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  • February 1997 (Revised November 1997)
  • Case

An Entrepreneurial Family

Mark Vigianno is a driven entrepreneur who can't seem to work with subcontractors, many colleagues, and bosses. His wife Katrina gets caught up in Mark's ventures but seems unable to help him. Although ambitious, hard driving, and quality conscious, Mark keeps... View Details
Keywords: Entrepreneurship
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Barnes, Louis B., and Kacie LaChapelle. "An Entrepreneurial Family." Harvard Business School Case 897-157, February 1997. (Revised November 1997.)
  • 16 Jun 1998 - 19 Jun 1998
  • Conference Presentation

Families in Business

By: J. A. Davis
Keywords: Family Business
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Davis, J. A. "Families in Business." In Harvard Business School 1998 Global Alumni Conference. Paper presented at the Harvard Business School Global Alumni Conference, Chicago, IL, June 16–19, 1998.
  • October 1997 (Revised September 2007)
  • Background Note

Business Family Dynamics

By: John A. Davis
Reprinted from John Davis. View Details
Keywords: Family Business; Entrepreneurship
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Davis, John A. "Business Family Dynamics." Harvard Business School Background Note 898-058, October 1997. (Revised September 2007.)
  • 12 Mar 2014
  • Lessons from the Classroom

Managing the Family Business: Firing the CEO

Editor's note: This is part of a series of occasional columns on managing the family business written by Senior Lecturer John A. Davis. In this article, Davis discusses when to make changes at the top. No one needs convincing that the... View Details
  • July 2005 (Revised February 2007)
  • Background Note

Principles of Family Business System Change

By: John A. Davis
Identifies several practical principles to keep in mind when changing a family business system. View Details
Keywords: Family Business; Change Management; Organizational Change and Adaptation
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Davis, John A. "Principles of Family Business System Change." Harvard Business School Background Note 806-011, July 2005. (Revised February 2007.)
  • 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
Keywords: Family Business; Body of Literature; System
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Davis, John A. "Definitions and Typologies of the Family Business." Harvard Business School Background Note 802-007, July 2001. (Revised September 2001.)
  • 30 Mar 2015
  • Research & Ideas

Managing the Family Business: Preparing to Sell

On important occasions, we gather for family portraits. If you were to take a picture of your family business today, what would it show? Family businesses represent the... View Details
Keywords: by Jonathan Pellegrin; Food & Beverage; Retail
  • 15 Jan 2014
  • Research & Ideas

Managing the Family Business: It Takes a Village

Editor's note: This is the first of occasional columns on managing the family business written by Senior Lecturer John A. Davis. In this first of two articles, Davis discusses leadership models. Part One: Global Norms And The One-leader... View Details
  • October 1997
  • Background Note

Family Firms in the Newspaper Industry

Changes in newspaper publishing, specifically the introduction of new technology and concurrent changes in tax policy, which led to a consolidation of the industry are described. Also describes the transformation of family firms into public corporations in response to... View Details
Keywords: Business or Company Management; Family Business; Journalism and News Industry
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Barnes, Louis B., and Peter K. Botticelli. "Family Firms in the Newspaper Industry." Harvard Business School Background Note 898-075, October 1997.
  • 24 Nov 2015
  • Research & Ideas

Developing Your Next CEO for the Family Business

as CEO. I agree but CEO selection is more complex for family companies. Options for Family Companies In family companies, you also have the choice of View Details
Keywords: Re: Andi Wang; Retail; Auto
  • September 8, 2015
  • Article

Making Better Decisions in Your Family Business

By: Josh Baron, Rob Lachenauer and Sebastian Ehrensberger
Family businesses face complex decisions, from CEO succession to business strategies. A "four-room" model helps structure decision-making in these businesses: Owner Room (ownership goals and board election), Board Room (performance monitoring and CEO appointment),... View Details
Keywords: Family Business; Decisions; Business Strategy; Goals and Objectives; Management Succession; Talent and Talent Management
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Baron, Josh, Rob Lachenauer, and Sebastian Ehrensberger. "Making Better Decisions in Your Family Business." Harvard Business Review (website) (September 8, 2015).
  • December 6, 2013
  • Article

