E-book
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.
"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: 9780470883464 (electronic bk.)
- ISBN: 0470883464 (electronic bk.)
- ISBN: 9780470885468 (electronic bk.)
- ISBN: 0470885467 (electronic bk.)
- Physical Description: 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. |
Search for related items by subject
| Subject: | Family-owned business enterprises. |
| Genre: | EBOOK. Electronic books. |
