Hartley, Bonnie Brown,

Family wealth transition planning : advising families with small businesses / Bonnie Brown Hartley and Gwendolyn Griffith ; with a foreword by James E. Hughes Jr. - 1st ed. - New York : Bloomberg Press, 2009. - 1 online resource (xvii, 342 pages) : illustrations

Includes bibliographical references and index.

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 Hern�andez 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

9781119204329 1119204321 9780470883464 0470883464 9780470885468 0470885467

FC7650DB-CD86-48EC-B63A-4816B31CA402 OverDrive, Inc. http://www.overdrive.com

Uk


Family-owned business enterprises.
Entreprises familiales.
BUSINESS & ECONOMICS--Mergers & Acquisitions.
Family-owned business enterprises

HD62.25 / .H37 2009eb

658.1/6