Regular Issue

October 11, 2021 - Issue #40

Retirement Options and their Consequences for Small Business Owners Retirement Options and their Consequences for Small Business Owners From family succession to liquidation, we examine different retirement options for small business owners and provide a framework for picking the best plan.
People With Disabilities Can Bring Strength to Your Business People With Disabilities Can Bring Strength to Your Business A more generous view of human capability helps companies access a wider pool of talent in an era of profound labor shortages.
Seven Strategies to Survive the Post-Pandemic Labor Shortage Seven Strategies to Survive the Post-Pandemic Labor Shortage As work/life balance and alternative work arrangements grow, family businesses must work harder to keep non-family staff happy and attract new candidates.
Overcoming Dysfunction in the Next Generation Overcoming Dysfunction in the Next Generation The family firm and relationships are at risk when parents overshadow and overprotect their successors. Why tough love matters.
Family Businesses Thriving in India Family Businesses Thriving in India

Family businesses are the backbone of the economy in India, and their long-term financial performance and revenue growth are ahead of other firms. This article by two Deloitte partners explores why.

October 2021
Family Business Succession Planning: 10 Golden Rules Family Business Succession Planning: 10 Golden Rules While every family business is different, these guidelines can help most firms smooth out the succession process and maintain family relations as a bonus.
She Always Gives Her All to the Family Firm -- but He Follows the Leader She Always Gives Her All to the Family Firm -- but He Follows the Leader Women go the extra mile regardless of how they are treated by leadership. Men only exert extra effort in exchange for altruistic leadership.
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Why Enterprising Families Need a Code of Conduct
by Maryann G. Bell / Applied and Practice

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. Read more...

Will Your Family Brand Survive New Leadership?
by Meghan Lynch / Practice Insight

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. Read more...

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...

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