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020 _a9781119204329
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020 _a1119204321
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020 _z9781576603352
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072 7 _aBUS
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082 0 4 _a658.1/6
_222
049 _aMAIN
100 1 _aHartley, Bonnie Brown,
_eauthor.
245 1 0 _aFamily wealth transition planning :
_badvising families with small businesses /
_cBonnie Brown Hartley and Gwendolyn Griffith ; with a foreword by James E. Hughes Jr.
250 _a1st ed.
260 _aNew York :
_bBloomberg Press,
_c2009.
300 _a1 online resource (xvii, 342 pages) :
_billustrations
336 _atext
_btxt
_2rdacontent
337 _acomputer
_bc
_2rdamedia
338 _aonline resource
_bcr
_2rdacarrier
504 _aIncludes bibliographical references and index.
505 0 _aFamily 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.
520 _a"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
588 0 _aPrint version record.
590 _aJohn Wiley and Sons
_bWiley Online Library: Complete oBooks
650 0 _aFamily-owned business enterprises.
650 6 _aEntreprises familiales.
650 7 _aBUSINESS & ECONOMICS
_xMergers & Acquisitions.
_2bisacsh
650 7 _aFamily-owned business enterprises
_2fast
700 1 _aLieuallen, Gwendolyn Griffith,
_d1957-
_eauthor.
_1https://id.oclc.org/worldcat/entity/E39PCjFvBQKtHyXDWdDcM8dXq3
700 1 _aHughes, James E.,
_cJr,
_ewriter of foreword.
_1https://id.oclc.org/worldcat/entity/E39PCjvvtbJf8ttDvgkgkMJ8fm
758 _ihas work:
_aFamily wealth transition planning (Text)
_1https://id.oclc.org/worldcat/entity/E39PCH7t48bV3rxxMFthwvCh9C
_4https://id.oclc.org/worldcat/ontology/hasWork
776 0 8 _iPrint version:
_aHartley, Bonnie Brown.
_tFamily wealth transition planning.
_b1st ed.
_dNew York : Bloomberg Press, 2009
_z9781576603352
_w(DLC) 2009015807
_w(OCoLC)318413844
856 4 0 _uhttps://onlinelibrary.wiley.com/doi/book/10.1002/9781119204329
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