Formue Responsible Ownership Program

The governance session is designed to provide you with a concise and effective picture of the key aspects of ownership in connection to company governance. In the session you will discover what different forms of ownership look like, understand what it means to have an active role as an owner, learn how to manage the relationship between owners and a company’s board of directors, including insights into board meetings agenda setting; and discuss how to set up appropriate family governance solutions can improve the family's role as an active owner.

Daniel Pittino, PhD
Professor in Strategy and Entrepreneurship, JIBS Associate Dean of Research

We will provide insights on different options regarding succession to enable you to take informed decisions about your own involvement.

We will discuss alternative ways to transfer ownership and leadership between generations. And we will raise awareness on how to regulate ownership changes today to control for unwanted changes in the future.

To do so, we will also bring up important considerations regarding marriage and divorce, testaments, and gifts.

Kajsa Haag, PhD
Assistant Professor in Business Administration with a focus on Family Business JIBS Associate Dean of Faculty

In most families the origins of wealth are connected to early actions of entrepreneurship that became part of the family legacy. Research shows however that entrepreneurship is important well beyond those initial moments typically associated with new ventures, it also plays a central role in stablished organizations.

We show how the next generation, thanks to their new mindsets and capabilities, can entrepreneurially contribute to reinvigorate and - why not - create the family legacy that is so crucial to innovation and the creation of both financial and social value.

Joaquin Cestino, PhD
Assistant Professor in Business Administration with a focus on Entrepreneurship and Environment, CeFEO Head of Outreach

A healthy self is essential for being a responsible owner. Although the question, “How are you?” may seem simple enough, personal well-being is a complex matter that concerns how people experience their lives and the degree to which a person is fully functioning. We will shed light on different dimensions of well-being and discuss how we can overcome difficulties, achieve our goals in life, reach self-realization, a sense of meaning, and happiness.

Sarah Fitz-Koch, PhD
Assistant Professor in Business Administration with a focus on Entrepreneurial Identity CeFEO Faculty Member

We as humans are inherently social beings, and social relationships are of crucial importance. Having shared ownership means conflicts and emotions will arise that have the potential to damage not just our financial wealth, but our personal goals and social relationships. This is even more visible when we - as a family - own together.

We look at how relationships work, the dynamics and types of social conflicts and emotions, the roles of justice and fairness, and how we can navigate this difficult terrain.

Markus Plate, PhD
Assistant Professor in Business Administration with a focus on Organizational Psychology and Family Business CeFEO Faculty Member

We want each participant to engage in Conscious Reflection about how their personal selves can influence investments as well as ownership decisions, and how – in the end – this can have an impact on the surrounding community and society.

We will consider the notion of “Impactful Ownership” and intrinsic drivers – such as Values, Spirituality, and Ethics.

We also take a look at Impact Investing, as an example of how personal principles can be combined with strategic investments.

Anna Blomback, PhD
Assistant Professor in Business Administration with a focus on Corporate Identity, Values, and Social Responsibility JIBS Associate Dean of Education