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    • All HBS Web  (1,582)
      • Faculty Publications  (28)

      Family Office Remove Family Office →

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      Family Office Wealth Management—Virtual
      Summary Wealth management for high-net-worth families has grown increasingly complex. For some families, the responsibility of wealth management has...
      China Merchants Bank: Ushering in the Era of Family Office in China
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      • 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.
      • September 2020
      • Case

      Keeping It in the Family at the Hayden Saw Company

      By: V.G. Narayanan and John Masko
      In 2019, Board Chair and third-generation shareholder Helen Fullerton was preparing for a meeting to discuss Ohio-based Hayden Saw Company’s (Hayden) future as a family business. As the company entered its fifth decade, the Hayden family was dealing with three distinct...  View Details
      Keywords: family Business; Corporate Governance; family Ownership; Business And Shareholder Relations; family And family Relationships; Governing And Advisory Boards; Construction Industry; Ohio; United States
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      Narayanan, V.G., and John Masko. "Keeping It in the Family at the Hayden Saw Company." Harvard Business School Case 121-026, September 2020.
      • 2020
      • 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 coffee breaks together, go to lunch, hang out over drinks, and talk about family and hobbies. In this study, we provide evidence that employees’ social interactions with their managers can be advantageous for their...  View Details
      Keywords: Career; Promotions; Socialization; 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.
      • 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 August 2020)
      • Module Note

      Demystifying Families in Business: Module 3—The Family Office

      By: Christina R. Wing
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      Wing, Christina R. "Demystifying Families in Business: Module 3—The Family Office." Harvard Business School Module Note 620-048, October 2019. (Revised August 2020.)
      • September 2019
      • 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.
      • 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.)
      • December 2018 (Revised January 2019)
      • Case

      Junson Capital: Building an Institutionalized Family Office

      By: Christopher J. Malloy, Lauren H. Cohen, Hao Gao and Dawn H. Lau
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      Malloy, Christopher J., Lauren H. Cohen, Hao Gao, and Dawn H. Lau. "Junson Capital: Building an Institutionalized Family Office." Harvard Business School Case 219-069, December 2018. (Revised January 2019.)
      • April 2018 (Revised September 2019)
      • Case

      Shanda Family Office

      By: Christopher Malloy, Lauren Cohen and Essie Alamsyah
      Tianqiao Chen, founder and CEO of Shanda Group, has set up his family office in the U.S. in 2016 after exiting from Shanda's Internet games business in China in 2014, again pioneering an unconventional approach to the management of a family office.  View Details
      Keywords: family Business; Management; Strategy; Investment; Goals And Objectives; China; United States
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      Malloy, Christopher, Lauren Cohen, and Essie Alamsyah. "Shanda Family Office." Harvard Business School Case 218-102, April 2018. (Revised September 2019.)
      • April 2018 (Revised September 2018)
      • Case

      Impact Investing for Cancer

      By: Richard G. Hamermesh and Matthew G. Preble
      It is early 2018, and Emily Park, managing director of impact for the Abreu Family Office, is meeting the next day with Tomás and Maria Abreu to discuss the various ways in which the Abreus can allocate a planned $100 million to make a meaningful difference in cancer...  View Details
      Keywords: Impact Investing; Investment; Health Disorders; Philanthropy And Charitable Giving; Decision Choices And Conditions
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      Hamermesh, Richard G., and Matthew G. Preble. "Impact Investing for Cancer." Harvard Business School Case 818-068, April 2018. (Revised September 2018.)
      • February 2018 (Revised August 2018)
      • Case

      Blue Haven Initiative: The PEGAfrica Investment

      By: Vikram S. Gandhi, Caitlin Reimers Brumme and Amram Migdal
      This case examines Blue Haven Initiative (BHI), an impact investing fund and family office, and one of its investments, PEGAfrica (PEG). BHI founder Liesel Pritzker Simmons’ motivations for using her family wealth to start a family office focused on impact investing,...  View Details
      Keywords: Impact Investing; Family Office; Development; International Development; International Development Investing; Development Fund; Sustainability; Solar Energy; Solar; Pay As You Go; Payg; Microfinance; Mfi; Social Venture; Business Ventures; Acquisition; Business Growth And Maturation; Business Startups; Economics; Development Economics; Energy; Energy Conservation; Energy Sources; Renewable Energy; Social Entrepreneurship; Finance; Assets; Asset Pricing; Capital; Capital Budgeting; Capital Structure; Venture Capital; Cash; Cash Flow; Currency; Currency Exchange Rate; Equity; Private Equity; Financial Instruments; Debt Securities; Stock Shares; Financing And Loans; Microfinance; International Finance; Investment; Investment Return; Investment Activism; Investment Funds; Investment Portfolio; Price; Geography; Geographic Location; Emerging Markets; Ownership; Ownership Stake; Private Ownership; Social Enterprise; Value; Valuation; Value Creation; Energy Industry; Financial Services Industry; Green Technology Industry; Africa; United States
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      Gandhi, Vikram S., Caitlin Reimers Brumme, and Amram Migdal. "Blue Haven Initiative: The PEGAfrica Investment." Harvard Business School Case 318-003, February 2018. (Revised August 2018.)
      • January 2018
      • Case

