their unique capabilities.Using frameworks and tools that are recognized as setting the gold standard for benchmarking family enterprise sustainability and leadership capabilities, we help family members think and act differently in relationship with each other. As a result, they are better able to conduct decision making, improve the management of change, and support an entrepreneurial approach to growing their assets.Our effectiveness with a wide range of families and their enterprises is derived, in part, from an innate understanding of the economic and emotional lives of families along with the inter-generational challenges of differing communication styles, value systems, and work-life dynamics. We believe that the growth of financial assets is inherently tied to the development of a family’s human capital: the intellectual, emotional, social and spiritual aspects of what defines the family. -
Co-Author Of The Family Wealth Sustainability ToolkitWiley Oct 2012 - Mar 2013Fran Lotery is the Co-Author of The Family Wealth Sustainability Toolkit which gives wealthy individuals, family offices, and the financial planners, advisors and wealth managers who counsel them, the tools they need to better assess their wealth sustainability skills. Fran Lotery is also the author of Live Inside Out-Not Upside Down: A Dynamic New Method of Self-Therapy: Consciously Connect to Your Inner Strength and Wisdom, a focus on a concept which Lotery calls "Conscious Connection." Through working with this basic system, one is encouraged to identify aspects of the personality and behaviors that are both positive and negative.
Fran Lotery, Phd Skills
Fran Lotery, Phd Education Details
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Cambridge Graduate School Of PsychologyClinical Psychology -
Social Work -
Psychology
Frequently Asked Questions about Fran Lotery, Phd
What company does Fran Lotery, Phd work for?
Fran Lotery, Phd works for Relative Solutions, Llc
What is Fran Lotery, Phd's role at the current company?
Fran Lotery, Phd's current role is Family Enterprise Consulting.
What is Fran Lotery, Phd's email address?
Fran Lotery, Phd's email address is fl****@****ons.com
What is Fran Lotery, Phd's direct phone number?
Fran Lotery, Phd's direct phone number is +180568*****
What schools did Fran Lotery, Phd attend?
Fran Lotery, Phd attended Cambridge Graduate School Of Psychology, Arizona State University, The Ohio State University.
What skills is Fran Lotery, Phd known for?
Fran Lotery, Phd has skills like Executive Coaching, Leadership Development, Entrepreneurship, Strategic Planning, Management, Leadership, Nonprofits, Change Management, Workshop Facilitation, Strategy, Public Speaking, Organizational Development.
Who are Fran Lotery, Phd's colleagues?
Fran Lotery, Phd's colleagues are Rebecca Meyer, Sam Davis, Karen Pursley, Carolyn Greenspon, Fredda Herz Brown, Phd, Vanessa Lopez Garibaldi.
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