Family Businesses Shouldn't Hunt for Superstar CEOs

By: Josh Baron and Rob Lachenauer
This article discusses the challenges faced by family businesses when it comes to succession planning, particularly in selecting an outside CEO. It presents a case study of a third-generation family business looking for an external CEO, named "Mr. Wonderful," to manage... View Details
Keywords: Family Business; Management Succession
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Baron, Josh, and Rob Lachenauer. "Family Businesses Shouldn't Hunt for Superstar CEOs." Harvard Business Review (website) (December 6, 2013).
  • August 2006 (Revised July 2007)
  • Background Note

Governance of the Family Business Owners

By: John A. Davis
Reviews the principal ways in which the owners of a family business achieve their governance objectives of a suitable identity and sensible direction and the discipline to achieve these. Covers the responsibilities and rights of owners, plus governance procedures,... View Details
Keywords: Family Business; Corporate Governance; Governing Rules, Regulations, and Reforms; Goals and Objectives; Family Ownership
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Davis, John A. "Governance of the Family Business Owners." Harvard Business School Background Note 807-021, August 2006. (Revised July 2007.)
  • September 2024
  • Technical Note

Note on CEO Succession in Family Enterprises

By: Christina R. Wing, Kara A. Perusse and Hillary B. Sieber
This note aims to offer guidance and insights into navigating CEO succession, whether involving family or non-family executives, and emphasizes the importance of providing clarity on the criteria for selection. By understanding the nuances and best practices of CEO... View Details
Keywords: Family Business; Transition; Management Succession
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Wing, Christina R., Kara A. Perusse, and Hillary B. Sieber. "Note on CEO Succession in Family Enterprises." Harvard Business School Technical Note 625-030, September 2024.
  • July 2005
  • Case

Family Governance at the Cousin Consortium Stage

By: John A. Davis and Courtney Sampson
Explains the governance system for the Eddy family, who own the Port Blakely Companies. Provides the viewer with an inside look at the running of the family council and family assembly meetings. Also provides a brief history and overview of the forestry and real estate... View Details
Keywords: Conferences; Corporate Entrepreneurship; Corporate Governance; Business History; Business or Company Management; Family Ownership
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Davis, John A., and Courtney Sampson. "Family Governance at the Cousin Consortium Stage." Harvard Business School Multimedia/Video Case 805-160, July 2005.
  • 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
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Cohen, Lauren, Fei Wu, and Grace Headinger. "One Tiger Per Mountain: The He Family Office." Harvard Business School Case 223-001, August 2022.
  • September 26, 2022
  • Article

Is Your Family Office Built for the Future?

By: Josh Baron and Rob Lachenauer
Family offices can provide a number of benefits, including privacy, customization, and having your own team to handle a wide range of services, such as guiding family philanthropy, managing shared properties, or even managing household help. Successful principals in... View Details
Keywords: Business Offices; Family and Family Relationships
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Baron, Josh, and Rob Lachenauer. "Is Your Family Office Built for the Future?" Harvard Business Review (website) (September 26, 2022).
  • June 2005 (Revised June 2007)
  • Background Note

Introduction to Management of the Family Business

By: John A. Davis
Provides an overview to the content and structure of the Management of the Family Business course. View Details
Keywords: Family Ownership; Business or Company Management
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Davis, John A. "Introduction to Management of the Family Business." Harvard Business School Background Note 805-155, June 2005. (Revised June 2007.)
  • January 2012
  • Case

Family Firm Governance Vignettes

By: Lena G. Goldberg
Keywords: Family Ownership; Governance
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Goldberg, Lena G. "Family Firm Governance Vignettes." Harvard Business School Case 312-093, January 2012.
  • February 2002
  • Background Note

Working With Relatives in the Family Firm

Describes some of the difficulties of working with one's relatives in the family firm, especially with one's brother(s). Examines some of the reasons for the difficulties and proposes ways of dealing with them. View Details
Keywords: Family Business; Family and Family Relationships; Problems and Challenges
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Tagiuri, Renato. "Working With Relatives in the Family Firm." Harvard Business School Background Note 902-424, February 2002.
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