Family wealth transition planning
Subtitle: advising families with small businesses
By: Bonnie Brown Hartley and Gwendolyn Griffith ; with a foreword by James E. Hughes Jr.
Contributors: Lieuallen, Gwendolyn Griffith, 1957-
Edition: 1st ed.
Publisher: Bloomberg Press
Published: 2009
Place of publication: New York, NY
Language: eng
ISBN-13: 9781576603352
Subjects: Family-owned business enterprises
Description: "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.
Notes: Includes bibliographical references and index.
Table of contents: title: Family wealth continuity; title: The adviser's role; title: The family wealth system; title: Components and connections; title: Cycles of change and equilibrium; title: Patterns of wealth behavior; title: The external environment; title: Wealth transition structures; title: Governance systems; title: Role clarity and development; title: Transitions of wealth in the Williams family; title: Transitions of wealth in the Hernndez family; title: Transitions of wealth in the Marshall family; title: The family wealth transition planning adviser's practice.