Bonnie B. Hartley Ph.D.
Wealth Transition Specialist
Bonnie B. Hartley brings over 37 years of experience to Palm Beach Private Family Office. She is the president of Transition Dynamics, a consulting firm specializing in business family and organizational transitions. Dr. Hartley 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 lifelong learning maps for developing interests and competencies in business families. She also serves as an executive coach for both senior and next-generation members of business families.
Dr. Hartley has written for Families in Business, Family Business Review, Family Business, Nation’s Business, Business Horizons, the International Journal of Bank Marketing, The Family Business Client, Private Wealth Management and On Wall Street, among others. She has also been interviewed on various PBS documentaries about family businesses. Dr. Hartley works with prominent families around the world and has written numerous books designed to foster the strength and flexibility of families, including Sudden Death and Unexpected Wealth.
Currently, Dr. Hartley serves on the boards of Attorneys for Family-Held Enterprise and a private foundation. She participates in the Psychosocial Dynamics of Family Business (a US national think tank), is a fellow in the Family Firm Institute and holds its Certificate in Family Business Advising, and is a past member of its board of directors.
As a consultant, Dr. Hartley maintains an active speaking schedule. She gives presentations in English and Spanish internationally. In the past several years, she has addressed business family audiences in Spain, Denmark, France, Scotland, Ireland, Malaysia, Australia, Canada, Mexico, Guatemala, the Dominican Republic, Belgium and the United States. Dr. Hartley received a Bachelor of Arts from Grinnell College, a Master of Business Administration from Oregon State University and a Doctor of Philosophy from the University of Kansas. Bonnie is a member of the Palm Beach Private Consulting Team.
Members of the Palm Beach Private Consulting Team are not direct employees of Palm Beach Private Family Office