Bonnie Brown Hartley and Gwendolyn Griffith ; with a foreword by James E. Hughes Jr
EDITION STATEMENT
Edition Statement
1st ed
.PUBLICATION, DISTRIBUTION, ETC
Place of Publication, Distribution, etc.
New York :
Name of Publisher, Distributor, etc.
Bloomberg Press,
Date of Publication, Distribution, etc.
2009
PHYSICAL DESCRIPTION
Specific Material Designation and Extent of Item
xvii, 342 p. :
Other Physical Details
ill. ;
Dimensions
24 cm
INTERNAL BIBLIOGRAPHIES/INDEXES NOTE
Text of Note
Includes bibliographical references and index
CONTENTS NOTE
Text of 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
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SUMMARY OR ABSTRACT
Text of Note
"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