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(4,706)
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- Research (1,546)
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- Multimedia (69)
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- August 2019 (Revised July 2023)
- Module Note
Demystifying the Family Enterprise: Module 1 - The Family
By: Christina R. Wing, Madeline Keulen and Vicki Morton
Module 1 of Demystifying Families in Business focuses on the Family. The Family unit forms the bedrock of the organizations that comprise the collective Family organization, specifically, the virtues that define the Family members’ rules of engagement, and the... View Details
Keywords: Family Business; Family and Family Relationships; Governance; Values and Beliefs; Business Organization
Wing, Christina R., Madeline Keulen, and Vicki Morton. "Demystifying the Family Enterprise: Module 1 - The Family." Harvard Business School Module Note 620-031, August 2019. (Revised July 2023.)
- Teaching Interest
Families in Business
Like every company, family businesses must strive for growth amidst fierce competition, an evolving marketplace, and demanding customers. But family businesses also face a unique set of challenges and opportunities. In this Executive Education program, participants... View Details
- April 2018 (Revised September 2019)
- Case
Shanda Family Office
By: Christopher Malloy, Lauren Cohen and Essie Alamsyah
Tianqiao Chen, founder and CEO of Shanda Group, has set up his family office in the U.S. in 2016 after exiting from Shanda's Internet games business in China in 2014, again pioneering an unconventional approach to the management of a family office. View Details
Keywords: Family Business; Management; Strategy; Investment; Goals and Objectives; China; United States
Malloy, Christopher, Lauren Cohen, and Essie Alamsyah. "Shanda Family Office." Harvard Business School Case 218-102, April 2018. (Revised September 2019.)
- Research Summary
Globalization and the Family Business
As business becomes more global and competitive, many family companies are extending their operations through various means to remain competitive in their industries. Professor Davis is teaming with Professor Jon Martinez of Universidad de los Andes and Florence Tsai... View Details
- September 2024
- Technical Note
How to Pay Family Employees in a Family Business
By: Christina R. Wing, Maryann G Bell and Kara A Perusse
Family businesses play a pivotal role in global economies, contributing significantly to employment and wealth creation. However, managing compensation for family members within these enterprises can be complex. Family employees frequently intertwine their roles as... View Details
- Research Summary
Family Business Governance
Davis's other current work explores family, business, and ownership governance in the family business system. A book on this topic is in process. Included in this body of work is a large-scale survey project on corporate governance of Brazilian family companies and... View Details
- October 1997 (Revised September 2004)
- Background Note
Relationships Among Siblings and Cousins in a Family Firm
By: John A. Davis
Davis, John A. "Relationships Among Siblings and Cousins in a Family Firm." Harvard Business School Background Note 898-060, October 1997. (Revised September 2004.)
- December 2019 (Revised March 2021)
- Case
Carroll Family Farms
By: Forest Reinhardt, Christian Godwin and James Weber
The Carroll Family, U.S. pig and grain farmers, needed to decide what to plant, whether to purchase land, emphasize pigs or grain, or other investments.
Seven family members across three generations owned and operated Carroll Family Farms (CFF). In... View Details
Seven family members across three generations owned and operated Carroll Family Farms (CFF). In... View Details
Keywords: Agribusiness; Animal-Based Agribusiness; Plant-Based Agribusiness; Operations; Strategy; Family Business; Asset Management; Globalization; Agriculture and Agribusiness Industry; United States; Brazil; China
Reinhardt, Forest, Christian Godwin, and James Weber. "Carroll Family Farms." Harvard Business School Case 720-005, December 2019. (Revised March 2021.)
- January 2001
- Background Note
Responsibilities & Rights of Family Shareholders of a Family Business
By: John A. Davis
Describes the major responsibilities and rights of family shareholders of a family owned business. View Details
Davis, John A. "Responsibilities & Rights of Family Shareholders of a Family Business." Harvard Business School Background Note 801-264, January 2001.
- Article
Family Control of Firms and Industries
We test what explains family control of firms and industries and find that the explanation is largely contingent on the identity of families and individual blockholders. Founders and their families are more likely to retain control when doing so gives the firm a... View Details
Keywords: Family Business; Cost vs Benefits; Governance Controls; Family Ownership; Business and Shareholder Relations; Competitive Advantage
Villalonga, Belen, and Raphael Amit. "Family Control of Firms and Industries." Financial Management 39, no. 3 (Fall 2010): 863–904. (Lead article.)
