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E-book

Family Wealth Transition Planning: Advising Families with Small Businesses

ISBN: 978-0-470-88546-8
E-book
400 pages
May 2010
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Foreword by James E. Hughes Jr.  

Introduction. 

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.  

Index.