Family wealth transition planning : advising families with small businesses / / Bonnie Brown Hartley and Gwendolyn Griffith ; with a foreword by James E. Hughes Jr

• Autore: Hartley Bonnie Brown
• Pubblicazione: New York, New York : , : Bloomberg Press, , 2009; ©2009
• Edizione: 1st ed.
• Descrizione fisica: 1 online resource (367 p.)
• Disciplina: 658.1/6; 658.16
• Soggetto topico: Family-owned business enterprises
• Persona (resp. second.): LieuallenGwendolyn Griffith <1957->; HughesJames E., Jr
• Note generali: Includes index.
• Nota di bibliografia: Includes bibliographical references and index.
• Nota di contenuto: 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.
• Sommario/riassunto: "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.
• Titolo autorizzato: Family wealth transition planning
• ISBN: 0-470-88546-7; 1-119-20432-1; 1-282-68522-8; 9786612685224; 0-470-88346-4
• Formato: Materiale a stampa
• Livello bibliografico: Monografia
• Lingua di pubblicazione: Inglese
• Record Nr.: 9910830218603321
• Lo trovi qui: Univ. Federico II
• Serie: Bloomberg