Publications

Cross Cultures: How Global Families Negotiate Change Across Generations

The secret to building great family enterprises is the ability to foster rising generations who are well prepared and eager to meet the enterprises yet-to-come challenges. Based on interviews with more than 70 enterprising families, Releasing the Potential of the Rising Generations shares unique experience based insights into successful transitions of family enterprises over at least three generations. These “100 Year Families,” over the centuries, have created and sustained enterprises that generate over US$200 MM in annual revenues. This publication’s insights cover such topics as developing character in the rising generation, creating a family learning community, and identifying the “calls” that appeal to specific members of the rising generation. Beyond making the enterprise transition to the next generation, it also shares best practices in designing exit policies from the shared enterprise, successful parenting techniques amid wealth, developing identity in the midst of a family enterprise, and creating family learning curricula. With the added benefit of direct quotations from these “100 Year Families”, Releasing the Potential of the Rising Generation will prove of great value to all generations of family members, and their advisors.

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Releasing the Potential of the Rising Generations

The secret to building great family enterprises is the ability to foster rising generations who are well prepared and eager to meet the enterprises yet-to-come challenges. Based on interviews with more than 70 enterprising families, Releasing the Potential of the Rising Generations shares unique experience based insights into successful transitions of family enterprises over at least three generations. These “100 Year Families,” over the centuries, have created and sustained enterprises that generate over US$200 MM in annual revenues. This publication’s insights cover such topics as developing character in the rising generation, creating a family learning community, and identifying the “calls” that appeal to specific members of the rising generation. Beyond making the enterprise transition to the next generation, it also shares best practices in designing exit policies from the shared enterprise, successful parenting techniques amid wealth, developing identity in the midst of a family enterprise, and creating family learning curricula. With the added benefit of direct quotations from these “100 Year Families”, Releasing the Potential of the Rising Generation will prove of great value to all generations of family members, and their advisors.

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Good Fortune: Building a Hundred Year Enterprise

Most family enterprises do not outlive the first generation. But a few survive for several generations, with a thriving business and a unified family. What causes them to beat the odds?

Through 18 case studies we illustrate how each of the 38 families organized its family and business or financial affairs, thus parting the curtain on very public and highly private families. While we have protected our respondents’ confidentiality, their stories shed light on their internal values, organization and activities, and how they overcame often-significant crises and conflicts.

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Three Pathways to Evolutionary Survival

Just as we benchmark financial and organizational performance, so family business owners want to benchmark best practices of governance and family interaction that help sustain their family enterprises over generations. This study defines and compares the best practices used by 192 of the largest and most successful global families to preserve their wealth and connection as a family across several generations.

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Stewardship in Your Family Enterprise

After a family has created wealth in a successful family business, they naturally want to see the wealth create success and fulfillment in the next generation, and the continuation of some form of shared family enterprise. But family relationships do not easily make for good business or financial partnerships, and the family must work hard to succeed over generations.

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Working With the Ones You Love

Acclaimed guide for families about the challenges of working together—how to deal with conflict, succession, work roles, planning for the future and other predictable aspects of combining work and family. Includes many self-assessment tools and family activities to promote effective work and family relationships.

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Working With Family Businesses

A handbook for family business advisors—lawyers, accountants, financial planners and business consultants—to help their clients manage the complexity of family business. How to be an effective process consultant to families in business, with many tools and useful techniques.

Co-Authors: David Bork, Leslie Dashew, Sam Lane and George Heisler

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