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  • January 15, 2015
  • Article

Surviving in a Family Business When You're Not Part of the Family

By: Josh Baron and Rob Lachenauer
Navigating office politics in a family-owned business can be challenging for non-family executives. Based on experience with various business families worldwide, this article offers strategies for success:

Play in your room: Non-family executives should... View Details
Keywords: Family Business; Family and Family Relationships; Employees; Problems and Challenges; Talent and Talent Management
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Baron, Josh, and Rob Lachenauer. "Surviving in a Family Business When You're Not Part of the Family." Harvard Business Review (website) (January 15, 2015).
  • March 2007 (Revised October 2007)
  • Module Note

Negotiating Effectively in Family Business Systems

By: Deepak Malhotra and John A. Davis
Explores how families in business can apply five principles of negotiation that are used effectively by non-family members. The distinctive characteristics of family relationships and of family business systems--which affect the use of these principles--are described. View Details
Keywords: Family Business; Negotiation; Family Ownership
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Malhotra, Deepak, and John A. Davis. "Negotiating Effectively in Family Business Systems." Harvard Business School Module Note 807-144, March 2007. (Revised October 2007.)
  • October 1993
  • Article

Family Capitalism

By: G. Jones and Mary B. Rose
Keywords: Economic Systems; Family and Family Relationships
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Jones, G., and Mary B. Rose. "Family Capitalism." Business History 35, no. 4 (October 1993): 1–16.
  • 12 Nov 2001
  • Research & Ideas

The Three Components of Family Governance

strengthening business-family communication and bond. A family constitution—the family's policies and guiding vision and values that regulate... View Details
  • August 2006 (Revised July 2007)
  • Background Note

Governance of the Business Family

By: John A. Davis
Explains the purposes, processes, standards, plans, and agreements that together help to govern (or steer) a family that owns a family business. View Details
Keywords: Family Business; Corporate Governance; Governing Rules, Regulations, and Reforms; Family Ownership
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Davis, John A. "Governance of the Business Family." Harvard Business School Background Note 807-020, August 2006. (Revised July 2007.)
  • August 2006 (Revised July 2007)
  • Background Note

Governance of the Family Business

By: John A. Davis
Reviews the ways to achieve governance of the family business. Points out the importance of plans (e.g., strategic plans), statements (e.g., mission statements), policies, rules, and agreements to the governance process. Discusses the roles of three structures in... View Details
Keywords: Family Business; Corporate Governance; Governing and Advisory Boards; Management Teams; Mission and Purpose
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Davis, John A. "Governance of the Family Business." Harvard Business School Background Note 807-022, August 2006. (Revised July 2007.)
  • October 2023
  • Technical Note

Governance for the Family Enterprise

By: Christina R. Wing and Vicki Morton
Governance stands as the backbone of any successful organization, providing the structure, transparency, and accountability necessary to guide decisions, ensure efficiency and foster sustainable growth. Its significance takes on a heightened dimension within family... View Details
Keywords: Family Business; Corporate Governance; Family Ownership; Business Growth and Maturation
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Wing, Christina R., and Vicki Morton. "Governance for the Family Enterprise." Harvard Business School Technical Note 624-047, October 2023.
  • March 12, 2024
  • Editorial

Best Practices for Family Philanthropy

By: Christina R. Wing
Philanthropy is a key priority for many families, but when sitting down and considering where to start, the vast options can be overwhelming. Social impact is not supposed to be a chore, but rather something you and your family can appreciate and look forward to... View Details
Keywords: Philanthropy and Charitable Giving; Social Enterprise; Family Business; Corporate Social Responsibility and Impact
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Wing, Christina R. "Best Practices for Family Philanthropy." Family Capital (March 12, 2024).
  • October 2020
  • Case

Genomics in the Family Office

By: Lauren Cohen, Ronnie Stangler and Spencer C. N. Hagist
Alice Anane is the member of a large, wealthy family that collectively operates a multi-pronged family business in Israel. Upon discovering partway into her pregnancy that the rapidly degenerative brain disease her father succumbed to now threatens her and potentially... View Details
Keywords: Family Business; Health Disorders; Strategic Planning; Corporate Governance
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Cohen, Lauren, Ronnie Stangler, and Spencer C. N. Hagist. "Genomics in the Family Office." Harvard Business School Case 221-035, October 2020.
  • October 1997 (Revised July 1998)
  • Case

