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Show Results For
- All HBS Web
(4,641)
- People (14)
- News (1,661)
- Research (1,542)
- Events (8)
- Multimedia (75)
- Faculty Publications (942)
- February 2014
- Teaching Note
Advising Families on Estate Planning
By: Robert C. Pozen
Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple... View Details
- January 2014 (Revised June 2014)
- Case
Advising Families on Estate Planning
By: Robert C. Pozen and Lucas W. Goodman
Sean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple... View Details
Keywords: Estate Planning; Estate Tax; Gift Tax; Generation Skipping Tax; Tax Accounting; Tax Strategy; Taxes; Taxation; Retirement; United States
Pozen, Robert C., and Lucas W. Goodman. "Advising Families on Estate Planning." Harvard Business School Case 314-088, January 2014. (Revised June 2014.)
- January 1988 (Revised June 1989)
- Background Note
IBM and DEC Family Trees
Sviokla, John J. "IBM and DEC Family Trees." Harvard Business School Background Note 188-077, January 1988. (Revised June 1989.)
- 29 May 2013
- Blog Post
Perks of the LVMH Family
Confession: I had no idea that Sephora was part of LVMH until I interviewed. Most of that is strategic: LVMH wants to make sure that its brands feel distinct and authentic, but this internship definitely exposed me to the broader portfolio in some very fun ways. At... View Details
Keywords: Consumer Products / Retail
- 01 Nov 2024
- News
Brains, Brawn, and Family Offices
- 26 Jun 2013
- News
Henry Ford's Great-Great Grandchildren Join the Family Business
- Nov 05 2018
- Interview
Savvy Investing for the Family Office
- March 18, 2014
- Article
Family Businesses Must Set the Agenda (Without Micromanaging)
By: Josh Baron and Rob Lachenauer
This article discusses the role of owners in family businesses, using the story of Charles, who transformed his family's shipping business by taking ownership decisions. The article highlights that owners have the power to set goals, define performance metrics, hire... View Details
Baron, Josh, and Rob Lachenauer. "Family Businesses Must Set the Agenda (Without Micromanaging)." Harvard Business Review (website) (March 18, 2014).
- 23 Nov 2010
- News
Resolve an Ownership Dispute in a Family Business
- May 2018
- Article
Managing the Family Firm: Evidence from CEOs at Work
By: Oriana Bandiera, Renata Lemos, Andrea Prat and Raffaella Sadun
We present evidence on the labor supply of CEOs and on whether family and professional CEOs differ on this dimension. We do so through a new survey instrument that allows us to codify CEOs’ diaries in a detailed and comparable fashion and to build a bottom-up measure... View Details
Bandiera, Oriana, Renata Lemos, Andrea Prat, and Raffaella Sadun. "Managing the Family Firm: Evidence from CEOs at Work." Review of Financial Studies 31, no. 5 (May 2018): 1605–1653. (Lead article.)
- 06 Jun 2012
- News
Trade secrets of oldest family firm in US
- September 2024
- Supplement
Carrie Wang: Choosing Between the Family Firm and the Family Spirit: Spreadsheet Supplement
By: Lauren Cohen, Fei Wu and Sophia Pan
- 07 Apr 2022
- News
HBS Announces New Robert K. Kraft Family Fellowship Fund
- July 19, 2021
- Article
Do Most Family Businesses Really Fail by the Third Generation?
By: Josh Baron and Rob Lachenauer
Perhaps the most commonly-cited statistic about family businesses is their failure rates. Most articles or speeches about family businesses start with some version of the “three-generation rule,” which suggests that most don’t survive beyond three generations. But that... View Details
Baron, Josh, and Rob Lachenauer. "Do Most Family Businesses Really Fail by the Third Generation?" Harvard Business Review (website) (July 19, 2021).
- November 2020
- Case
The 1,000-Year Plan: Lee Kum Kee and Sustaining a Family Culture
By: Lauren Cohen, Dawn H. Lau and Billy Chan
The Lee family, whose Hong Kong-based Lee Kum Kee company has established itself as a legend within the Chinese and Asian sauce world, sets out to create a daring new vision of what family legacy means. With the family business having been established in 1888, and by... View Details
Keywords: Family Business; Mission and Purpose; Values and Beliefs; Business and Community Relations; Organizational Structure; Strategic Planning
Cohen, Lauren, Dawn H. Lau, and Billy Chan. "The 1,000-Year Plan: Lee Kum Kee and Sustaining a Family Culture." Harvard Business School Case 221-047, November 2020.
- August 2022 (Revised December 2022)
- Case
Iluméxico: For Every Family to Have Power
By: Brian Trelstad, Isa Oliveres and Jenyfeer Martinez Buitrago
In 2022, Manuel Wiechers, the CEO of Iluméxico, a for-profit social enterprise that provided off-grid solar energy services in rural Mexico, was finalizing his presentation for the company’s upcoming board meeting. In the 12 years since Wiechers had co-founded... View Details
Keywords: Social Entrepreneurship; Social Enterprise; Energy; Energy Policy; Energy Generation; Energy Sources; Growth Management; Business and Government Relations; Equity; Internet and the Web; Business Model; Energy Industry; Mexico; Latin America
Trelstad, Brian, Isa Oliveres, and Jenyfeer Martinez Buitrago. "Iluméxico: For Every Family to Have Power." Harvard Business School Case 323-026, August 2022. (Revised December 2022.)
- 15 May 2015
- News
Families Find the Principles That Keep the Business Going
- 04 Aug 2014
- News