Our Latest Articles

January 13, 2025 - Issue #133

Articles About Relationships, Succession Were Top Draws in 2024 Articles About Relationships, Succession Were Top Draws in 2024 Many readers wanted advice about handling toxic family relationships, managing succession, and preserving the family’s values over time.
Transferring Family Wealth to the Next Generation: What’s Fair? Transferring Family Wealth to the Next Generation: What’s Fair? Trillions of dollars are about to be handed down from baby boomers to younger generations. Family firms must consider how to transfer their ownership shares, and to whom.
Family History Can be Re-Framed to Encourage Harmony and Progress Family History Can be Re-Framed to Encourage Harmony and Progress The goals of the family and the business are often at odds. Family history can inspire bold and necessary steps that are still in harmony with the family’s image of itself. 
Include the Extended Family in Your Ownership Strategy Include the Extended Family in Your Ownership Strategy Your ownership strategy should consider that in future generations the family firm will likely have many more owners. Take a broader focus when you develop it.
Hiring Mom and Dad? Optimize Their Strengths and Manage Boundaries Hiring Mom and Dad? Optimize Their Strengths and Manage Boundaries Sharon Beck, owner of a Jovie Childcare franchise, shares her insights on the benefits and challenges of being your parents' boss.
Protect Your Family Business From Crime Protect Your Family Business From Crime In crime-prone regions, activities like selling in physical stores, regular trips to the bank, and talking openly about business growth can make business owners targets.
The HERO Model: How Family Enterprise Leaders Can Accelerate Change The HERO Model: How Family Enterprise Leaders Can Accelerate Change Hope, efficacy, resilience and optimism can make us better people and better leaders.  This article explores how we can cultivate it within ourselves.
How Boards Help Complex Family Firms Make Sound Decisions How Boards Help Complex Family Firms Make Sound Decisions Fiduciary boards keep family firms focused on the long term, rather than on short-term, tactical strategies. But many family firms resist having one, fearful of losing control of their enterprise.
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Announcing Our 2024-25 Schulze Awards Winners
by Kimberly Eddleston and Mat Hughes / Commentary

These awards recognize exceptional thought leadership, clarity of perspective, and the ability to bridge research and practice. Read more...

Preparing for the Next Generation Starts with Being Investor-Ready
by Michael Paull / Applied and Practice

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. Read more...

Rom-Coms Can Complicate Your Succession Planning
by Sara E. Miller / Commentary

Unrealistic depictions of the sacrifices and tradeoffs of family business leadership -- streamed repeatedly -- can color younger people’s attitudes towards taking the helm.   Read more...

Cooperating with Competitors is Good Business in Japan
by Sigrun C. Caspary, Tom Rüsen, and Arist von Schlippe / Research Insight

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. Read more...

Trending
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

Popular
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