- November 2023 (Revised January 2024)
- Case
Votorantim: Uniting Family and Business Across Generations
By: Christina R. Wing, Carla Larangeira and Pedro Levindo
Over a 105-year span, the Ermírio de Moraes family built Votorantim, one of Latin America’s largest industrial conglomerates, and among Brazil’s topmost businesses, also credited for helping “build” the country over decades. By early 2023, Votorantim included... View Details
Keywords: Corporate Governance; Family Ownership; Business and Shareholder Relations; Family and Family Relationships; Agriculture and Agribusiness Industry; Agriculture and Agribusiness Industry; Agriculture and Agribusiness Industry; Agriculture and Agribusiness Industry; Latin America
Wing, Christina R., Carla Larangeira, and Pedro Levindo. "Votorantim: Uniting Family and Business Across Generations." Harvard Business School Case 624-050, November 2023. (Revised January 2024.)
- Teaching Interest
Demystifying the Family Enterprise
This course is primarily designed for students who are pursuing a career in family run businesses, family owned businesses, investment roles in family offices, or students that might invest in or wholly purchase a family owned business through a private equity firm,... View Details
- November 2004 (Revised September 2007)
- Case
The Mitchell Family and Mitchells/Richards
By: Amy C. Edmondson, John A. Davis, Corey B. Hajim and Kelly Mulderry
Describes a small, luxury retail chain's operational sophistication achieved through the use of technology and "high-touch" customer service. A family-run business, Mitchells has built its success with a customer service strategy known internally as "hugging." The term... View Details
Keywords: Family Business; Customer Relationship Management; Knowledge Management; Service Delivery; Organizational Culture; Expansion; Information Technology; Retail Industry
Edmondson, Amy C., John A. Davis, Corey B. Hajim, and Kelly Mulderry. "The Mitchell Family and Mitchells/Richards." Harvard Business School Case 605-047, November 2004. (Revised September 2007.)
- Article
Family Rituals Improve the Holidays
By: Ovul Sezer, Michael I. Norton, Francesca Gino and Kathleen Vohs
Rituals are central to family life. Three studies (N = 1098) tested the relationship between family rituals and holiday enjoyment and demonstrated that family rituals improve the holidays because they amplify family closeness and involvement in the experience. In Study... View Details
Sezer, Ovul, Michael I. Norton, Francesca Gino, and Kathleen Vohs. "Family Rituals Improve the Holidays." Special Issue on the Science of Hedonistic Consumption. Journal of the Association for Consumer Research 1, no. 4 (October 2016): 509–526.
- April 2002
- Case
The Cardon Family
By: William J. Poorvu and Melissa Yin-Yin Lam
Wil Cardon is the third-generation steward of his family's real estate land development business. He grapples with issues of business structure, intergenerational business, compensation, and family values. This case includes in-depth discussion of the land development... View Details
Keywords: Business Ventures; Family Business; Entrepreneurship; Values and Beliefs; Compensation and Benefits; Family and Family Relationships; Real Estate Industry
Poorvu, William J., and Melissa Yin-Yin Lam. "The Cardon Family." Harvard Business School Case 802-196, April 2002.
- August 2013 (Revised October 2013)
- Case
Modern Family Planning: The Business of Circle Surrogacy
By: Ramon Casadesus-Masanell and Blake Landro
The business of surrogacy, a boutique practice with client costs upwards of $100,000, allowed couples and individuals from a variety of backgrounds, ages, and sexual orientations to build families. This case examines Circle Surrogacy (CS), one of the premier surrogacy... View Details
Keywords: Family Planning; Platform; Competitive Advantage; Law; Globalization; Competitive Strategy; Digital Platforms; United States; Ukraine
Casadesus-Masanell, Ramon, and Blake Landro. "Modern Family Planning: The Business of Circle Surrogacy." Harvard Business School Case 714-418, August 2013. (Revised October 2013.)
- September 2023
- Technical Note
Note on Family Constitutions
Less than half of family businesses will survive generational transfer. While sometimes this is due to operating company issues, in many cases it is because of conflict within the family. Many families create and adopt a family constitution to proactively mitigate... View Details
- July 1999 (Revised July 2007)
- Background Note
Preparing Family Business Cases
By: John A. Davis
Advises students on how to prepare and discuss a family business case. View Details
Davis, John A. "Preparing Family Business Cases." Harvard Business School Background Note 800-021, July 1999. (Revised July 2007.)
- Research Summary
Family Business Dynastic Success
Davis is also completing a several year study of successful family business dynasties, examining the management, ownership and family practices that help to perpetuate successful businesses and families. He is developing a book for Harvard University Press on this... View Details
- July 2001 (Revised September 2001)
- Background Note
Definitions and Typologies of the Family Business
By: John A. Davis
Introduces students to the wide variety of family business definitions in literature today. Also reviews prominent typologies of family business systems. View Details
Davis, John A. "Definitions and Typologies of the Family Business." Harvard Business School Background Note 802-007, July 2001. (Revised September 2001.)