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Publications

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    • Faculty Publications  (35)

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    • All HBS Web  (837)
      • Faculty Publications  (35)

      Family Office Remove Family Office →

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      • February 2023
      • Case

      All Options on the Table: The Haber Family

      By: Lauren Cohen, Grace Headinger and Juan Ruiz
      Frida Jassan Haber, second-generation Chief Financial Officer of Haber Holdings, deliberated over the right family office solution for their family’s needs. After years of working with trusted private bankers, the family had decided to pursue other options that offered...  View Details
      Keywords: Latin America; Mexico; Family Business; Financial Institutions; Decision Making; Fashion Industry; Financial Services Industry; Latin America; Mexico
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      Cohen, Lauren, Grace Headinger, and Juan Ruiz. "All Options on the Table: The Haber Family." Harvard Business School Case 223-052, February 2023.
      • January 2023
      • Case

      Junson Capital (B): Digital Transparency In the Family Office

      By: Lauren Cohen, Hao Gao, Trang Duong, Grace Headinger and Keven Wang
      Keywords: China; Hong Kong
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      Cohen, Lauren, Hao Gao, Trang Duong, Grace Headinger, and Keven Wang. "Junson Capital (B): Digital Transparency In the Family Office." Harvard Business School Case 223-020, January 2023.
      • October 2022 (Revised January 2023)
      • Case

      Century Bank: Closing Time?

      By: Lauren Cohen, Grace Headinger and Bill Kwon
      Barry Sloane, second-generation Chairman, President, and CEO of his family’s bank, Century Bank, weighed whether to sell to Eastern Bank. As a small regional bank, Century faced a number of challenging trends, such as digitization and market share decline in the coming...  View Details
      Keywords: Family Office; Business Exit; Banking; Family; Massachusetts; Boston; United States; Acquisition; Business Exit or Shutdown; Family Business; Family and Family Relationships; Interpersonal Communication; Decision Making; Finance; Banks and Banking; Risk and Uncertainty; Emotions; Banking Industry; Boston; Massachusetts; United States
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      Cohen, Lauren, Grace Headinger, and Bill Kwon. "Century Bank: Closing Time?" Harvard Business School Case 223-040, October 2022. (Revised January 2023.)
      • October 2022
      • Case

      An Heir with No Spare: The Deitch Family Office

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

      Star Magnolia Capital: Becoming Experts at Finding Experts

      By: Lauren Cohen, Hao Gao, River Ewing and Grace Headinger
      Shinya Deguchi, Founder and Managing Partner of Star Magnolia Capital, a Shanghai-based multi-family office (MFO), considered how to convince a new prospective family that the MFO’s endowment model approach would best suit their needs. In recent decades, there has been...  View Details
      Keywords: China; Asia; Family Office; Shanghai; Financial Industry; Asset Management; Financial Instruments; Financial Management; Financial Strategy; Investment; Investment Return; Investment Portfolio; Human Capital; Family Business; Financial Services Industry; China; Shanghai
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      Cohen, Lauren, Hao Gao, River Ewing, and Grace Headinger. "Star Magnolia Capital: Becoming Experts at Finding Experts." Harvard Business School Case 223-038, October 2022.
      • October 2022
      • Case

      To SFO or Not To SFO: The Tolman Family Selects a Family Office Strategy

      By: Lauren Cohen, Hao Gao, Victoria Alvarez-Arango, Grace Headinger, Mili Sanwalka and Anna Yuan
      Peter Tolman, a first-generation investment professional, debated which family office strategy to adopt for managing his family’s assets. As the sole steward of his family’s wealth, he sought to conserve and grow his family’s wealth for him, his wife, and his two very...  View Details
      Keywords: Family Office; Investment Strategy; U.S.; Canada; Family Business; Financial Strategy; Investment; Strategy; Diversification; Management; Financial Services Industry; United States; Canada
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      Cohen, Lauren, Hao Gao, Victoria Alvarez-Arango, Grace Headinger, Mili Sanwalka, and Anna Yuan. "To SFO or Not To SFO: The Tolman Family Selects a Family Office Strategy." Harvard Business School Case 223-021, October 2022.
      • September 2022
      • Case

      ROI vs. ROI: The Grupo Baobá Family Office

      By: Lauren Cohen, Hao Gao, Jiawei Ye and Grace Headinger
      Fernando Scodro, a third-generation member of his family, mulled over the next step in integrating an ESG strategy into his family office’s investment portfolio. While his family office, Grupo Baobá, had made excellent progress in incorporating his family’s values into...  View Details
      Keywords: Impact Investing; ESG; Green Building; Family; Partnership; Latin America; Brazil; Buildings and Facilities; Green Buildings; Family Business; Family and Family Relationships; Financial Management; Partners and Partnerships; Financial Services Industry; Brazil; Latin America
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      Cohen, Lauren, Hao Gao, Jiawei Ye, and Grace Headinger. "ROI vs. ROI: The Grupo Baobá Family Office." Harvard Business School Case 223-018, September 2022.
      • August 2022
      • Case

