A New Perspective on Succession Planning: Creating continuity
Succession planning is a term many advisors use to describe their services when marketing products and services to family enterprise clients. Under the label of “succession planning,” clients are presented with different products, services and outcomes, often resulting in confusion.
Adapt | Evolve | Transform
The second issue in the November series on the theme of transformation in family enterprise focuses on philanthropy. Go here for “How Should the Family Business Community Respond to the Challenge of Economic Inequality?” by Michael Carney and Robert Nason.
How Should the Family Business Community Respond to the Challenge of Economic Inequality?
In many segments of society there is growing pessimism about established business leaders’ ability to generate a sustainable and shared prosperity.
Transformational Philanthropy? Lessons learned in the Riley Case
The Human Comedy Sometimes, you set out to “transform” others and end up demonstrating how obtuse you actually are: “How can I have been so blind?”.
Adapt | Evolve | Transform
The first issue in a five week series based on the 2016 Global conference theme of Adapt | Evolve | Transform. This series focuses on transforming and transformative ideas, theories and interventions in the family enterprise field.
A Perspective from Paul Karofsky on Managing Change in Your Family Business Practice
Thanks to Paul Karofsky and Kirby Rosplock for this interview on managing change in your family business practice.
From PhD to Practice: Reflections on transforming from an owner to an academic to a practitioner
Since the theme of The Practitioner this month is one of transformation, I would like to share the lessons learned from my transformation from family business owner to doctoral student to professional consultant.
Transforming to a Family of Adults: A foundation for healthy generational transitions
Thanks to Sally Derstine, senior family business advisor with the Delaware Valley Family Business Center, for the following blog on “Transforming to a Family of Adults: A foundation for healthy generational transitions”.
Research Applied: FBR Précis for the Practitioner
Thanks to the five authors listed below for their précis of the September FBR articles — and thanks again to Karen Vinton, assistant FBR editor, for coordinating these each quarter.
The Job of a Journal Editor
(Author: Pramodita Sharma) Research Applied précis prepared by Ivan Lansberg, Kellogg School of Management and Lansberg Gersick & Associates LLC.
The Early Succession Stage of a Family Firm: Exploring the Role of Agency Rationales and Stewardship Attitudes
(Authors: Oliver Meier and Guillaume Schier) Research Applied précis prepared by Ken McCracken, KPMG LLP.
Incumbents’ Attitude Toward Intrafamily Succession: An Investigation of Its Antecedents
(Authors: Alfredo De Massis, Philipp Sieger, Jess H. Chua, and Silvio Vismara) Research Applied précis prepared by Navneet Bhatnagar, Thomas Schmidheiny Centre for Family Enterprise, Indian School of Business, Hyderabad, India.
Successor Team Dynamics in Family Firms
(Authors: John James Cater III, Roland E. Kidwell, and Kerri M. Camp) Research Applied précis prepared by Barbara Dartt, The Family Business Consulting Group, Inc.
Technological Innovation Inputs, Outputs, and Performance: The Moderating Role of Family Involvement in Management
In their review of the literature, the authors felt that previous researchers took too short-term a view of firm performance, overlooking critical issues.
Podcasts with 2015 FBR Best Article Award Winners
This week we are pleased to feature two podcasts with the FBR Best Article Award winners for 2015: Congratulations to Trish Reay and Jane Glover for their winning article.
Sustaining the Family Business with Minimal Financial Rewards: How Do Family Farms Continue?
Thanks to Jane Glover and Karen Vinton, FBR assistant editor, for this podcast on Sustaining the Family Business with Minimal Financial Rewards: How Do Family Farms Continue?
Implications of Family Business Employment for Employees’ Innovative Work Involvement
Thanks to Yannick Bammens and Karen Vinton, FBR assistant editor, for this podcast on Sustaining the Family Business with Minimal Financial Rewards: How Do Family Farms Continue?
The Private Trust Company
Thanks to this week’s contributor Laurent Roux of Gallatin Wealth Management for his thoughtful and informative article on the Private Trust Company (PTC).
An Interview with Holly Isdale on Cyber Safe Families
Thanks to Holly Isdale of Wealthaven and Lanie Jordan for this timely podcast on cyber safe families.
How Are Family Businesses Having a Positive Impact on Society?
Please enjoy this week’s blog on “How Are Family Businesses Having a Positive Impact on Society?” by Peter Englisch of the EY Global Family Business Center of Excellence.