Research Applied: FBR Summaries for The Practitioner
Managing family firms for success across time is one of the toughest challenges in business. Recently, it has been especially hard given the turbulent economic conditions that have existed globally.
Using an ESOP for Shareholder Liquidity: The Lawrence Welk Experience
ESOPS are frequently used by family companies to provide shareholder liquidity. This week’s article is a case study from Martin Staubus of The Beyster Institute at the Rady School of Management at the University of California San Diego.
Influencing Policy Makers: Research on Family Firms Educating Lawmakers
This blog by Caroline McLean, president of Family Enterprise – USA (FEUSA), describes the results of several years of FEUSA’s efforts to educate lawmakers. A survey for family enterprise owners to complete is linked.
When the Ball Gets Rolling, It’s Easier to Score a Goal
Yirhan Sim’s case study focuses on working with a client family to achieve consensus on a protocol for family governance through the use of Key Performance Indicators (KPIs).
Alternative to Private Equity: Partnering with the family office
In this issue, François M. de Visscher explores the concept of family enterprise partnering with family offices to defend their global market position or take advantage of growth opportunities.
Listen and Learn: 5 Podcast Interviews
This week’s edition includes five podcasts featuring the authors of provocative articles recently published in the Family Business Review.
Family Businesses and Community Foundations – A Natural Partnership
Community foundations are a worldwide phenomenon with more than 1400 around the globe.
Research Applied: FBR Summaries for The Practitioner December 2013
This year’s final installment of assistant FBR editor Karen Vinton’s executive summaries recaps three articles from the December 2013 issue of FBR, which examine managing the boundary between family and business.
Philanthropy – Advisors and their Clients: Are they on the same page?
This week’s invited blog extends a conversation on philanthropy and the role of family enterprise advisors that began at an educational event at the FFI global conference in San Diego in October.
The Expert is the Client
This article by Boris Matijias of Archipielago Empresa Familiar, Barcelona, outlines his method for working with the family enterprise client in an objective, clear and sincere manner.
An Interview with FFI 2013 Keynote Robert Sapolsky
Today The Practitioner sits down with Dr. Robert Sapolsky, Mac Arthur Genius Fellow and the Opening Keynote Wednesday, October 16, 2013 at the FFI Global Conference in San Diego.
Haunted Mansion: Secrets and Ghosts in Client Families
Even the most astute and thoughtful advisor can lose sight of issues which, if unaddressed, threaten to destroy the stability of the family enterprise.
The Most Trusted Advisor and the Subtle Advice Process in Family Firms
The Practitioner is very pleased to feature the last of the five articles in the historic September Special Issue of FBR on Advising Family Enterprises.
The Transparency Myth in Family Enterprises: The big reveal or less is more
In this week’s blog, Jamie Weiner of Inheriting Wisdom, raises some thought-provoking questions on what families and their enterprises should reveal and when, questioning the prevailing notion of advocating transparency as the “best practice” in family enterprise advising.
The Fascination with the Family Bank
This blog by Kirby Rosplock of GenSpring Family Office raises some critical issues for advisors to consider when suggesting a family bank to their clients.
A Journey of a Thousand Miles Begins with a Single Step: Learning from 100 year family enterprises
This issue is a précis of an August 2013 research paper by Dennis Jaffe entitled “Good Fortune: Building a Hundred Year Family Enterprise.” It includes a summary of some counterintuitive results as well as helpful suggestions for practitioners.
Healthy Relationships Build Shareholder Value
This week’s article, “Healthy Relationships Build Shareholder Value,” explores five key concepts as a framework for developing multi-generational enterprises.
Structure and Integration: The Architecture of Succession
This week’s edition of The Practitioner addresses the transitions involved in family enterprise succession and describes how two structural techniques often employed in family enterprise.
How Does Knowledge Sharing among Advisors from Different Disciplines Affect the Quality of the Services Provided to the Family Business Client?
Today we have new twist on an old topic — multidisciplinary advising! For more than 25 years the Practitioner has lobbied for this approach. Many family enterprises globally have agreed.
Succession Crisis? Fostering Next Gen in China
In this issue Kevin Au, professor at the Chinese University of Hong Kong discusses how advisors can help with the potential succession crisis in China. The background for this is a Reuters article, Dying out?