Case Detail

Case Summary

Key Concepts

Family Business, Strategic Planning, Succession Planning, Change Management, Investment Management, Nonprofit

Abstract

After the sale of their multi-generation family business, a family and business transitions. The family uses the sales contract to maintain its progressive human resource policies. The family organizes a family investment office, establishes foundations, and launches new ventures.

Number of Pages: 12

Extended Case Information

Teaching Areas: Entrepreneurship, Family Business, Management, Organizational Behavior, Strategy

Geographic: Midwest United States

Industry: Engine Manufacturing

Organization Name: Family Investment Office

Organization Department: Family Investment Office

Organization Size: Medium

Decision Maker Position: Family Investment Office Committee members

Decision Maker Gender: Male

Year of Case: 1998