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Family Wealth Transition Planning: Advising Families with Small Businesses Hardcover – Aug 26 2009

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Product Details

  • Hardcover: 368 pages
  • Publisher: Bloomberg Press (Aug. 26 2009)
  • Language: English
  • ISBN-10: 1576603350
  • ISBN-13: 978-1576603352
  • Product Dimensions: 16.3 x 2.7 x 23.6 cm
  • Shipping Weight: 771 g
  • Average Customer Review: Be the first to review this item
  • Amazon Bestsellers Rank: #563,003 in Books (See Top 100 in Books)
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Product Description


"A most imaginative and informative approach to an intriguing area of financial planning practice . . . Highly recommended." — Estate Planning magazine, February 2010


"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 and President, Key Resources, LLC

About the Author

Bonnie Brown Hartley, President of Transition Dynamics Inc, works primarily on governance systems and life-long learning systems for client families.  She works with family offices, multi-generational business families and their businesses on mapping and implementing transition plans.  As part of that process, she mentors multi-generational families and their advisers on communication and relationship management.  

Hartley has published four Fire Drill books for building strength and flexibility in families:  Sudden Death, Unexpected Wealth, The Dynamics of Aging Families and Health Care Issues of Aging Families (the latter two with co-author John Gibson).  Hartley speaks internationally to business families and their advisers.  

Hartley serves on the Attorneys for Family Enterprise board. She is a past Family Firm Institute board member, a founding FFI Fellow, and holds FFI’s Certificates in Family Business Advising and Family Wealth Advising.  In 2008 she was honored by FFI for contributions to interdisciplinary adviser teams.  She is also a member of a national think-tank, Psycho-Social Dynamics of Family Business, and the Collaboration for Family Flourishing.

Gwendolyn Griffith is Of Counsel at the Portland, Oregon law firm of Tonkon Torp LLP, where her business and tax practice includes business formations, reorganizations and dissolutions, as well as the crafting of complex wealth transition structures and governance systems.  She has substantial experience representing nonprofit organizations and multi-generational businesses.  Gwen is a graduate of Stanford Law School and Rollins College.

Gwen began her career with Akin, Gump in Dallas, Texas.  She then taught corporate, partnership, individual and international tax at various law schools, including Willamette University, Florida State University, and the University of Oregon.  Prior to joining Tonkon Torp LLP, Gwen was a shareholder in the Eugene, Oregon law firm of Speer Hoyt PC. She is the author of several books on taxation and is frequent speaker on tax and business-related topics.  

Gwen is a member of the Oregon and California bar associations. She is on the Executive Committee of the Oregon State Bar Taxation Section and is also on the Advisory Board of The Tax Adviser, the monthly publication of the American Institute of Certified Public Accountants. She is also a trained mediator and arbitrator.

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Most Helpful Customer Reviews on (beta) HASH(0xa6fc818c) out of 5 stars 2 reviews
HASH(0xa6fcc7f8) out of 5 stars Excellent price and product in very good shape. Feb. 25 2013
By Amazon Customer - Published on
Format: Hardcover Verified Purchase
Excellent price and product in very good shape and exceed my expectation. Will buy it again from this Super vendor.
2 of 4 people found the following review helpful
HASH(0xa6585f00) out of 5 stars This is just the book wealth management consultants have needed Sept. 1 2009
By Wealth Planner - Published on
Format: Hardcover
The authors have provided a clear insight into the wealth transition process. As advisers it is often difficult to discern the subtle dynamics within a business family and this book helped us gain clarity about the types of questions to ask a client in order to avoid the numerous pitfalls that can derail good planning and damage family relationships.