Family wealth transition planning [electronic resource] : advising families with small businesses / Bonnie Brown Hartley and Gwendolyn Griffith ; with a foreword by James E. Hughes Jr.

Author:: Hartley, Bonnie Brown
Published:: New York : Bloomberg Press, 2009.
Edition:: 1st ed.
Physical Description:: 1 online resource (xvii, 342 pages) : illustrations
Additional Creators:: Lieuallen, Gwendolyn Griffith, 1957-

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www.bloomberglaw.com

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Contents:

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.

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.

Subject(s):

Family-owned business enterprises

ISBN:

9780470883464 (electronic bk.)
0470883464 (electronic bk.)
9780470885468 (electronic bk.)
0470885467 (electronic bk.)
9781576603352
1576603350

Note:

AVAILABLE ONLINE TO AUTHORIZED DICKINSON USERS; PASSWORD REQUIRED FOR ACCESS.

Bibliography Note:

Includes bibliographical references and index.

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