Throughout the book, three fictionalized business families, based on Hartley's experience as an adviser, tell their personal stories as they navigate the estate planning process. In this way, Hartley and Griffith demonstrate how to develop wealth transition plans that are wide enough in scope to encompass all forms of wealth yet customized to manage each family's different needs.
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"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
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