Graham Family and the Washington Post Company, The

The Washington Post is now headed up by its fourth family member in three generations. The Graham family has somehow transcended the problems and pitfalls that overtake so many family-owned and operated businesses. View Details
Keywords: Family Business; Success; Journalism and News Industry; District of Columbia
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Barnes, Louis B. "Graham Family and the Washington Post Company, The." Harvard Business School Case 498-031, October 1997. (Revised July 1998.)
  • February 2009 (Revised April 2011)
  • Module Note

Financing Growth in Family and Closely Held Firms

By: Belen Villalonga
This note describes the second of four modules in Financial Management of Family and Closely Held Firms, an elective MBA course at Harvard Business School. The note analyzes the pros and cons of different equity financing options that are available to family firms such... View Details
Keywords: Corporate Finance; Business Growth and Maturation
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Villalonga, Belen. "Financing Growth in Family and Closely Held Firms." Harvard Business School Module Note 209-014, February 2009. (Revised April 2011.)
  • 31 Jul 2017
  • HBS Case

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

restaurants. The question of ownership, however, has not been broached—and the son fears that doing so could jeopardize his business and personal relationship with his father. “The son has this acute... View Details
Keywords: by Julia Hanna; Food & Beverage
  • April 27, 2020
  • Article

A Crisis Playbook for Family Businesses

By: Josh Baron and Ben Francois
In a business crisis, the power of family business owners is magnified. Unlike public companies, which typically focus on maximizing shareholder value, family owners value objectives that usually go well beyond financial returns (e.g., family legacy, reputation). This... View Details
Keywords: COVID-19 Pandemic; Crisis Management; Family Ownership; Family and Family Relationships
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Baron, Josh, and Ben Francois. "A Crisis Playbook for Family Businesses." Harvard Business Review (website) (April 27, 2020).
  • June 2023
  • Exercise

Successful Governance for the Family Enterprise

By: Christina R. Wing
This exercise examines three different family enterprise scenarios to open a conversation on what makes them successful. We look at how there is no strategy that fits all for family businesses, but there are strategies that can influence both the business and the... View Details
Keywords: Family Business; Strategy; Success
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Wing, Christina R. "Successful Governance for the Family Enterprise." Harvard Business School Exercise 623-083, June 2023.
  • 13 Feb 2014
  • Research & Ideas

Managing the Family Business: Leadership Roles

decades. Whether you adopt the one-leader model for your own family enterprise, as RBS has done, or whether you build a team of leaders, you still need to design, structure, and allocate all the necessary... View Details
Keywords: by John A. Davis
  • 01 Apr 1974
  • Conference Presentation

Urban Communes and Family History

By: R. M. Kanter
Keywords: Family and Family Relationships; Civil Society or Community; Urban Scope
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Kanter, R. M. "Urban Communes and Family History." Paper presented at the Organization of American Historians Annual Meeting, Denver, April 01, 1974. (Published as "Roots versus Restlessness: Cooperative Households, The City, and Recurrent Issues in American Family Life." Massachusetts Review 17 (summer 1976):331-53.)
  • October 2001 (Revised November 2001)
  • Case

Blethen Family and the Seattle Times Company (A), The

By: John A. Davis and Cathy Quinn
Frank Blethen, the fourth-generation publisher of The Seattle Times, ponders the challenges facing this family business. This case reviews the long history of this business and family and asks whether family ownership and management are in the interests of both the... View Details
Keywords: History; Management; Business or Company Management; Family Business; Family and Family Relationships; Family Ownership; Problems and Challenges; Journalism and News Industry; Journalism and News Industry
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Davis, John A., and Cathy Quinn. "Blethen Family and the Seattle Times Company (A), The." Harvard Business School Case 802-096, October 2001. (Revised November 2001.)
  • January 1988 (Revised June 1989)
  • Background Note

IBM and DEC Family Trees

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Sviokla, John J. "IBM and DEC Family Trees." Harvard Business School Background Note 188-077, January 1988. (Revised June 1989.)
  • August 2006 (Revised July 2007)
  • Background Note

Fundamentals of Family Business System Governance

By: John A. Davis
Reviews the purposes and ingredients in the governance (or steering) of a family business system. Explores at a high level the governance of the family business, its owners, and the family. Focuses on how these governance structures, processes, plans, and agreements... View Details
Keywords: Family Business; Corporate Governance; Governing Rules, Regulations, and Reforms; Family Ownership
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Davis, John A. "Fundamentals of Family Business System Governance." Harvard Business School Background Note 807-019, August 2006. (Revised July 2007.)
  • 15 Feb 2007
  • Research & Ideas

Helping Low-Income Families Save More

Podcast with: Peter TufanoInterviewer: James AisnerRunning Time: 18 min., 55 sec. View Details
Keywords: by Jim Aisner; Banking; Financial Services
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