      Ak Gıda: IPO or Strategic Sale

      By: Suraj Srinivasan and Eren Kuzucu
      In 2015, Yıldiz Holding, one of the world’s largest producer of confections, biscuits and crackers, was at the end of its divestiture process from Ak Gida, one of the leading dairy companies in Turkey. The company had adopted a dual track process, pursuing an initial...  View Details
      Keywords: Valuation; Private Sector; For-profit Firms; Business Model; Business Strategy; Competitive Advantage; Growth And Development Strategy; Value Creation; Decision Making; Growth Management; Mergers And Acquisitions; Initial Public Offering; Business Conglomerates; Business Exit Or Shutdown; family Business; Joint Ventures; Food And Beverage Industry; Turkey
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      Srinivasan, Suraj, and Eren Kuzucu. "Ak Gıda: IPO or Strategic Sale." Harvard Business School Case 118-036, January 2018.
      • September 2017 (Revised February 2019)
      • Case

      North Forty: Managing a Microsoft Family Office

      By: Luis M. Viceira, Cameron Parker and William Simmons
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      Viceira, Luis M., Cameron Parker, and William Simmons. "North Forty: Managing a Microsoft Family Office." Harvard Business School Case 218-036, September 2017. (Revised February 2019.)
      • September 2016 (Revised August 2018)
      • Case

      Pi Investments

      By: Vikram S. Gandhi and Tony L. He
      Pi was a large family office pioneering the concept of 100% portfolio impact investing. Tasked with preserving capital, generating moderate returns and advancing the family’s social justice goals – Pi’s Managing Directors had to identify appropriate products across...  View Details
      Keywords: Investment Fund; Impact Investing; Investment Portfolio; Investment Funds
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      Gandhi, Vikram S., and Tony L. He. "Pi Investments." Harvard Business School Case 317-039, September 2016. (Revised August 2018.)
      • May 2016 (Revised June 2016)
      • Case

      A Succession as the Engine for Success

      By: Jay Lorsch, Emily McTague and Rosa Maria Fite
      Francisco J. Riberas sat in his office reflecting on his first summer working at the family business, in 1989. Growing up, Francisco Riberas had learned about the company through conversations with his father, Francisco Riberas Pampliega, over the dinner table and in...  View Details
      Keywords: Organizational Alignment; Organizational Behavior; Corporate Governance; Family Business; Family-owned Business; Succession; Ceo Mentoring; Spain; family And family Relationships; Management; Leadership; Auto Industry; Europe; Spain
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      Lorsch, Jay, Emily McTague, and Rosa Maria Fite. "A Succession as the Engine for Success." Harvard Business School Case 416-060, May 2016. (Revised June 2016.)
      • 2016
      • Teaching Note

      Advanced Leadership Pathways: Shelly London and Ethics Education

      By: Rosabeth Moss Kanter, Tessa Natanay Hamilton and Ai-Ling Jamila Malone
      Teaching Note for Case 313-028. Following a successful career as a Senior Vice President, Vice President, and Chief Communications Officer at two large corporate companies, Shelly London became a Harvard Advanced Leadership Fellow. During her fellowship she set out to...  View Details
      Keywords: Ethics; Education; Moral Sensibility; Behavior; Decision Making; Leadership; Innovation And Management; Change Management; Social Enterprise; Education Industry; Service Industry; North And Central America
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      Kanter, Rosabeth Moss, Tessa Natanay Hamilton, and Ai-Ling Jamila Malone. "Advanced Leadership Pathways: Shelly London and Ethics Education." Harvard Business Publishing Teaching Note, 2016. (Harvard Advanced Leadership Initiative.)
      • February 2015
      • Case

      CLP: Powering Asia

      By: George Serafeim, Rebecca Henderson and Dawn Lau
      Richard Lancaster, taking over from Andrew Brandler, was the Chief Executive Officer (CEO) of CLP Holdings Ltd., one of the leading power companies in Asia, with operations in China, Southeast Asia, Taiwan, Australia, and India, and an energy portfolio spanning coal,...  View Details
      Keywords: Energy Generation; Environmental Sustainability; Goals And Objectives; Values And Beliefs; Growth And Development Strategy; Strategic Planning; Energy Industry; Asia; India
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      Serafeim, George, Rebecca Henderson, and Dawn Lau. "CLP: Powering Asia." Harvard Business School Case 115-038, February 2015.
      • March 2014 (Revised February 2015)
      • Case

      Loki Capital Management

      By: Joseph B. Fuller, Shikhar Ghosh and Matthew Preble
      In December 2013, Michael Kane was preparing to launch his start-up's first hedge fund. While pleased with the development of the business, he wanted to address a few lingering issues before going any further. He debated whether or not to fire the company's chief...  View Details
      Keywords: Hedge Fund; Hedge Funds; Equity Split; Fundraising; Investor Clientele; Team Building; Human Resource Management; Human Capital; Human Resources; Equity; Financial Services Industry; United States
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      Fuller, Joseph B., Shikhar Ghosh, and Matthew Preble. "Loki Capital Management." Harvard Business School Case 814-049, March 2014. (Revised February 2015.)
      • November 8, 2013
      • Article

      What Men Can Do to Help Women Advance Their Careers

      By: Debora Spar
      Today, most major corporations—along with hospitals, law firms, universities, and banks—have entire units devoted to helping women and minorities succeed. There are diversity officers and work/family offices and gender-sensitivity training courses in all tiers of...  View Details
      Keywords: Personal Development And Career; Gender
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      Spar, Debora. "What Men Can Do to Help Women Advance Their Careers." Harvard Business Review Digital Articles (November 8, 2013).
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      Are you looking for?

      Family Office Wealth Management—Virtual
      Summary Wealth management for high-net-worth families has grown increasingly complex. For some families, the responsibility of wealth management has...
      China Merchants Bank: Ushering in the Era of Family Office in China
      → Search All HBS Web
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