      One Tiger Per Mountain: The He Family Office

      By: Lauren Cohen, Fei Wu and Grace Headinger
      Roy He, founder and majority shareholder of his family construction material production company, was preparing to pass down the family business through its first generational handover to his children. His decision would establish his familial legacy and set a precedent...  View Details
      Keywords: Governance Structure; Family Business; Family Ownership; Strategic Planning; Family and Family Relationships; Leadership; Construction Industry; Canton (city, China); Canton (province, China); China
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      Cohen, Lauren, Fei Wu, and Grace Headinger. "One Tiger Per Mountain: The He Family Office." Harvard Business School Case 223-001, August 2022.
      • March 2022 (Revised October 2022)
      • Case

      Transforming Kimball International, Inc. (A)

      By: Lynn S. Paine and Will Hurwitz
      Kimball International, Inc. (KII), led by CEO Kristie Juster, and its board of directors, chaired by Kim Ryan, faced critical questions about KII’s future in the spring of 2021. Two years earlier, the board had appointed Juster as the new CEO of KII, a publicly traded,...  View Details
      Keywords: Board Of Directors; Board Committees; Board Decisions; Board Dynamics; CEO Compensation; CEO Succession; Compensation Committee; Compensation Consultants; Compensation Design; Compensation Mix; Corporate Purpose; COVID-19; ESG; Furniture; Furniture Industry; Manufacturing; Midwest; Pandemic; Purpose; Spin Off; Strategic Change; Strategic Decisions; Strategic Evolution; Target-setting; Executive Compensation; Family Ownership; Governance; Restructuring; Strategy; Transformation; Manufacturing Industry; United States
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      Paine, Lynn S., and Will Hurwitz. "Transforming Kimball International, Inc. (A)." Harvard Business School Case 322-083, March 2022. (Revised October 2022.)
      • October 2021
      • Case

      Diversifying P&G's Supplier Base (A)

      By: Kris Ferreira, Kym Lew Nelson, Carin-Isabel Knoop and Sarah Mehta
      In February 2003, P&G hosted two meetings—one with its largest woman- and minority-owned suppliers and one with its largest non-minority-owned suppliers. Attendees in each meeting heard the same message: P&G was keen to grow its commitment to inclusive supply chains,...  View Details
      Keywords: Business Ventures; Mergers and Acquisitions; Business Model; Business Organization; Family Business; Joint Ventures; Demographics; Diversity; Ethnicity; Race; Ethics; Fairness; Ownership; Supply Chain Management; Consumer Products Industry; Service Industry; United States; Ohio
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      Ferreira, Kris, Kym Lew Nelson, Carin-Isabel Knoop, and Sarah Mehta. "Diversifying P&G's Supplier Base (A)." Harvard Business School Case 622-008, October 2021.
      • September 2021
      • Supplement

      Ensuring Your Family’s Future: The Alagil Family Office (B)

      By: Lauren Cohen, Esel Çekin and Fares Khrais
      Keywords: Family Business; Financial Services Industry; Saudi Arabia
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      Cohen, Lauren, Esel Çekin, and Fares Khrais. "Ensuring Your Family’s Future: The Alagil Family Office (B)." Harvard Business School Supplement 222-035, September 2021.
      • September 2021
      • Case

      Ensuring Your Family’s Future: The Alagil Family Office

      By: Lauren Cohen, Esel Çekin and Fares Khrais
      Muhammad Alagil was a second-generation leader in the well-known Alagil Family Group of businesses in Saudi Arabia and co-founder and chairman of its family office, Jarir Company for Commercial Investments (Jarir Investments). The case opens in 2021 with Alagil...  View Details
      Keywords: Family Office; Second-generation; Third-generation; Investments; Philanthropy; Family Business; Investment; Finance; Financial Markets; Philanthropy and Charitable Giving; Saudi Arabia; Middle East
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      Cohen, Lauren, Esel Çekin, and Fares Khrais. "Ensuring Your Family’s Future: The Alagil Family Office." Harvard Business School Case 222-034, September 2021.
      • 2021
      • Working Paper

      The Old Boys' Club: Schmoozing and the Gender Gap

      By: Zoë B. Cullen and Ricardo Perez-Truglia
      Offices are social places. Employees and managers take breaks together and talk about family and hobbies. In this study, we show that employees’ social interactions with their managers can be advantageous for their careers, and that this phenomenon contributes to the...  View Details
      Keywords: Career; Promotions; Social Interactions; Networking; Gender; Personal Development and Career; Wages; Social and Collaborative Networks
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      Cullen, Zoë B., and Ricardo Perez-Truglia. "The Old Boys' Club: Schmoozing and the Gender Gap." Working Paper, June 2021. (Accepted at the American Economic Review.)
      • March 2021 (Revised June 2021)
      • Case

