02777nam 2200637 450 991013920540332120170810191525.00-470-88546-71-119-20432-11-282-68522-897866126852240-470-88346-4(CKB)2560000000011773(EBL)540074(OCoLC)642662012(SSID)ssj0000436427(PQKBManifestationID)12170549(PQKBTitleCode)TC0000436427(PQKBWorkID)10428273(PQKB)11455151(MiAaPQ)EBC540074(MiAaPQ)EBC4028535(EXLCZ)99256000000001177320160811h20092009 uy 0engur|n|---|||||txtccrFamily wealth transition planning advising families with small businesses /Bonnie Brown Hartley and Gwendolyn Griffith ; with a foreword by James E. Hughes Jr1st ed.New York, New York :Bloomberg Press,2009.©20091 online resource (367 p.)Bloomberg ;v.35Includes index.1-57660-335-0 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.BloombergFamily-owned business enterprisesElectronic books.Family-owned business enterprises.658.1/6658.16Hartley Bonnie Brown962257Lieuallen Gwendolyn Griffith1957-Hughes James E.Jr,MiAaPQMiAaPQMiAaPQBOOK9910139205403321Family wealth transition planning2181879UNINA