Publications

23 Aug 2013
News

4 family money lessons from top companies

28 Apr 2008
News

US, European business families eye Indian PE

March 2023
Case

For God, Family & Steel: Lerman Enterprises

By: Lauren Cohen, Andres Aradillas Fernandez and Grace Headinger

September 1998
Article

The Social Psychology of Family Shareholder Dynamics

By: J. A. Davis and Rita M. Herrara

Keywords: Social Psychology; Business and Shareholder Relations

Find at Harvard

12 Mar 2014
News

Managing the Family Business: Firing the CEO

Keywords: Management of Companies and Enterprises; Management

September 20, 2016
Article

The 5 Models of Family Business Ownership

By: Josh Baron and Rob Lachenauer

Choosing one is among your most important decisions. View Details

December 2022
Case

The Economics of Growing the Cartwright Family

By: Emily R. McComb and Sara L. Fleiss

August 2021 (Revised March 2022)
Teaching Note

Family Matters: Governance at the Zamil Group

By: Christina R. Wing, Suraj Srinivasan and Esel Çekin

Teaching Note for HBS Case No. 620-009. View Details

September 2017 (Revised February 2019)
Case

North Forty: Managing a Microsoft Family Office

By: Luis M. Viceira, Cameron Parker and William Simmons

06 Nov 2024
News

Family Offices Need to Find Their Voices

25 May 2015
News

Robert K. Kraft: Business Leader, Family Man

Keywords: Performing Arts, Spectator Sports, and Related Industries; Arts, Entertainment

2025
Working Paper

Tax Elasticities of Top Donors: Evidence from Family Foundations

By: Simon Essig Aberg

High net-worth donors who give through a family foundation or donor-advised fund constitute the fastest growing segment of charitable giving in the United States. Using a novel database of foundation tax filings, I document facts about top donors, estimate how they... View Details

Keywords: Philanthropy and Charitable Giving; Taxation; Motivation and Incentives

SSRN

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spring 1992
Article

On the Goals of Successful Family Companies

By: J. A. Davis and R. Tagiuri

Keywords: Family Business; Success

Find at Harvard

September 2023
Technical Note

Note on Difficult Conversations in the Family Enterprise

By: Christina R. Wing

The best time to have a difficult conversation is, ideally, as soon as possible. Engaging in challenging conversations early can produce beneficial results for several reasons, such as resolving issues, improving communication, preserving relationships, and increasing... View Details

Keywords: Conversation; Family Business; Interpersonal Communication; Conflict and Resolution