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Family Wealth Transition Planning: Advising Families with Small Businesses

Family Wealth Transition Planning: Advising Families with Small Businesses

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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 familys 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."An invaluable guide for families as well as their advisers."--Lee Hausner, Ph.d., President, First Family Advisers"Family Wealth Transition Planning integrates the human and social elements with the financial, offering readers a three-dimensional approach to family wealth transition planning. This book is a very important contribution to the field and should be in every adviser's library!" --Jane Hilburt-Davis, President Emeritus, Family Firm Institute, President, Key Resources, LLC"Bonnie and Gwendolyn bring clarity to the complex, multidiscipline world of family wealth advising. Their work can only serve to improve the family and adviser relationship and lead to measurable success for all."--Kathryn M. McCarthy Independent Adviser to Families and Family Offices"A profound body of work...rich in research and strong on process. The authors use stories and case studies to motivate families, their businesses, and advisers to successfully engage in the most worthwhile journey of perpetuating the family legacy."--Dirk Junge, Chairman and CEO, Pitcairn