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  • October 2022
  • Case
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An Heir with No Spare: The Deitch Family Office

By: Lauren Cohen and Grace Headinger
  • Format:Print
  • | Language:English
  • | Pages:14
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Abstract

Joe and Matt Deitch, father and son, knew it was time to start their own family office. Matthew had recently joined his father at the family’s three enterprises, and they both realized that their family’s needs had grown increasingly complex over the years. In search of someone to oversee their new initiatives, the two began interviewing prospective CEOs to head their new family office. Having defined the family’s needs and wants for their family office, how could they find someone that resonated with their values and priorities? How could the family establish the governance and legacy institutions necessary to fulfill their goals and wishes? Knowing that their decisions would set a precedent for all generations to come, how could the family translate their strategic vision into an optimal family office structure, and how could they identify the best partner to guide them through the process?

Keywords

Family Office; Philanthropy; Charitable Giving; Family; Family Business; Talent and Talent Management; Entrepreneurship; Governance; Values and Beliefs; Job Search; Organizational Design; Organizational Structure; Family Ownership; Philanthropy and Charitable Giving; Family and Family Relationships; Financial Services Industry; Real Estate Industry; Technology Industry; United States; Massachusetts; Boston; Florida; Miami

Citation

Cohen, Lauren, and Grace Headinger. "An Heir with No Spare: The Deitch Family Office." Harvard Business School Case 223-019, October 2022.
  • Educators

About The Author

Lauren H. Cohen

Finance
→More Publications

More from the Authors

    • February 2023
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    All Options on the Table: The Haber Family

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    • January 2023
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    Baofeng's Philanthropic Efforts in China

    By: Lauren Cohen, Hao Gao, Bo Li and Zhaoheng Gong
    • 2023
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    Too Many Managers: The Strategic Use of Titles to Avoid Overtime Payments

    By: Lauren Cohen, Umit Gurun and N. Bugra Ozel
More from the Authors
  • All Options on the Table: The Haber Family By: Lauren Cohen, Grace Headinger and Juan Ruiz
  • Baofeng's Philanthropic Efforts in China By: Lauren Cohen, Hao Gao, Bo Li and Zhaoheng Gong
  • Too Many Managers: The Strategic Use of Titles to Avoid Overtime Payments By: Lauren Cohen, Umit Gurun and N. Bugra Ozel
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