      Scale and Scope at Drake Real Estate Partners

      By: Christina R. Wing and David Lane
      Realizing in early 2021 that their pending real estate investment fund would likely be oversubscribed, Drake Real Estate Partners co-founders Nicolás Ibáñez and David Cotterman were considering how best to continue to diversify their investor base and how to optimize...  View Details
      Keywords: Business Growth and Maturation; Family Business; Investment; Ownership; Value Creation; Financial Services Industry; Real Estate Industry; United States; Latin America; Chile
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      Wing, Christina R., and David Lane. "Scale and Scope at Drake Real Estate Partners." Harvard Business School Case 621-065, March 2021. (Revised June 2021.)
      • January 2021
      • Case

      Saham Group: It's In the Genes

      By: Christina R. Wing and Gamze Yucaoglu
      The case opens in August 2020 as Moulay Mhamed Elalamy (Mhamed), CEO of the Saham Group (the Group), a pan-African investment company that operates a variety of businesses out of Morocco, contemplates the Group’s identity, its investment strategy, and how to navigate...  View Details
      Keywords: Family and Family Relationships; Family Business; For-Profit Firms; Transformation; Transition; Emerging Markets; Change Management; Private Equity; Investment; Strategy; Insurance Industry; Real Estate Industry; Education Industry; Agriculture and Agribusiness Industry; Morocco; Africa
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      Wing, Christina R., and Gamze Yucaoglu. "Saham Group: It's In the Genes." Harvard Business School Case 621-069, January 2021.
      • October 2020
      • Case

      Genomics in the Family Office

      By: Lauren Cohen, Ronnie Stangler and Spencer C. N. Hagist
      Alice Anane is the member of a large, wealthy family that collectively operates a multi-pronged family business in Israel. Upon discovering partway into her pregnancy that the rapidly degenerative brain disease her father succumbed to now threatens her and potentially...  View Details
      Keywords: Family Business; Health Disorders; Strategic Planning; Corporate Governance
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      Cohen, Lauren, Ronnie Stangler, and Spencer C. N. Hagist. "Genomics in the Family Office." Harvard Business School Case 221-035, October 2020.
      • October 2019
      • Case

      China Merchants Bank: Ushering in the Era of Family Office in China

      By: Lauren Cohen, Hao Gao, Billy Chan and Dawn H. Lau
      China Merchants Bank, the sixth-largest lender in China, intends to boost its family office business as a result of an increase in the population of ultra-high net worth individuals. Already ranked China’s number-one private bank with AUM exceeding US$300 billion, the...  View Details
      Keywords: Family Office; Strategy; Banks and Banking; Organizational Design; Competitive Strategy; Banking Industry; China
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      Cohen, Lauren, Hao Gao, Billy Chan, and Dawn H. Lau. "China Merchants Bank: Ushering in the Era of Family Office in China." Harvard Business School Case 220-032, October 2019.
      • October 2019 (Revised July 2022)
      • Module Note

      Demystifying Families in Business: Module 3—The Family Office

      By: Christina R. Wing, Charles Richards and Vicki Morton
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      Wing, Christina R., Charles Richards, and Vicki Morton. "Demystifying Families in Business: Module 3—The Family Office." Harvard Business School Module Note 620-048, October 2019. (Revised July 2022.)
      • September 2019 (Revised August 2021)
      • Case

      It's All About Family: Esas Group

      By: Christina R. Wing and Alpana Thapar
      This case describes how Ali Sabancı and his sister Emine Sabancı Kamışlı, shareholders of Esas Group, one of Turkey’s largest family-owned investment firms, worked to grow and professionalize the business. While their father Şevket Sabancı, played an instrumental role...  View Details
      Keywords: Family Business; Governance; Growth and Development Strategy; Turkey
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      Wing, Christina R., and Alpana Thapar. "It's All About Family: Esas Group." Harvard Business School Case 620-010, September 2019. (Revised August 2021.)
      • August 2019 (Revised November 2019)
      • Case

      Sustainable Investing at J.P. Morgan Private Bank

      By: Sara Fleiss and Luis Viceira
      This case features Monica Issar, then Global Head of J.P. Morgan Endowments & Foundations Group in the Private Bank. In just five years, she and J.P. Morgan have grown the Outsourced Chief Investment Officer (OCIO) business from $5 billion in AUM from primarily family...  View Details
      Keywords: Sustainability; Investment; Management; Strategy; Social Issues; Environmental Sustainability; Banking Industry
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      Fleiss, Sara, and Luis Viceira. "Sustainable Investing at J.P. Morgan Private Bank." Harvard Business School Case 220-016, August 2019. (Revised November 2019.)
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