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Business families and family businesses: the STEP handbook for advisers

Author: Macdonald, Ian ; Sutton, Jonathan Corporate author: Society of Trust and Estate Practitioners Publisher: Globe Business Publishing, 2009.Language: EnglishDescription: 279 p. : Ill. ; 24 cm.ISBN: 9781905783250Type of document: BookBibliography/Index: Includes bibliographical referencesContents Note: Includes chapter by Christine Blondel "Understanding the business family", p. 41-53
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Item type Current location Collection Call number Status Date due Barcode Item holds
Book Europe Campus
Main Collection
Print HD62.25 .B87 2009
(Browse shelf)
Available 001253023
Total holds: 0

Includes bibliographical references

Includes chapter by Christine Blondel "Understanding the business family", p. 41-53


Business Families and Families Businesses The Step Handbook for Advisers Table of contents Society of Trust and Estate Practitioners (STEP) Preface 7 5 Building a family business advisory team 55 Nan-b de Gaspé Beaubien The de Gaspe Beaubien Foundation Foreword David Harvey Society of Trust and Estate Practitioners Part I: Setting the scene Family businesses and 11 business families Ian Macdonald Wright, Johnston and Mackenzie LLP Part II: Advising the family business Roles, relationships and responsibilities Judy Green Family Firm Institute Inc Jane Hilburt-Davis Key Resources LLC Understanding the 41 business family Christine Blondel The Wendel International Centre for Family Enterprise at INSEAD 23 9 Aron R Pervin Pervin Family Business Advisors Inc Jonathan Riley Michelmores LLP Philanthropy and private foundation readiness Malcolm D Burrows Scotia Private Client Group Aron R Pervin Pervin Family Business Advisors Inc Part III: Stages of the family business Establishing and growing the family business Stephen F Cutts Rawlinson and Hunter SAM Structuring the family business Joanna Boatfield Andrew Parsons Dixon Wilson Preparing for transfer 111 of ownership Ivan Lansberg Maria Dolores Moreno Lansberg, Gersick and Associates LLC 85 65 97 Rewarding and incentivising _ 129 non-family directors and employees Paul McGrath Withers LLP Jason Ogelman John Lamb Partnership Ltd Part IV: Succession, reconstruction and reorganisation Succession planning Ian Perrett Simon Rylatt Boodle Hatfield Entrepreneurs within the 155 family: encouraging entrepreneurship and innovation Mary K Duke Francine R S Lee HSBC Private Bank Preparing the successor generation Louise Fisher 167 141 Part VI: Extracting wealth from the business Extracting wealth from the family business Richard R Brass Schroders Private Banking Selling the family business Peter Gray Cavendish Corporate Finance LLP Part VII: Tools and techniques Conflict management and dispute resolution Ian Marsh familydr Estate Planning Managing succession, managing wealth Joan Major Alex Scott Sand Aire Ltd A 10-step programme for protecting family wealth Jordan M Atin Hull and Hull LLP 179 James MacBride Landmark Advantage Patricia A Robinson Goodmans LLP About the authors 271 257 241 229 211 193 Family Business Solutions Limited Part V: Governance and management Governance and management Ken McCracken Family Business Solutions Limited Charlie Tee Matthew Woods Withers LLP

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