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By Bonnie Brown Hartley
"In family members Wealth Transition making plans, Hartley and Griffith consultant advisers to households with small companies throughout the elaborate means of getting ready and shifting wealth to heirs. The authors take a holistic view of transition making plans, targeting resources that fall lower than the umbrella of economic capital, in addition to different undervalued resources of wealth: human and social capital"--Provided by means of publisher.
summary: "In family members Wealth Transition making plans, Hartley and Griffith consultant advisers to households with small companies in the course of the elaborate strategy of getting ready and moving wealth to heirs. The authors take a holistic view of transition making plans, concentrating on resources that fall lower than the umbrella of economic capital, in addition to different undervalued resources of wealth: human and social capital"--Provided by way of writer
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For many business families, the business is much more than a finan cial asset; it is a significant part, if not all, of their family legacy. Any of these challenges can cause the FWTP process for a business family to fail. While experienced advisers are alert for the signs of these problems, it is difficult to address them piecemeal. The methodology detailed in this book offers a systematic approach to the problems com plexity causes in business families so that the FWTP adviser can create wealth transition structures, governance systems, and role development plans that will ensure family wealth continuity for their clients.
He moved to Chicago, earned his PhD (the “Piled Higher and Deeper degree,” according to his father), and became a professor of economics, but his roots are in Texas with the rest of the Marshall clan. 4 shows the Marshall genogram, and the family’s stories are interspersed throughout the chapters. Robert L. Marshall has been away from the ranch for several years. He’s planning a trip to Texas, however, and he has the following talk with one of his family’s advisers in Dallas on the telephone beforehand.
Then they settled in Fresno. Then my two sisters were born: Ana and Clara. I had a brother, too, Ramón, but he got into trouble and died in prison. He was twenty-two. Elena and I bought the hardware business years ago. It’s done pretty well, even with all the competition. I had worked there during high school and college and full-time after that, but the son of the family and I didn’t agree. So I left and went to work for a big national chain. I got good experi ence there. It’s funny how things come full circle.