Details

Autor(en) / Beteiligte

• Hartley, Bonnie Brown,
• Lieuallen, Gwendolyn Griffith,
• Hughes, James E.,

Titel

Family wealth transition planning : advising families with small businesses

Auflage

1st ed

Ort / Verlag

New York, New York : Bloomberg Press,

Erscheinungsjahr

2009

Link zum Volltext

• Wiley Online Library - AutoHoldings Books

Beschreibungen/Notizen

• Includes index.
• Includes bibliographical references and index.
• 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.
• "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.
• English
• Description based on print version record.