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Summary Wealth management for high-net-worth families has grown increasingly complex. For some families, the responsibility of wealth management has...
- 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...
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- 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...
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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...
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Keywords:
family Business;
Corporate Governance;
family Ownership;
Business And Shareholder Relations;
family And family Relationships;
Governing And Advisory Boards;
Construction Industry;
Ohio;
United States
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...
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Keywords:
Career;
Promotions;
Socialization;
Networking;
Gender;
Personal Development And Career;
Wages;
Social And Collaborative Networks
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...
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Keywords:
Family Office;
Strategy;
Banks And Banking;
Organizational Design;
Competitive Strategy;
Banking Industry;
China
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
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...
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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...
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Keywords:
Sustainability;
Investment;
Management;
Strategy;
Social Issues;
Environmental Sustainability;
Banking Industry
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
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.
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Keywords:
family Business;
Management;
Strategy;
Investment;
Goals And Objectives;
China;
United States
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...
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Keywords:
Impact Investing;
Investment;
Health Disorders;
Philanthropy And Charitable Giving;
Decision Choices And Conditions
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,...
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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
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...
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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
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
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...
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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...
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- 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...
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Keywords:
Ethics;
Education;
Moral Sensibility;
Behavior;
Decision Making;
Leadership;
Innovation And Management;
Change Management;
Social Enterprise;
Education Industry;
Service Industry;
North And Central America
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,...
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Keywords:
Energy Generation;
Environmental Sustainability;
Goals And Objectives;
Values And Beliefs;
Growth And Development Strategy;
Strategic Planning;
Energy Industry;
Asia;
India
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...
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- 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...
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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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Summary Wealth management for high-net-worth families has grown increasingly complex. For some families, the responsibility of wealth management has...