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Bernstein Global Wealth Management: From One Generation to the Next
Yemen, Gerry; Wilmshurst, Luke; de Guzman, Terry S. Case F-1713 / Published June 16, 2014 / 14 pages.
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Product Overview

Family business as a topic has grown to constitute a major segment of the U.S. and global economies. In many regions of the world, family companies dominate the economy. Running a family business can be especially challenging when considering the complexity of working with and managing family members. This field-based case offers a disguised situation between first- and third-generation family members around an investment opportunity. A supplemental spreadsheet allows students an opportunity to do some simple forecast calculations and figure out the demand the opportunity would put on the family portfolio. This case was successfully used in a second-year elective course on global family enterprises in a class focusing on asset management.

  • Overview

    Family business as a topic has grown to constitute a major segment of the U.S. and global economies. In many regions of the world, family companies dominate the economy. Running a family business can be especially challenging when considering the complexity of working with and managing family members. This field-based case offers a disguised situation between first- and third-generation family members around an investment opportunity. A supplemental spreadsheet allows students an opportunity to do some simple forecast calculations and figure out the demand the opportunity would put on the family portfolio. This case was successfully used in a second-year elective course on global family enterprises in a class focusing on asset management.

  • Learning Objectives