Family Lives in Motion: Toward a Life Course Process Theory of Ownership Transfer in Business-Owning Families

Susan Lanz, Gary Burke, Kajsa Haag, Omid Omidvar

Research output: Contribution to journalArticlepeer-review

8 Downloads (Pure)

Abstract

Despite the importance of family ownership in family business, limited attention has been given to the interplay between evolving family contexts, unpredictable life courses, and ownership transfer choices. Based on a study of ownership transfer narratives of 27 members of business families, we investigate how shifts in family life precipitate different types of intrafamily ownership transfers. Drawing on life course theory, we find that changing family lives and events precipitate three types of ownership transfers: symbolic, protectionist, and rebalancing. We advance a theoretical framework which contributes more nuanced insights into processual and temporal aspects of ownership transfer embedded in family dynamics.
Original languageEnglish
Pages (from-to)210-238
Number of pages29
JournalFamily Business Review
Volume38
Issue number3
Early online date1 Aug 2025
DOIs
Publication statusPublished - Sept 2025

Bibliographical note

Copyright © The Author(s) 2025. This article is distributed under the terms of the Creative Commons Attribution 4.0 License (https://creativecommons.org/licenses/by/4.0/) which permits any use, reproduction and distribution of the work without further permission provided the original work is attributed as specified on the SAGE and Open Access page (https://us.sagepub.com/en-us/nam/open-access-at-sage).

Keywords

  • intrafamily ownership transfer
  • family embeddedness
  • life course theory
  • narrative inquiry

Fingerprint

Dive into the research topics of 'Family Lives in Motion: Toward a Life Course Process Theory of Ownership Transfer in Business-Owning Families'. Together they form a unique fingerprint.

Cite this