When families transition business wealth from one generation to the next, things can quickly become complicated. Difficult questions arise, family ties are stressed, and storms quickly spread over what were once were calm waters. In the midst of transition, families turn to the advisers they trust most, be they lawyers, accountants, financial advisers or family business consultants. In Family Wealth Transition Planning, Bonnie Brown Hartley and Gwendolyn Griffith guide advisers down the tumultuous path of transition planning, teaching them how to help a business family find both financial and personal success during succession.
This blog will provide commentary on the book's topics by the authors and members of the family wealth adviser community. The authors will guide discussions by posting questions that will help advisers probe:
>The opportunities and dangers of family wealth transition planning (FWTP)·
>The impact of individual, family and business life cycles on FWTP·
>The role of the family’s financial, social and human capital in FWTP ·
>The needs and expectations of the stakeholders in the family, business, investment and philanthropic systems in FWTP·
>The ways governance structures and processes support family wealth continuity·
>The role of the adviser as a member of an interdisciplinary team.
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