New Ideas in Family Firms: 2023 Academic-Practitioner Conference Recap

Introduction: The New Ideas in Family Firms Conference is an invitation-only thought leadership platform that was launched in 2018 to bring … More

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

By Jay Mehta ’22 Speakers Jolyne Caruso-FitzGerald Divisional Vice Chair, Global Wealth Management, UHNW, UBS Eduardo Rossi ’00 Vice … More

by Pooja Deva ’22 About this session CBS Professor Rita McGrath shared her expertise on innovation in times of uncertainty. … More

In the classroom, we introduce students to the importance of family systems theory to understand their own families, and the … More

Hear from Founding Women panelist Charlotte Beyer, founder of the Institute for Private Investors, author of Wealth Management Unwrapped, and … More

A hot topic in family firm research today is socio-emotional wealth. Studies are focused on the reality that families look … More

In this video, Kathryn McCarthy, advisor to families and family offices, provides historical context on how private wealth management worked … More

In a previous article, I provided an overview of the “failure to launch” syndrome, including its causes and potential implications for … More

Family business owners and their advisors spend a lot of time and money seeking to optimize business performance and family … More