Publications

04 Aug 2021
Video

Ouided Bouchamaoui

Ouided Bouchamaoui, the Nobel Prize winning co-founder of the Tunisian National Dialogue Quartet and CEO of Hédi Bouchamaoui Group, discusses the influence her father, who founded Hédi Bouchamaoui & Sons, a family business focused on oil and gas exploration, had on her... View Details

March 27, 2013
Article

Downton Abbey: Real Life Lessons for Trust & Estate Advisors

By: Josh Baron and Devin Bird

The article discusses how the TV series "Downton Abbey" reflects challenges and opportunities faced by business families. The show's storyline, centered around the aristocratic Crawley family and their estate, parallels real-world situations where business families... View Details

Keywords: Family Business; Family and Family Relationships; Management Succession; Family Ownership; Adaptation; Transition

Read Now

01 Jun 2020
Video

Celebrating the 2020 Harvard Business School Virtual Commencement

Ashley V. Whillans

Ashley Whillans is the Volpert Family Associate Professor of Business Administration at the Harvard Business School, where she teaches the Motivation and Incentives course to MBA students. Professor Whillans earned her PhD in Social Psychology from the University of... View Details

November 2022
Case

Goonj: Growing in the Face of a Pandemic

By: V. Kasturi Rangan and Priyank Narayan

Founded by the husband and wife team of Anshu and Meenakshi Gupta in 1999, Goonj had quickly emerged as one of the leading disaster relief and rural development organizations in India. Their main mode of development was through providing a clothing kit to the village... View Details

Keywords: COVID-19 Pandemic; Management; Family Business; Natural Disasters; Social Issues; Entrepreneurship; Operations; Business and Community Relations; Strategy; India

26 May 2020
Cold Call Podcast

Can the ‘Cummings Way’ Live On after the Founder Retires?

Keywords: Re: Christina R. Wing; Real Estate

29 Jul 2016
Video

M.V. Subbiah Full Interview

07 Dec 2016
News

A Sense of Wonder with John Beshears

26 May 2016
Video

Harvard Business School Commencement 2016

August 1976
Case

Norman Machinery Products, Inc. (C)

Presents the estate plan worked out by the son to deal with an estate planning issue. The plan involves the use of deferred compensation employment contract with the family business, a key-man life insurance policy, and a split-dollar life insurance policy. View Details

Keywords: Machinery and Machining; Family Business; Personal Finance; Corporate Finance; Manufacturing Industry

December 2013 (Revised June 2014)
Case

Choosing a Charitable Giving Vehicle

By: Robert C. Pozen, Mayur Desai and Maura A. Graul

Elaine White is an accountant advising two couples, the Carsons and the Bradleys, regarding their charitable giving options and related tax strategies. The Carsons are an upper-middle class family with $295,000 in income, a moderate amount of deductions, and... View Details

Keywords: Charitable Giving; Tax Accounting; Tax Strategy; Public Charities; Foundations; Charity; Charitable Remainder Trusts; Charitable Lead Trusts; Donor-Advised Funds; Pooled Income Funds; Taxation; Philanthropy and Charitable Giving; United States

September 2005
Case

Martha Goldberg Aronson: Leadership Decisions at Mid-Career

By: William W. George and Andrew N. McLean

In 2005, Martha Goldberg Aronson must decide whether to accept an overseas posting in a functional role with Medtronic Corp. The move would be a professional stretch, but would entail leaving a position with a plan half completed and moving her young family overseas.... View Details

Keywords: Decisions; Work-Life Balance; Personal Development and Career; Motivation and Incentives; Opportunities; Leadership

October 1992 (Revised August 2005)
Background Note

Estate Freeze

By: Henry B. Reiling

The so called estate freeze is a classic estate planning and recapitalization practice. It seeks to reconcile the multiple human and business considerations associated with transferring operating control and the future increases in the value of a family dominated... View Details

Keywords: Personal Finance; Governing Rules, Regulations, and Reforms; Laws and Statutes; Financial Services Industry; United States

Blog

When Generations Learn Together

a couple of options, such as the M&A program and the family office program. Our game plan is that we might do a program every one to two years. It's a great way to keep improving our skills and extending our network, while learning from... View Details

20 Jan 2012
News

What Business Schools Can Learn from the Medical Profession

August 2006 (Revised June 2010)
Case

SUN Brewing (A)

The Khemka family of India, founders, managers, and majority owners of Russia-based SUN Brewing, faces a difficult decision in 1998. Following the rouble's massive devaluation in August 1998, the stock price of SUN Brewing, which is publicly listed on the Luxemburg... View Details

Keywords: Family Business; Decision Choices and Conditions; Capital Markets; Financing and Loans; Emerging Markets; India; Russia