TY - BOOK AU - Hartley,Bonnie Brown AU - Lieuallen,Gwendolyn Griffith AU - Hughes,James E. TI - Family wealth transition planning: advising families with small businesses SN - 9781119204329 AV - HD62.25 .H37 2009eb U1 - 658.1/6 22 PY - 2009/// CY - New York PB - Bloomberg Press KW - Family-owned business enterprises KW - Entreprises familiales KW - BUSINESS & ECONOMICS KW - Mergers & Acquisitions KW - bisacsh KW - fast N1 - 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 N2 - "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 UR - https://onlinelibrary.wiley.com/doi/book/10.1002/9781119204329 ER -