"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.
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.
Digital File Characteristics
Source of Description
Print version record.
Available in Other Form
Print version: Hartley, Bonnie Brown. Family wealth transition planning. 1st ed. New York : Bloomberg Press, 2009