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  • January 2013 (Revised August 2013)
  • Case

Family Matters at ProLab

By: Noam Wasserman and Yael Braid
Hillary Mallow, founder-CEO of ProLab, learns that her health-services company is two months shy of bankruptcy. She needs to act—immediately—but isn't sure where to begin. Prolab's client list and geographic presence have grown steadily over the years, so the recent... View Details
Keywords: Family Business; Entrepreneurship; Health Industry
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Wasserman, Noam, and Yael Braid. "Family Matters at ProLab." Harvard Business School Case 813-130, January 2013. (Revised August 2013.)
  • August 2019 (Revised July 2023)
  • Course Overview Note

Demystifying the Family Enterprise

By: Christina R. Wing and Madeline Keulen
90% of the GDP in the world is created through family-owned businesses. Family businesses are frequently thought to be exclusively mom-and-pop, small businesses. Most fail to realize that Walmart, Fidelity, Cargill, Koch Industries, and Ford, to name a few, are all... View Details
Keywords: Family Office; Family Business; Family Ownership
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Wing, Christina R., and Madeline Keulen. "Demystifying the Family Enterprise." Harvard Business School Course Overview Note 620-030, August 2019. (Revised July 2023.)
  • Teaching Interest

Families in Business

By: Christina R. Wing

Like every company, family businesses must strive for growth amidst fierce competition, an evolving marketplace, and demanding customers. But family businesses also face a unique set of challenges and opportunities. In this Executive Education program, participants... View Details

  • Research Summary

Family Business Governance

Davis's other current work explores family, business, and ownership governance in the family business system. A book on this topic is in process. Included in this body of work is a large-scale survey project on corporate governance of Brazilian family companies and... View Details
  • Research Summary

Family Business Management

John Davis is developing cases and other course materials on family business management for the Executive Education program Families in Business: From Generation to Generation, Families in Business/China, the Owner/President Management... View Details
  • July 2007 (Revised September 2007)
  • Background Note

Compensating Family Employees in a Family Business

By: John A. Davis
Explores the core issues involved in compensating family employees in a family business. Explains family interests and other factors that shape family employee compensation practices. Distinguishes between achieving effective compensation practices, which help to... View Details
Keywords: Family Business; Employees; Compensation and Benefits
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Davis, John A. "Compensating Family Employees in a Family Business." Harvard Business School Background Note 808-021, July 2007. (Revised September 2007.)
  • August 2019 (Revised March 2022)
  • Case

Family Matters: Governance at the Zamil Group

By: Christina R. Wing, Suraj Srinivasan and Esel Çekin
This case focuses on a large Saudi Arabian industrial conglomerate and family business Zamil Group’s corporate and family governance journey. The 12 sons of the founder led and grew the group successfully after taking over from their father in 1961. The secret to their... View Details
Keywords: Middle East; Family Ownership; Family-owned Business; Saudi Arabia; Family Business; Governance; Organizational Structure; Values and Beliefs; Steel Industry; Industrial Products Industry; Middle East; Saudi Arabia; Bahrain
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Wing, Christina R., Suraj Srinivasan, and Esel Çekin. "Family Matters: Governance at the Zamil Group." Harvard Business School Case 620-009, August 2019. (Revised March 2022.)
  • July 1999 (Revised July 2007)
  • Background Note

Preparing Family Business Cases

By: John A. Davis
Advises students on how to prepare and discuss a family business case. View Details
Keywords: Family Business; Business Education; Cases; Family Ownership; Research
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Davis, John A. "Preparing Family Business Cases." Harvard Business School Background Note 800-021, July 1999. (Revised July 2007.)
  • Research Summary

Family Business Dynastic Success

Davis is also completing a several year study of successful family business dynasties, examining the management, ownership and family practices that help to perpetuate successful businesses and families. He is developing a book for Harvard University Press on this... View Details
  • 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.)
  • February 2004 (Revised April 2004)
  • Exercise

Family Business Ownership Goals Worksheet

By: John A. Davis
Family members who either own a business or who could inherit ownership in a business are helped to clarify how they would like to have the business owned in the future. View Details
Keywords: Family Business; Family Ownership; Decision Making
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Davis, John A. "Family Business Ownership Goals Worksheet." Harvard Business School Exercise 804-145, February 2004. (Revised April 2004.)
  • September 2024
  • Technical Note

How to Pay Family Employees in a Family Business

By: Christina R. Wing, Maryann G Bell and Kara A Perusse
Family businesses play a pivotal role in global economies, contributing significantly to employment and wealth creation. However, managing compensation for family members within these enterprises can be complex. Family employees frequently intertwine their roles as... View Details
Keywords: Family Business; Fairness; Compensation and Benefits; Business or Company Management
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Wing, Christina R., Maryann G Bell, and Kara A Perusse. "How to Pay Family Employees in a Family Business." Harvard Business School Technical Note 625-032, September 2024.
  • Research Summary

Globalization and the Family Business

As business becomes more global and competitive, many family companies are extending their operations through various means to remain competitive in their industries. Professor Davis is teaming with Professor Jon Martinez of Universidad de los Andes and Florence Tsai... 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 2013 (Revised October 2013)
  • Case

Modern Family Planning: The Business of Circle Surrogacy

By: Ramon Casadesus-Masanell and Blake Landro
The business of surrogacy, a boutique practice with client costs upwards of $100,000, allowed couples and individuals from a variety of backgrounds, ages, and sexual orientations to build families. This case examines Circle Surrogacy (CS), one of the premier surrogacy... View Details
Keywords: Family Planning; Platform; Competitive Advantage; Law; Globalization; Competitive Strategy; Digital Platforms; United States; Ukraine
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Casadesus-Masanell, Ramon, and Blake Landro. "Modern Family Planning: The Business of Circle Surrogacy." Harvard Business School Case 714-418, August 2013. (Revised October 2013.)
  • September 2024 (Revised May 2025)
  • Case

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

By: Lauren Cohen, Fei Wu and Sophia Pan
Carrie Wang, Investment Head of the Wang’s single-family office, contemplated her next career steps. As one of the first businessmen who had risen from China’s industrial rise, her father had grown his wealth to a considerable level, eventually requesting that his... View Details
Keywords: Family Office; Interests Of Consumers; Family Business; Business Growth and Maturation; Financial Management; Financial Strategy; Financial Markets; Investment Portfolio; Investment Return; Private Equity; Customer Relationship Management; Interests; Reputation; Work-Life Balance; Real Estate Industry; China
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Cohen, Lauren, Fei Wu, and Sophia Pan. "Carrie Wang: Choosing Between the Family Firm and the Family Spirit." Harvard Business School Case 225-031, September 2024. (Revised May 2025.)
  • 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.)
  • 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.)
  • January 2001
  • Background Note

Responsibilities & Rights of Family Shareholders of a Family Business

By: John A. Davis
Describes the major responsibilities and rights of family shareholders of a family owned business. View Details
Keywords: Family Business; Rights; Business and Shareholder Relations
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Davis, John A. "Responsibilities & Rights of Family Shareholders of a Family Business." Harvard Business School Background Note 801-264, January 2001.
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