Our Latest Articles

November 10, 2025 - Issue #154

Planning Succession? These 10 Decisions Are Critical Planning Succession? These 10 Decisions Are Critical Succession is not a single choice -- It is a chain of choices that interlock and compound. Avoiding any one of them will create friction or ambiguity.
The 7 Gears of Leadership, And When to Use Each One The 7 Gears of Leadership, And When to Use Each One Leaders acquire tremendous human capacities as they rise to the top. Their challenge is to deploy the right strength for each difficult situation.
Sherri Noxel

Editor's Pick

Sherri Noxel

'Letting Go'

Oregon winery entrepreneur Susan Sokol Blosser is one of the founders of Oregon’s wine industry and a prolific writer. In “Letting Go” she captured the very personal and painful journey of exiting a family business that she founded. It’s the type of honest book about succession that is hard to find. Her first book, “Gracious and Ruthless: Surprising Strategies for Business Success,” shares her point of view as a woman founder in a traditionally male industry.

http://www.susansokolblosser.com
The World is Changing Faster Than Your Strategy The World is Changing Faster Than Your Strategy Families that learn to use their cohesion, trust, and long-term orientation as strengths can implement strategies more effectively than their non-family peers, especially in times of uncertainty.
Family Firms: Building Resilience Across Generations Family Firms: Building Resilience Across Generations Building on three specific attributes -- long-term orientation, social capital, and values-driven governance -- helps families build strengths for generations to come. 
Listening to the Family: The Strategic Value of Surveys Listening to the Family: The Strategic Value of Surveys Surveys can reveal differing perspectives, surface hidden tensions, and – when done well – build trust, and serve as an educational opportunity. 
Mat Hughes Kudos to Our Authors Mat Hughes

Congratulations to Kajsa Haag, Hanna Almlof, Marina Madsen and Mette Neville, whose research into how family firms approach legal advice was honored by the Family Firm Institute. Read their research summary here!

Lead Your Family Business Like a Boss
What Business Owners Can Learn From World War II Strategic Bombing What Business Owners Can Learn From World War II Strategic Bombing Like military strategists, business owners face decisions that must balance vision and resources, courage and caution, innovation and discipline.
Family Ownership Can Undermine Financial Health Family Ownership Can Undermine Financial Health However, those who invested more in R&D and operated in countries with strong and supportive institutions enjoyed better market capitalizations.
Define Your Legacy, and Strengthen Your Business and Your Impact Define Your Legacy, and Strengthen Your Business and Your Impact Unless you clearly define what you want your legacy to be, your successors will interpret it in their own way -- and it might not be what you intended. 
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From 'Passing Down' to 'Building Up': Rethinking Values in Family Firms
by Viktoria Luft, Anne Katarina Heider, Heinrich Liechtenstein, and Tarek el Sehity / Research Insight

Rather than inherited like family heirlooms, values are shaped and re-shaped by interactions between the generations at the family firm.  Read more...

Your Investment Strategy Should Reflect Your Family Values and Goals
by Claudia Binz Astrachan, Anneleen Michiels, Massimo Baù, and Chris Graves / Practice Insight

A family investment policy defines how a family manages its collective financial assets in alignment with its shared values, goals, and risk preferences. Read more...

Families Can Overcome Generational Conflicts Over Technology
by Maria Annosi, Mat Hughes, Davide de Gennaro, Roberta Oppedisano, and Filomena Buonocore / Research Insight

A study of Italian firms shows how differences can be resolved, so the company can honor tradition and still make progress. Read more...

Ready to Lead: Building Confidence Across Generations
by Paul Edelman / Applied and Practice

When families treat readiness as something they cultivate together, the handoff feels less like a loss and more like a natural next step. Read more...

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Things to Consider When Transferring Family Business Ownership
by Susan Lanz, Gary Burke, Kajsa Haag, and Omid Omidvar
Editorial offices located at St Thomas University

Editorial offices located at St Thomas University

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How Family Dynamics Shape Family Businesses
by Joseph Astrachan and Claudia Binz Astrachan
Supported by the Richard M Schulze Family Foundation

Supported by the Richard M Schulze Family Foundation