Fran Lotery

Senior Consultant - Family Business
Fran is based in Los Angeles with FINH’s global alliance partner Relative Solutions. She has more than 30 years of experience working with professional firms, family enterprises and owners of closely-held companies. Her experience includes:
  • Maximizing ownership and management ability to meet the growing demands of the family enterprise
  • Specializing in helping companies naturally transition from one business cycle to the next and from one generation of owners to the next
  • In-depth experience in organizational development and managing organizational change
Fran has been a featured speaker on radio, television and professional conferences, as well as at educational institutions. She is the co-author of “Live Inside Out Not Upside Down” and “The Family Wealth Sustainability Toolkit”. She has also served as Trustee on a number of boards.
Fran Lotery