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 f...
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| Online Access: |
Law Students, Faculty, and Staff (via Bloomberg Law) |
|---|---|
| Main Authors: | , |
| Other Authors: | |
| Other title: | Bloomberg Law online Bloomberg Law online. |
| Format: | Electronic eBook |
| Language: | English |
| Published: |
New York :
Bloomberg Press,
2009.
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| Edition: | 1st ed. |
| Subjects: |
Table of 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.