| Document Type
|
:
|
BL
|
| Record Number
|
:
|
668748
|
| Doc. No
|
:
|
dltt
|
| Main Entry
|
:
|
Hartley, Bonnie Brown
|
| Title & Author
|
:
|
Family wealth transition planning : : advising families with small businesses /\ Bonnie Brown Hartley and Gwendolyn Griffith ; with a foreword by James E. Hughes Jr
|
| Edition Statement
|
:
|
1st ed
|
| Publication Statement
|
:
|
New York :: Bloomberg Press,, 2009
|
| Page. NO
|
:
|
xvii, 342 p. :: ill. ;; 24 cm
|
| ISBN
|
:
|
9781576603352 (alk. paper)
|
|
|
:
|
: 1576603350 (alk. paper)
|
| Bibliographies/Indexes
|
:
|
Includes bibliographical references and index
|
| 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
|
| Abstract
|
:
|
"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
|
:
|
Family-owned business enterprises
|
| Dewey Classification
|
:
|
658.1/6
|
|
|
:
|
338
|
| LC Classification
|
:
|
HD62.25.H37 2009
|
| Added Entry
|
:
|
Lieuallen, Gwendolyn Griffith,1957-
|