Our Latest Articles

January 19, 2026 - Issue #158

Announcing Our 2024-25 Schulze Awards Winners Announcing Our 2024-25 Schulze Awards Winners These awards recognize exceptional thought leadership, clarity of perspective, and the ability to bridge research and practice.
Families Can Overcome Generational Conflicts Over Technology Families Can Overcome Generational Conflicts Over Technology A study of Italian firms shows how differences can be resolved, so the company can honor tradition and still make progress.
Preparing for the Next Generation Starts with Being Investor-Ready Preparing for the Next Generation Starts with Being Investor-Ready The most important investor may be your own successors. Investor readiness supports smooth transitions, builds trust, enhances enterprise value, and keeps strategic options open—whether you sell, recapitalize, or stay independent.
From 'Passing Down' to 'Building Up': Rethinking Values in Family Firms From 'Passing Down' to 'Building Up': Rethinking Values in Family Firms Rather than inherited like family heirlooms, values are shaped and re-shaped by interactions between the generations at the family firm. 
Why Enterprising Families Need a Code of Conduct Why Enterprising Families Need a Code of Conduct As Prince Andrew showed, one person’s behavior can become everyone’s problem. Families must set expectations, outline processes, and provide clarity before emotions take over.
How Business Owners Can Profit From the Power of AI How Business Owners Can Profit From the Power of AI 7 ways to use the game-changer to boost revenues, efficiency and enjoyment at work.
Rom-Coms Can Complicate Your Succession Planning Rom-Coms Can Complicate Your Succession Planning Unrealistic depictions of the sacrifices and tradeoffs of family business leadership -- streamed repeatedly -- can color younger people’s attitudes towards taking the helm.  
Managing Conflict
Will Your Family Brand Survive New Leadership? Will Your Family Brand Survive New Leadership? As trillions in family-owned companies shift to next-generation leaders, one critical asset is being ignored: the brand. Here’s why brand value—often nearly 20% of enterprise worth—erodes during succession and how families can protect it.
Your Investment Strategy Should Reflect Your Family Values and Goals Your Investment Strategy Should Reflect Your Family Values and Goals A family investment policy defines how a family manages its collective financial assets in alignment with its shared values, goals, and risk preferences.
Cooperating with Competitors is Good Business in Japan Cooperating with Competitors is Good Business in Japan In Japan, family businesses are encouraged to help one another for the benefit of their shared customers and their community. It has helped them survive setbacks and thrive.
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The World is Changing Faster Than Your Strategy
by Torsten Pieper, Claudia Binz Astrachan, Francesco Chirico, and Annika Ehlers / Research Insight

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. Read more...

Listening to the Family: The Strategic Value of Surveys
by Claudia Binz Astrachan / Practice Insight

Surveys can reveal differing perspectives, surface hidden tensions, and – when done well – build trust, and serve as an educational opportunity.  Read more...

Planning Succession? These 10 Decisions Are Critical
by David Deeds / Applied and Practice

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. Read more...

Family Ownership Can Undermine Financial Health
by Ivan Miroshnychenko, Rui Torres de Oliveira, Alfredo De Massis, and Ruth Überbacher / Research Insight

However, those who invested more in R&D and operated in countries with strong and supportive institutions enjoyed better market capitalizations. Read more...

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Things to Consider When Transferring Family Business Ownership
by Susan Lanz, Gary Burke, Kajsa Haag, and Omid Omidvar
Family CEOs May Encourage More Innovation Than Non-Family Leaders
by Mario Daniele Amore, Morten Bennedsen, Bordin Bordeerath, and Nicolai Foss
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