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Record Nr. |
UNINA9910830218603321 |
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Autore |
Hartley Bonnie Brown |
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Titolo |
Family wealth transition planning : advising families with small businesses / / Bonnie Brown Hartley and Gwendolyn Griffith ; with a foreword by James E. Hughes Jr |
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Pubbl/distr/stampa |
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New York, New York : , : Bloomberg Press, , 2009 |
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©2009 |
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ISBN |
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0-470-88546-7 |
1-119-20432-1 |
1-282-68522-8 |
9786612685224 |
0-470-88346-4 |
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Edizione |
[1st ed.] |
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Descrizione fisica |
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1 online resource (367 p.) |
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Collana |
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Disciplina |
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Soggetti |
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Family-owned business enterprises |
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Lingua di pubblicazione |
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Formato |
Materiale a stampa |
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Livello bibliografico |
Monografia |
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Note generali |
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Nota di bibliografia |
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Includes bibliographical references and index. |
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Nota di contenuto |
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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. |
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Sommario/riassunto |
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"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. |
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