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Family wealth transition planning advising families with small businesses 1st Edition by Bonnie Brown Hartley, Gwendolyn Griffith, James E Hughes Jr ISBN 1576603350 9781576603352

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Family wealth transition planning advising families with small businesses 1st Edition Bonnie Brown Hartley Digital Instant Download

Author(s): Bonnie Brown Hartley, Gwendolyn Griffith, James E. Hughes Jr
ISBN(s): 9781576603352, 1576603350
Edition: 1
File Details: PDF, 1.92 MB
Year: 2009
Language: english
SKU: EB-5310346 Category: Tags: , ,

Family wealth transition planning advising families with small businesses 1st Edition by Bonnie Brown Hartley, Gwendolyn Griffith, James E Hughes Jr – Ebook PDF Instant Download/Delivery: 1576603350, 9781576603352
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ISBN 10: 1576603350 
ISBN 13: 9781576603352
Author: Bonnie Brown Hartley, Gwendolyn Griffith, James E Hughes Jr

Managing the transition of family wealth from generation to generation is a daunting task. Families with businesses require inheritance plans that are even more complicated because wealth and worth are often intricately woven into the business. And many transition plans focus only on financial capital and ignore a family’s less tangible assets. Other plans detail the intrinsic elements of an inheritance without satisfying the practical issues.  

In Family Wealth Transition Planning, Bonnie Brown Hartley and Gwendolyn 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 the assets that fall under the umbrella of financial capital, as well as the other key sources of family wealth: human and social capital.

Advisers learn the essentials to achieving successful wealth continuity:

  • Healthy family relationships
  • Responsible stewardship of wealth, in all forms
  • Creation and preservation of the family legacy

Throughout the book, three fictionalized business families, based on Hartley’s experience as an adviser, tell their personal stories as they navigate the estate planning process.  In this way, Hartley and Griffith demonstrate how to develop wealth transition plans that are wide enough in scope to encompass all forms of wealth yet customized to manage each family’s different needs.

Family wealth transition planning advising families with small businesses 1st Table of contents:

Chapter 1: Family Wealth Continuity
Chapter 2: The Adviser’s Role
Chapter 3: The Family Wealth System
Chapter 4: Components and Connections
Chapter 5: Cycles of Change and Equilibrium
Chapter 6: Patterns of Wealth Behavior
Chapter 7: The External Environment
Chapter 8: Wealth Transition Structures
Chapter 9: Governance Systems
Chapter 10: Role Clarity and Development
Chapter 11: Transitions of Wealth in the Williams Family
Chapter 12: Transitions of Wealth in the Hernández Family
Chapter 13: Transitions of Wealth in the Marshall Family
Chapter 14: The Family Wealth Transition Planning Adviser’s Practice

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Tags: Bonnie Brown Hartley, Gwendolyn Griffith, James E Hughes Jr, Family wealth, small businesses