Introduction: The New Ideas in Family Firms Conference is an invitation-only thought leadership platform that was launched in 2018 to bring … More
Category: Practitioner Perspectives
New Ideas in Family Firms: 2022 Academic-Practitioner Conference Recap
Introduction: The New Ideas in Family Firms Conference is a thought leadership platform organized to bring together a small group … More
2022 Conference Recap: Family Office
By Jay Mehta ’22 Speakers Jolyne Caruso-FitzGerald Divisional Vice Chair, Global Wealth Management, UHNW, UBS Eduardo Rossi ’00 Vice … More
2022 Conference Recap: Academic Presentation with Professor Rita McGrath
by Pooja Deva ’22 About this session CBS Professor Rita McGrath shared her expertise on innovation in times of uncertainty. … More
Family Systems Theory
In the classroom, we introduce students to the importance of family systems theory to understand their own families, and the … More
Competition vs. Collaboration
Hear from Founding Women panelist Charlotte Beyer, founder of the Institute for Private Investors, author of Wealth Management Unwrapped, and … More
What is wealth?
A hot topic in family firm research today is socio-emotional wealth. Studies are focused on the reality that families look … More
How did wealth management work in the past?
In this video, Kathryn McCarthy, advisor to families and family offices, provides historical context on how private wealth management worked … More
Failure To Launch (Part 2): Steps To Help Dependent Adult Children In Family Business
In a previous article, I provided an overview of the “failure to launch” syndrome, including its causes and potential implications for … More
Failure To Launch: How Dependent Adult Children Impact The Family Business
Family business owners and their advisors spend a lot of time and money seeking to optimize business performance and family … More