The Evolving Context of Family Enterprise Consulting in the Caribbean
The private sector in the Caribbean is comprised of a relatively small number of large multinational and national or regional firms, a larger number of medium-sized entities, and a preponderance of small/micro enterprises [1].
An Interview with Jay Hughes
his week’s issue is an interview with the distinguished Jay Hughes who discusses key elements of his new co-authored book, The Voice of the Rising Generation: Family Wealth and Wisdom. Many thanks to Jay.
A Triple Requirement for Family Businesses
Thanks to Sylvain Daudel of the EDHEC Family Business Center for a thoughtful article and practical advice on how to increase the inter-generational transmission rate in a complex, global, competitive and uncertain environment.
Publishing Qualitative Research: A précis for academics
One of the important constituencies in the family enterprise field is the academic community that provides research, both quantitative and qualitative for the family enterprises themselves and for the advisors and consultants who work with them.
Regulators as Constituents: Update on US tax policy and the family enterprise
The past three years have featured quite the roller coaster ride of federal tax policy, and advisors to high net worth families are wise to take note of recent action that has shifted the legal and financial landscape for their clients.
Building Constituencies through Generations
Boris Matijas interviews Ulrich Maybach, Director of Global Strategy for Maybach Icons of Luxury. Maybach discusses the history of alliances and cycles that the firm has had during its more than 150-year family business history.
Representing Family Constituencies: The role of the family council
I am a fifth generation owner of a 165 year-old manufacturing business based in the Midwest.
Family Philanthropy: The glue but not the panacea!
In many countries where we work with family enterprises, there is a long history of family philanthropy and its legacy is significant. Giving as a family can be especially rewarding.
Interview with Adi Divgi on collaborative procurement
The third feature this week is an audio interview with Adi Divgi on the topic of “collaborative procurement.” Adi is the president of EA Global – a single family office created in 2005. Interviewed by Practitioner editorial committee member, Kirby Rosplock.
Harnessing Family Talent: Human resources planning and communication during family business transition
MarchFifteen is a firm made up of industrial psychologists and myself, a business/executive coach with experience in organizational development.
Game On – All together now!
Here in the United States, the National Basketball Association (NBA) Finals ended in June. The Finals are a best of seven series and the San Antonio Spurs won in five games, three of which were lopsided.
Game On – No contest!
The concept of multidisciplinary teams has been around for as long as I can remember, and teams can certainly produce great results for family companies in the right circumstances.
How the Constituencies of Family Enterprise Have Changed over the Last 25 Years
An audio interview with Drew Mendoza, managing principal of The Family Business Consulting Group.
Listen and Learn – 3 Podcasts
This issue of The Practitioner features three podcasts – two from the Family Business Review and one from The Journal of Management Education.
Your Client’s Bank May Be Sharing Information with the IRS
This issue is a primer on recent IRS programs focused on foreign financial assets of U.S. citizens and green card holders. Thanks to Ron Drucker for this timely piece.
Practical Research And Researched Practice
Today’s article is the third in a series on evolving concepts, global data points and research on practice in the family enterprise field.
Definitions and Data
This issue follows up on last week’s article by providing more ways of understanding definitions of family enterprise as well as global and regional data points.
Evolution in Thinking About Generational Transition in Family Enterprises
FBR editor Pramodita Sharma puts the oft quoted 30-13-3 statistic on family enterprise longevity into its historical context and provides new thinking and research on how to understand and plan for generational transitions in family enterprises.
Governance as Evolution: The consequences of mega trends on family business governance
Governance is a perennial topic in the field of family enterprise. For new paradigms and insights read “Governance as Evolution: The consequence of mega trends on family business governance”.
Research Applied: FBR Summaries for the Practitioner
One of the challenges of doing research on small and medium-sized enterprises (SME) is the lack of financial and other data – data that is more readily accessible for large, publicly traded firms.