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Relative Solutions Hires Reynolds Group to Assist with Generational Transition of Single Family Office

July 14, 2015
by Jack Reynolds

I am pleased to announce that I have been appointed by Relative Solutions in New York as the interim executive director and chief investment officer of Cabot-Wellington, LLC, to assist with the generational transition planning of the Cabot’s single family office in Boston, MA.  Relative Solutions will lead the Cabot’s generational transition and provide strategies for succession planning, governance and family needs assessment. I am responsible for managing the Cabot’s single family office throughout the transition, and serving as interim executive director and chief investment officer. I will support Relative Solutions and the Cabot’s leadership succession planning through the end of 2015, when a permanent position is expected to be filled.

Safe in each others' hands“Leadership succession planning is an important part of our firm’s transition.  We feel that Jack’s expertise as a private investment counselor, and proven leadership in managing family offices makes this an ideal time for him to lead our firm,” said Laura Cabot Carrigan, executive chairperson of Cabot-Wellington’s board of directors.

Established in 2000, Relative Solutions helps families successfully transfer their wealth from generation to generation.  Fredda Herz Brown, one of the founders and a senior consultant with the firm comments, “We are driven to help Cabot be the best single family office it can be and achieve long-term sustainable growth for future generations.”

As Cabot-Wellington’s interim executive director and chief investment officer, my top priority is to help the firm identify superior investment opportunities for Cabot Wellington’s clients, improve operational efficiencies for the firm, and enhance client service. Every family office is unique and every engagement offers new opportunities and challenges. As interim executive director and chief investment officer, I am deeply honored to be working with the Cabot’s team during this transformational period.

In addition to supporting a wide range of family-oriented needs, Cabot-Wellington’s family office is philanthropic, and shares a multi-generational belief in making the world a better place.  To learn more about how your family can benefit from charitable giving, please click on the links to two of my prior articles below.

Highlights from a Fireside Chat with Warren and Doris Buffett about Philanthropy

Three Key Elements for Engaging Your Next Generation in Legacy Planning

If you have a comment on this article, please use the comment box below.  Leaving comments allows readers to expand upon the topics covered in my articles.  So please help us all by commenting.  If you would care to discuss these or other topics with me personally, please drop me an email or give me a ring at 617.945.5157.

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