Family Wealth Transition Planning: Advising Families with Small BusinessesISBN: 978-1-57660-335-2
Hardcover
400 pages
August 2009
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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.
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.
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