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Family Wealth Transition Planning: Advising Families with Small Businesses
Product ID 9781576603352
Manufacturer Hartley / Griffith
Family Wealth Transition Planning: Advising Families with Small Businesses
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 complex 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. Earn 14 hours of credit toward your CFP Board CE requirement as well as Pace Recertification Credit by reading Family Wealth Transition Planning.

Pub. Date: August 2009
Publisher: Bloomberg Press
Format: Hardcover, 368pp
ISBN-13: 9781576603352
ISBN: 1576603350
Price: $39.95
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