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  • March 2023
  • Case

Between Two Minds: The Staglin Family

By: Lauren Cohen, Ronnie Stangler and Grace Headinger
Garen Staglin, Founder and Chairman of One Mind, reflected on his life’s work in brain health. As he contemplated stepping down in the next few years, he weighed how to pass along this legacy to his son, Brandon Staglin, the impetus behind and next generation of the... View Details
Keywords: Nonprofit Organizations; Well-being; Management Succession; Family Ownership; Mission and Purpose; Health Industry
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Cohen, Lauren, Ronnie Stangler, and Grace Headinger. "Between Two Minds: The Staglin Family." Harvard Business School Case 223-053, March 2023.
  • 02 Jan 2014
  • Working Paper Summaries

Managing the Family Firm: Evidence from CEOs at Work

Keywords: by Oriana Bandiera, Andrea Prat & Raffaella Sadun
  • June 2021
  • Case

One Family Textiles: Stepping Back to Move Forward?

By: V.G. Narayanan, Alpana Thapar and Fares Khrais
This case explores how a family business builds a board that includes independent directors that helps to professionalize and strengthen governance in the company. The case relates to One Family Textiles, an Abu Dhabi-headquartered manufacturer of garments. The company... View Details
Keywords: Governance; Growth and Development Strategy; Operations; Governing and Advisory Boards; Business History; Decision Making; Accounting
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Narayanan, V.G., Alpana Thapar, and Fares Khrais. "One Family Textiles: Stepping Back to Move Forward?" Harvard Business School Case 121-045, June 2021.
  • February 2009 (Revised June 2010)
  • Background Note

Note on Valuing Control and Liquidity in Family and Closely Held Firms

Most companies around the world are family controlled and/or closely held. The need to value these companies routinely arises in practice for a variety of reasons, e.g., to buy out minority shareholders; for gift and estate tax purposes; to tie executive compensation... View Details
Keywords: Family Business; Financial Liquidity; Governance Controls; Valuation
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Villalonga, Belen. "Note on Valuing Control and Liquidity in Family and Closely Held Firms." Harvard Business School Background Note 209-104, February 2009. (Revised June 2010.)
  • February 2009 (Revised April 2011)
  • Course Overview Note

Growing, Financing, and Managing Family and Closely Held Firms

By: Belen Villalonga
This note provides instructors with an overview of the course, its module structure and its unifying framework. The note contains information that should only be available to instructors, and should not be distributed to students. A shorter version of the note for... View Details
Keywords: Family Business; Corporate Finance
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Villalonga, Belen. "Growing, Financing, and Managing Family and Closely Held Firms." Harvard Business School Course Overview Note 209-006, February 2009. (Revised April 2011.)
  • October 23, 2013
  • Article

Banyan Family Business Advisors On The Keys to Long-Term Resilience

By: Josh Baron and Rob Lachenauer
Family businesses have been found to excel in resilience during economic downturns compared to publicly-traded ones. This is attributed to their focus on resilience over performance. Key qualities of resilient family firms include managing low debt, practicing... View Details
Keywords: Performance Consistency; Economic Slowdown and Stagnation; Family Ownership; Family Business; Values and Beliefs; Business Strategy
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Baron, Josh, and Rob Lachenauer. "Banyan Family Business Advisors On The Keys to Long-Term Resilience." Family Wealth Report (October 23, 2013).
  • March 18, 2014
  • Article

Family Businesses Must Set the Agenda (Without Micromanaging)

By: Josh Baron and Rob Lachenauer
This article discusses the role of owners in family businesses, using the story of Charles, who transformed his family's shipping business by taking ownership decisions. The article highlights that owners have the power to set goals, define performance metrics, hire... View Details
Keywords: Decisions; Family Ownership; Governing and Advisory Boards; Goals and Objectives
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Baron, Josh, and Rob Lachenauer. "Family Businesses Must Set the Agenda (Without Micromanaging)." Harvard Business Review (website) (March 18, 2014).
  • November 2024
  • Case

Planning for the Brown Family

By: Sara Fleiss, Emily R. McComb and Josh Radman
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Fleiss, Sara, Emily R. McComb, and Josh Radman. "Planning for the Brown Family." Harvard Business School Case 225-048, November 2024.
  • January 2025
  • Case

Constitutional Fiction: John Miller & the Legitimacy of Family Constitutions

By: Lauren Cohen, Octavian Graf Pilati and Sophia Pan
John Miller sat reviewing his family’s Constitution, grappling with how best to implement and enforce its provisions. Designed to prevent ambiguity in governance, the Family Constitution set out core values and guidelines to promote harmony and cohesion among family... View Details
Keywords: Conflict Resolution; Perspective Taking; Liabilities; Family Business; Family Ownership; Business Growth and Maturation; Alignment; Cooperation; Attitudes; Behavior; Cognition and Thinking; Conflict Management; Conflict of Interests; Power and Influence; Perception; Trust; Perspective; Motivation and Incentives; Happiness; Identity; Goals and Objectives; Legal Liability; Contracts; Fairness; Values and Beliefs; Governance Controls; Governing Rules, Regulations, and Reforms; Family and Family Relationships; Manufacturing Industry; Germany
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Cohen, Lauren, Octavian Graf Pilati, and Sophia Pan. "Constitutional Fiction: John Miller & the Legitimacy of Family Constitutions." Harvard Business School Case 225-054, January 2025.
  • December 1996
  • Case

Family Assistance Plan, The (A)

By: Bruce R. Scott and Paul Bastone
Keywords: Welfare or Wellbeing
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Scott, Bruce R., and Paul Bastone. "Family Assistance Plan, The (A)." Harvard Business School Case 797-065, December 1996.
  • July 19, 2021
  • Article

Do Most Family Businesses Really Fail by the Third Generation?

