UID:
edocfu_9959327585302883
Format:
1 online resource (xvii, 342 pages) :
,
illustrations
Edition:
1st ed.
ISBN:
9781119204329
,
1119204321
,
9780470883464
,
0470883464
,
9780470885468
,
0470885467
Content:
"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.
Note:
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.
Additional Edition:
Print version: Hartley, Bonnie Brown. Family wealth transition planning. New York : Bloomberg Press, 2009 ISBN 9781576603352
Language:
English
Keywords:
Electronic books.
URL:
https://onlinelibrary.wiley.com/doi/book/10.1002/9781119204329
Bookmarklink
