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Family wealth transition planning [electronic resource] : advising families with small businesses / Bonnie Brown Hartley and Gwendolyn Griffith ; with a foreword by James E. Hughes Jr.

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Electronic resources

Record details

  • ISBN: 9780470883464 (electronic bk.)
  • ISBN: 0470883464 (electronic bk.)
  • ISBN: 9780470885468 (electronic bk.)
  • ISBN: 0470885467 (electronic bk.)
  • Physical Description: 1 online resource (xvii, 342 p.) : ill.
  • Edition: 1st ed.
  • Publisher: New York : Bloomberg Press, 2009.

Content descriptions

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.
Summary, etc.: "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.
Subject: Family-owned business enterprises.
BUSINESS & ECONOMICS / Mergers & Acquisitions
Genre: Electronic books.

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