Bonnie and Mike Hartley
My blogs
| Industry | Consulting |
|---|---|
| Location | United States |
| Introduction | Bonnie Brown Hartley, Ph.D., is President of Transition Dynamics Inc., a consulting firm specializing in business family and organizational transitions. Dr. Brown works primarily on planning, communication and relationship management during times of transition in two areas: governance systems within family councils, family offices, family and non-family management teams, boards of directors and advisory councils; and life-long learning maps for developing interests and competencies in business families. Michael T. Hartley, CFP, AAMS is the Chairman and Chief Executive Officer of Dale K. Ehrhart, Inc. and a manager of Tillman Hartley LLC and TDI. He frequently works as part of collegial teams that provide sophisticated estate, tax, and investment planning, as well as family office services. In addition to his executive duties, Mr. Hartley is involved in designing diversified investment portfolios and other sophisticated investment strategies for the diversification of clients’ concentrated equity positions. |