By: Josh Baron and Rob Lachenauer
Perhaps the most commonly-cited statistic about family businesses is their failure rates. Most articles or speeches about family businesses start with some version of the “three-generation rule,” which suggests that most don’t survive beyond three generations. But that... View Details
Keywords: Family Business; Success; Perception
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Baron, Josh, and Rob Lachenauer. "Do Most Family Businesses Really Fail by the Third Generation?" Harvard Business Review (website) (July 19, 2021).
  • July 2024 (Revised March 2025)
  • Technical Note

Note on Working with Relatives in the Family Enterprise

By: Christina R. Wing and Hillary B Sieber
This note delves into the intricacies of working with relatives, offering insights and strategic recommendations for navigating the opportunities and complexities inherent in such environments. This note will cover common challenges, best practices and key governance... View Details
Keywords: Family and Family Relationships; Governance Controls; Family Business; Business or Company Management
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Wing, Christina R., and Hillary B Sieber. "Note on Working with Relatives in the Family Enterprise." Harvard Business School Technical Note 625-034, July 2024. (Revised March 2025.)
  • August 2022 (Revised December 2022)
  • Case

Iluméxico: For Every Family to Have Power

By: Brian Trelstad, Isa Oliveres and Jenyfeer Martinez Buitrago
In 2022, Manuel Wiechers, the CEO of Iluméxico, a for-profit social enterprise that provided off-grid solar energy services in rural Mexico, was finalizing his presentation for the company’s upcoming board meeting. In the 12 years since Wiechers had co-founded... View Details
Keywords: Social Entrepreneurship; Social Enterprise; Energy; Energy Policy; Energy Generation; Energy Sources; Growth Management; Business and Government Relations; Equity; Internet and the Web; Business Model; Energy Industry; Mexico; Latin America
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Trelstad, Brian, Isa Oliveres, and Jenyfeer Martinez Buitrago. "Iluméxico: For Every Family to Have Power." Harvard Business School Case 323-026, August 2022. (Revised December 2022.)
  • 2021
  • Book

Harvard Business Review Family Business Handbook: How to Build and Sustain a Successful, Enduring Enterprise

By: Josh Baron and Rob Lachenauer
Navigate the complex decisions and critical relationships necessary to create and sustain a healthy family business--and business family. Though "family business" may sound like it refers only to mom-and-pop shops, businesses owned by families are among the most... View Details
Keywords: Family Business; Entrepreneurship; Family and Family Relationships; Outcome or Result; Business Model; Conflict and Resolution; Organizational Culture
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Baron, Josh, and Rob Lachenauer. Harvard Business Review Family Business Handbook: How to Build and Sustain a Successful, Enduring Enterprise. Harvard Business Review Press, 2021.
  • 2010
  • Working Paper

The Role of Institutional Development in the Prevalence and Value of Family Firms

We investigate the role played by institutional development in the prevalence and value of family firms, while controlling for the potential effect of cultural norms. China provides a good research lab since it combines great heterogeneity in institutional development... View Details
Keywords: Family Business; Governing Rules, Regulations, and Reforms; Data and Data Sets; Law; Management; Organizational Culture; Research; Value; China
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Amit, Raphael, Yuan Ding, Belen Villalonga, and Hua Zhang. "The Role of Institutional Development in the Prevalence and Value of Family Firms." Harvard Business School Working Paper, No. 10-103, May 2010.
  • April 12, 2024
  • Editorial

A New Paradigm for Family Giving

By: Christina R. Wing
Keywords: Family Business; Philanthropy and Charitable Giving; Wealth
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Wing, Christina R. "A New Paradigm for Family Giving." Crain Currency (April 12, 2024).
  • July 9, 2013
  • Article

Why Fights Erupt in Family Businesses

By: Josh Baron and Rob Lachenauer
Lack of boundaries and formal structure create potential for nasty (and lasting) disagreements. View Details
Keywords: Family Business; Conflict and Resolution; Organizational Structure
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Baron, Josh, and Rob Lachenauer. "Why Fights Erupt in Family Businesses." Harvard Business Review (website) (July 9, 2013).
  • 13 Oct 2011
  • Conference Presentation

Family Enterprises: Beyond the Three Circles

By: John A. Davis, A. Kinkade and J. Richardson
Keywords: Family Business
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Davis, John A., A. Kinkade, and J. Richardson. "Family Enterprises: Beyond the Three Circles." Paper presented at the Family Firm Institute Annual Conference, Boston, MA, October 13, 2011.
  • November 2024
  • Technical Note

Is a Single-Family Office Right for You?

By: Christina R. Wing, George Jackoboice and Justin Huang
Twenty years ago, the term “family office” was used infrequently and often reserved for the most storied families such as the Rockefellers or the Kennedys. Now, “family office” is on the tip of the tongue of every investor, wealth manager, and company. However, the... View Details
Keywords: Family Office; Family Business
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Wing, Christina R., George Jackoboice, and Justin Huang. "Is a Single-Family Office Right for You?" Harvard Business School Technical Note 625-073, November 2024.
  • Article

How Are U.S. Family Firms Controlled?

Keywords: Family Business; United States
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Villalonga, Belen, and Raphael Amit. "How Are U.S. Family Firms Controlled?" Review of Financial Studies 22, no. 8 (August 2009): 3047–3091. (Previously titled "Benefits and Costs of Control-enhancing Mechanisms in U.S. Family Firms." Winner of the ECGI - Standard Life Investments Finance Prize and the Family Firms Institute Best Unpublished Research Award.)
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