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  • All HBS Web  (4,919)
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  • November 2020
  • Case

The 1,000-Year Plan: Lee Kum Kee and Sustaining a Family Culture

By: Lauren Cohen, Dawn H. Lau and Billy Chan
The Lee family, whose Hong Kong-based Lee Kum Kee company has established itself as a legend within the Chinese and Asian sauce world, sets out to create a daring new vision of what family legacy means. With the family business having been established in 1888, and by... View Details
Keywords: Family Business; Mission and Purpose; Values and Beliefs; Business and Community Relations; Organizational Structure; Strategic Planning
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Cohen, Lauren, Dawn H. Lau, and Billy Chan. "The 1,000-Year Plan: Lee Kum Kee and Sustaining a Family Culture." Harvard Business School Case 221-047, November 2020.
  • 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).
  • September 2024
  • Supplement

Carrie Wang: Choosing Between the Family Firm and the Family Spirit: Spreadsheet Supplement

By: Lauren Cohen, Fei Wu and Sophia Pan
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Cohen, Lauren, Fei Wu, and Sophia Pan. "Carrie Wang: Choosing Between the Family Firm and the Family Spirit: Spreadsheet Supplement." Harvard Business School Spreadsheet Supplement 225-713, September 2024.
  • 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.)
  • 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.)
  • Article

Informal Family Insurance and the Design of the Welfare State

By: Rafael Di Tella and Robert MacCulloch
We study unemployment benefit provision when the family also provides social insurance. In the benchmark case, more generous State transfers crowd out family risk-sharing one-for-one. An extension gives the State an advantage in enforcing transfers through taxes... View Details
Keywords: Insurance; Design; Welfare
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Di Tella, Rafael, and Robert MacCulloch. "Informal Family Insurance and the Design of the Welfare State." Economic Journal 112, no. 477 (February 2002): 481–503.
  • January 1978
  • Article

Families, Family Processes, and Economic Life

By: R. M. Kanter
Keywords: Family and Family Relationships
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Kanter, R. M. "Families, Family Processes, and Economic Life." Supplementary Issue. American Journal of Sociology 82 (January 1978). (Also in Turning Points: Historical and Sociological Essays on the Family, edited by S. Boocock and J. Demos. University of Chicago Press, 1978.)
  • 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.
  • 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).
  • December 26, 2018
  • Article

Why Family Businesses Need to Find the Right Level of Conflict

By: Josh Baron
Many families avoid conflict because it makes them uncomfortable. For families that own and manage businesses, this is a problem. Conflict avoidance leads people to avoid difficult–but necessary–conversations and decisions. Instead of avoiding conflict, the people who... View Details
Keywords: Management Skills; Conflict and Resolution; Family Business
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Baron, Josh. "Why Family Businesses Need to Find the Right Level of Conflict." Harvard Business Review (website) (December 26, 2018).
  • 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.
  • 20 May 2014
  • Research & Ideas

Managing the Family Business: Survival’s Secret Sauce

But long-term success-even for a family company-can be explained in a rather simple, straightforward way. Here are some high points to consider. Grow Every Generation In order to stay alive commercially as a family, you must grow your... View Details
  • May 18, 2020
  • Article

Create a Culture of Generosity and Communication in Your Family Business

By: Christina R. Wing and Rohit K. Gera
The phrase “family business” is made up of two very different words: “family,” which calls to mind warm, fuzzy feelings around love, joy, and support, and “business,” which is measured in money, profits, impact, and assets. We put the two words together, and often, use... View Details
Keywords: Family Business; Organizational Culture; Communication
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Wing, Christina R., and Rohit K. Gera. "Create a Culture of Generosity and Communication in Your Family Business." Harvard Business Review (website) (May 18, 2020).
  • 1 Aug 1972
  • Conference Presentation

Communes, The Family and Sex Roles

By: R. M. Kanter
Keywords: Civil Society or Community; Family and Family Relationships; Gender
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Kanter, R. M. "Communes, The Family and Sex Roles." Paper presented at the American Sociological Association Annual Meeting, August 01, 1972. (Also in Communes: Creating and Managing the Collective Life, edited by R.M. Kanter N.Y.: Harper and Row, 1973.)
  • summer 1996
  • Article

Bivalent Attributes of the Family Firm

By: J. A. Davis and R. Tagiuri
Keywords: Family Business
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Davis, J. A., and R. Tagiuri. "Bivalent Attributes of the Family Firm." Family Business Review (summer 1996).
  • 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.)
  • 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).
  • 24 May 2006
  • Conference Presentation

Lessons from Successful Family Business Dynasties

By: John A. Davis
Keywords: Family Business; Success
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Davis, John A. "Lessons from Successful Family Business Dynasties." Paper presented at the Family Business Network Conference, Sao Paulo, Brazil, May 24, 2006.
  • October 2024 (Revised January 2025)
  • Case

MDH Partners: Evolving a Family Legacy

By: Christina R. Wing and Sarah Mehta
This case is about succession planning for MDH Partners, an Atlanta-based industrial real estate investment firm founded in 2005. When Jeffrey Small, Jr. cofounded MDH Partners, he named the company in honor of his grandfather, Mark Durward (MD) Hodges, an early... View Details
Keywords: Buildings and Facilities; Business Ventures; Ownership; Business Exit or Shutdown; Family Business; Management Succession; Personal Development and Career; Financial Services Industry; Real Estate Industry; United States; Georgia (state, US); Atlanta
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Wing, Christina R., and Sarah Mehta. "MDH Partners: Evolving a Family Legacy." Harvard Business School Case 625-001, October 2024. (Revised January 2025.)
  • August 2007
  • Background Note

Assessing and Enhancing Individual Power in the Family Business System

By: John A. Davis
Describes how to asses and enhance an individual's bases, sources, and levels of power in a family business system. Relies on Franch and Raven's framework that identifies five bases of social power (reward, coercive, legitimate, referent, and expert), describing how... View Details
Keywords: Family Business; Family and Family Relationships; Situation or Environment; Power and Influence
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Davis, John A. "Assessing and Enhancing Individual Power in the Family Business System." Harvard Business School Background Note 808-026, August 2007.
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