Family wealth transition planning : advising families with small businesses / Bonnie Brown Hartley and Gwendolyn Griffith ; with a foreword by James E. Hughes Jr.
- ISBN: 9780470883464 (electronic bk.)
- ISBN: 0470883464 (electronic bk.)
- ISBN: 9780470885468 (electronic bk.)
- ISBN: 0470885467 (electronic bk.)
- Physical Description: 1 online resource (xvii, 342 pages) : illustrations
- Edition: 1st ed.
- Publisher: New York : Bloomberg Press, 2009.
|Bibliography, etc. Note:||
Includes bibliographical references and index.
|Formatted Contents Note:||
Family wealth continuity -- The adviser's role -- The family wealth system -- Components and connections -- Cycles of change and equilibrium -- Patterns of wealth behavior -- The external environment -- Wealth transition structures -- Governance systems -- Role clarity and development -- Transitions of wealth in the Williams family -- Transitions of wealth in the Hernández family -- Transitions of wealth in the Marshall family -- The family wealth transition planning adviser's practice.
"In Family Wealth Transition Planning, Hartley and Griffith guide advisers to families with small businesses through the intricate process of preparing and transferring wealth to heirs. The authors take a holistic view of transition planning, focusing on assets that fall under the umbrella of financial capital, as well as other undervalued sources of wealth: human and social capital"--Provided by publisher.
|Source of Description Note:||
Description based on print version record.
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|Subject:||Family-owned business enterprises.
BUSINESS & ECONOMICS / Mergers & Acquisitions.