Family wealth transition planning advising families with small businesses

Hartley, Bonnie Brown. (Author). Lieuallen, Gwendolyn Griffith, 1957- (Added Author).

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.

Record details

ISBN: 9781576603352
ISBN: 1576603350
ISBN: 9780470883464 (electronic bk.)
ISBN: 0470883464 (electronic bk.)
ISBN: 9780470885468 (electronic bk.)
ISBN: 0470885467 (electronic bk.)
Physical Description: electronic resource
remote
1 online resource (xvii, 342 p.) : ill.
Edition: 1st ed.
Publisher: New York : Bloomberg Press, 2009.

Content descriptions

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 Hern�andez family -- Transitions of wealth in the Marshall family -- The family wealth transition planning adviser's practice.
System Details Note:	Requires OverDrive Media Console
Source of Description Note:	Description based on print version record.