Family wealth transition planning : advising families with small businesses / Bonnie Brown Hartley and Gwendolyn Griffith ; with a foreword by James E. Hughes Jr.
2009
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Details
Title
Family wealth transition planning : advising families with small businesses / Bonnie Brown Hartley and Gwendolyn Griffith ; with a foreword by James E. Hughes Jr.
Added Author
Edition
1st ed.
Imprint
New York : Bloomberg Press, 2009.
Description
1 online resource
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.
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
"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.
Source of Description
Print version record.
Location
www
Available in Other Form
Print version: Hartley, Bonnie Brown. Family wealth transition planning. 1st ed. New York : Bloomberg Press, 2009
Linked Resources
Alternate Title
BNA Premier package.
Language
English
ISBN
9781119204329 (electronic book)
1119204321 (electronic book)
9780470883464 (electronic book)
0470883464 (electronic book)
9780470885468 (electronic book)
0470885467 (electronic book)
9781576603352
1576603350
1119204321 (electronic book)
9780470883464 (electronic book)
0470883464 (electronic book)
9780470885468 (electronic book)
0470885467 (electronic book)
9781576603352
1576603350
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