Publications

While facilitating a complex clinical approval process over the next two to three years for a family of new cancer drugs, Genentech must develop a long-term capacity plan for a major class of new cancer products. Adding to the complexity and uncertainty is the fact... View Details

13 Feb 2014
Research & Ideas

Managing the Family Business: Leadership Roles

organization to be successful, it needs to be led, managed, and governed well. Leading, Managing, And Governing Governance provides a broad sense of purpose or mission for the group and gives the group a sense of stability. Without stability, we cannot View Details

Keywords: by John A. Davis

November 2005 (Revised March 2006)
Case

Genentech - Capacity Planning

By: Daniel C. Snow, Steven C. Wheelwright and Alison Berkley Wagonfeld

While facilitating a complex clinical approval process over the next two to three years for a family of new cancer drugs, Genentech must develop a long-term capacity plan for a major class of new cancer products. Adding to the complexity and uncertainty is the fact... View Details

Keywords: Factories, Labs, and Plants; Growth and Development Strategy; Management Style; Management Teams; Time Management; Product; Product Development; Business Processes; Performance Capacity; Planning; Risk and Uncertainty; Complexity; Pharmaceutical Industry

Program

Family Office Wealth Management—Virtual

reflect the family's priorities and principles Find solutions to your wealth management challenges Develop an action plan for initiating an intergenerational transfer Implement best practices for separating operating assets and View Details

August 2022
Case

One Tiger Per Mountain: The He Family Office

By: Lauren Cohen, Fei Wu and Grace Headinger

Roy He, founder and majority shareholder of his family construction material production company, was preparing to pass down the family business through its first generational handover to his children. His decision would establish his familial legacy and set a precedent... View Details

Keywords: Governance Structure; Family Business; Family Ownership; Strategic Planning; Family and Family Relationships; Leadership; Construction Industry; Canton (city, China); Canton (province, China); China

17 Apr 2014
News

A Family Investment

Field. “I was thrilled by the learning. The case studies, the class-room discussions, everything we did was so relevant to my future,” Özyeg in says. “I loved it.” After earning his MBA, Özyeg in joined Fiba, where he currently serves as head of strategic View Details

31 Jul 2017
HBS Case

It’s Hard to Fix the Family Business Without Offending the Family

finds equally beneficial lessons in a much different setting: a small family-owned Vietnamese restaurant in Boston’s inner-city neighborhood of Dorchester. Challenges lie in navigating complex family relationships, transitioning from... View Details

Keywords: by Julia Hanna; Food & Beverage

January 2001 (Revised March 2002)
Case

Ford Motor Company's Value Enhancement Plan

By: Andre F. Perold

In April 2000, Ford Motor Co. announced a shareholder Value Enhancement Plan (VEP) to significantly recapitalize the firm's ownership structure. Ford had accumulated $23 billion in cash reserves and under the VEP would return as much as $10 billion of this cash to... View Details

Keywords: Restructuring; Forecasting and Prediction; Capital Structure; Cash; Financial Liquidity; Policy; Business and Shareholder Relations; Value; Auto Industry

May 11, 2020
Article

Steer Your Family Businesses Through an Unplanned Transition

By: Josh Baron and Nick Di Loreto

In a perfect world, family businesses will transition leadership from one generation to the next along a predictable and well-planned process — whether that’s determined within the business, the ownership group, or the family itself — passing the baton after years of... View Details

Keywords: Transition; Planning; Family Business; Management Succession

Register to Read

12 Dec 2018
News

Lesson Plan

significant district vendor, and a family relationship between a partner and senior school district administrator. But the fact that the discussion happened at all, and will be debated further, was a step forward. Cognetti also cites... View Details

Keywords: Julia Hanna; photographed by Chris Sorensen

30 Mar 2015
Research & Ideas

Managing the Family Business: Preparing to Sell

following six key activities that achieve, then propel, their success. 1. Planning. They develop a family strategic plan—usually with the help of trusted advisors—to specify their goals and values and clarify how they will achieve those... View Details

Keywords: by Jonathan Pellegrin; Food & Beverage; Retail

15 Jan 2014
Research & Ideas

Managing the Family Business: It Takes a Village

I led on family business management in Santiago in 1999. I've worked with their family business system ever since. Nelson, then CEO of RBS and also leader of his family branch,... View Details

24 Nov 2015
Research & Ideas

Developing Your Next CEO for the Family Business

steeped in the Hermès and William Grant family businesses himself, succeeded Family Insider Jean-Louis Dumas after Dumas’ storied 28-year term (See Fig. 1). The Non-Family Insider View Details

Keywords: Re: Andi Wang; Retail; Auto

01 Jul 2014
News

Bajaj Rolls On

Keywords: family business; succession planning; Manufacturing

09 Mar 2021
Cold Call Podcast

A Family Business at a Crossroads: Scaling and Succession

Keywords: Re: Christina R. Wing; Real Estate

Aug 06 2019
Testimonial

Emphasizing the Business in Family Business

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