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Family Business Cases

The case studies included here are brief vignettes that can be used by professionals as conversation starters or for in-depth analysis in the consulting process.

This week, FFI Practitioner addresses estate planning, a topic of perennial importance in the field of family enterprise. Thank you to Ashvini Chopra of Bennett Coleman, for sharing a valuable lesson learned through a case study.

Thanks to Nick Moody of Campden Wealth for this week’s article on Hidden Champions, in which he provides examples of typical family business enterprises that drive the world’s economies, but are not household names. And…he offers readers an opportunity to expand public awareness of the impact of these family businesses worldwide.

When confronted with the need to go outside the family company for new leadership, most families have no idea what that process entails and how to go about it. This case study will help advisers guide clients wrestling with such an issue and recognize the value of resources available to help. Thanks to Bruce Walton of Battalia Winston for the article and case study.

This week’s FFI Practitioner Edition by Michael Madera categorizes the mindset of many family firms in the midst of transition into “Hold, Mix, and Shift.”

When family businesses recruit outside executives, “A-level” candidates expect best practices within company governance and the search process.

As family advisors, we know the drill. We are called to the scene and get down to investigating what happened. There is smoke and despair in the air. Porcelain has been shattered.

n the beginning, it was all about the founders’ quest for anonymity, to keep the family under the radar and the family business link private.

This week’s Practitioner features the Family Enterprise Case Competition (FECC) held at the University of Vermont in mid-January. One of the nice things about being The Practitioner is that you get invited places!

Women do it differently, we’re told, and this is true of many influential women in family firms.

As advisors, we seek to help our clients evolve to different places. Sometimes this entails changing strategies, growing the business, advancing the professionalization agenda, developing next generation leaders or increasing knowledge and awareness of their uniqueness.

Case study has emerged as a prominent methodological approach for qualitative researchers interested in family business (FB).

Culture is often thought of as a set of fixed, rigid, unchangeable characteristics belonging to a group in a specific geographic area.

Please enjoy a podcast with Doug Box of Box Family Advisors. In this interview with Lanie Jordan, Doug shares the story of his family’s business and how he, as an advisor, would have dealt with them as the client family.

This week’s Practitioner features the Family Enterprise Case Competition held at the University of Vermont, January 15-17. One of the nice things about being The Practitioner is that you get invited places!

Research Applied précis prepared by John L. Ward, Kellogg School of Management, Northwestern University Family first or business first?

Everyone will be familiar with a version of the entrepreneur’s story that celebrates the personal achievements of an individual who succeeds, sometimes after overcoming adversity through a combination of hard work and innate talent.

Karen Vinton’s podcast interview with Nadine Kammerlander, co-author of The Impact of Shared Stories on Family Firm Innovation: A multi-case study.

Generational Transfer Models Ariel Diéguez, 35 years old, is the eldest son of Carlos and Mariana, the founders of a family business.

Thanks to FFI Fellow Paul Karofsky for this week’s blog, highlighting some key elements of his interview with Mitzi Perdue, whose life and career have spanned two major family businesses. Mitzi Perdue understands the world of family enterprise on two levels. First, as the daughter of Ernest Henderson, co-founder of the Sheraton Hotel chain, and second, from her 17 year marriage to the late chicken icon, Frank Perdue. As the only daughter of Ernest Henderson, Mitzi was never considered for a role in Sheraton Hotels. Nor did she consider one for herself.

Facilitating more than 120 meetings over seven years with family enterprise members in forum groups has given me a rare and privileged opportunity to see family business myths discussed, challenged, and role-played.