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Revista LEGADO

Revista LEGADO NextGen

NextGen

Dedicamos esta edición a la  NextGen en la familia empresaria, porque en el IFEM consideramos que transmitir mensajes poderosos a las siguientes generaciones es fundamental para la continuidad.

En esta edición encontrarás herramientas útiles, aprendizajes y reflexiones profundas de autores especializados de la firma Lansberg-Gersick Advisors, Universidad de Louisville, HEC Montreal, Universidad de Chile, Escuela de Negocios del Tec de Monterrey e integrantes de grupos empresariales como Dormimundo y Zapata.

 

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ifem, revista legado, patrimonio

Más allá del patrimonio

En esta edición encontrarás interesantes consejos y reflexiones sobre la importancia de dedicarle tiempo y cuidado a construir un patrimonio con propósito.

En nuestro dossier central encontrarás la colaboración de las plumas expertas:  Horacio Arredondo, Decano de EGADE Business School; Ignacio Gómez y Alfonso Baigorri, Asesores de la Banca Patrimonial J.P. Morgan; e Ignacio De la Vega, Vicerrector Ejecutivo de Asuntos Académicos, Facultad e Internacionalización en el Tecnológico de Monterrey.

 

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Revista LEGADO

Revista LEGADO - Abril 2022

Liderazgo y trascendencia

En esta ocasión tres grandes líderes de nuestra institución se adueñan de la sección especial, en la que nos narran una parte de sus historias de vida y perspectivas sobre liderazgo y trascendencia: Rafael Rangel, Salvador Alva y Juan Pablo Murra.

Como en cada edición, encontrarás los diferentes enfoques y reflexiones de profesionales y académicos que nos comparten su experiencia sobre Gobierno y Liderazgo, Emprendimiento familiar, Cultura intergeneracional y Legado y Patrimonio.

 

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Revista LEGADO diciembre 2021

Revista LEGADO - Diciembre 2021

Potenciando talento

No podíamos dejar pasar la oportunidad de enriquecer esta edición de diciembre, basados en tres perspectivas fundamentales: el talento en la familia, el talento en las organizaciones y el aprovechamiento de actores externos clave para el desarrollo de la familia empresaria. 

Encontrarás profundas reflexiones de la pluma de académicos y consultores del Tecnológico de Monterrey;  Universidad de los Andes, Colombia; Koval Capital & Services (Family Office); Universidad Católica de Chile, Instituto de la Empresa Familiar Latinoamericana en Chile; Universidad Autónoma de Barcelona; Banca Patrimonial Julius Baer y de empresas internacionales de consultoría.

 

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Revista LEGADO Agosto 2021

Revista LEGADO - Agosto 2021

Educación en la familia empresaria

Convencidos de que la educación es por excelencia el medio para aspirar a un mejor futuro, hemos incluido en esta edición la sección especial “Educación en la familia empresaria”, por lo que hemos invitado a expertos del Instituto para el Futuro de la Educación,  J.P. Morgan Private Bank y de EGADE Business School, a que nos compartan sus perspectivas sobre las tendencias y los retos de la educación en la familia empresaria.

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Revista LEGADO Abril 2021

Revista LEGADO - Abril 2021

Empresas familiares conscientes

Con mucha alegría compartimos esta tercera edición de nuestra revista LEGADO. A partir de este número, hemos incorporado una sección especial, y en esta primera ocasión aborda un tema central para el Instituto de Familias Empresarias: empresas familiares conscientes; por lo que hemos invitado al Centro de Empresas Conscientes de nuestra Escuela de Negocios y EGADE Business School, a que nos compartan su visión y propuesta de valor, desde la cual aspiran a construir y desarrollar una cultura de negocios acorde a los retos que la sociedad y el planeta demandan.

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Revista Legado Diciembre 2020

Revista LEGADO - Diciembre 2020

Tecnología y empresa

Continuar esta revista es para nosotros un deleite y una manera de estar más cerca de esta gran familia que hemos cultivado en los últimos meses.

Queremos compartir con ustedes algunas páginas llenas de inspiración y mensajes que nos ayuden a cerrar el año con fuerza y determinación.

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Revista LEGADO Agosto 2020

Revista LEGADO - Agosto 2020

Realidad post-COVID

Un paso más en la búsqueda de mayores herramientas para nuestras familias, un espacio más de intimidad y donde podemos acercarnos.

Les agradecemos estar presentes y activos en nuestra red, es una gran motivación para seguir trabajando para ustedes.

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Reportes

Reporte Perspectivas Generacionales Comunidad Tec

 

Conoce los hallazgos sobre las percepciones y actitudes generacionales en la familia empresaria de la comunidad del Tecnológico de Monterrey, del estudio realizado por el Instituto de Familias Empresarias para México y LATAM (IFEM).

El estudio pretende contribuir al entendimiento de las características de las empresas familiares y las familias empresarias en México y Latinoamérica, haciendo énfasis en la comunidad del Tecnológico de Monterrey.

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Family Enterprise Global Survey on Perspectives

Resultados de la encuesta global de empresas familiares sobre perspectivas generacionales

El Instituto de Familias Empresarias del Tecnológico de Monterrey, colaboró junto con cuatro instituciones educativas internacionales y una empresa consultora, representando a México en este estudio global para comprender las percepciones y actitudes de las diferentes generaciones que conforman las empresas familiares y que impactan en el rumbo de los negocios.

El estudio fue desarrollado por un grupo de 12 miembros integrado por expertos académicos y consultores de: ESE Business School de la Universidad de los Andes (Chile); Tecnológico de Monterrey (México); ESADE Business School (España); Kellogg School of Management de la Northwestern University (Estados Unidos); The Hong Kong University of Science and Technology (China) y Lansberg-Gersick & Associates, firma consultora líder de Estados Unidos y España.

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El impacto de los cambios demográficos en la gobernanza y sucesión empresa familiar

Reporte STEP México 2019

El impacto de los cambios demográficos en la gobernanza y la sucesión de la empresa familiar en México

STEP Project for Family Enterprising es una iniciativa global de investigación aplicada sobre empresas familiares y su continuidad a través de su potencial de emprendimiento transgeneracional.

El Tecnológico de Monterrey forma parte de esta iniciativa desde el año 2006 y durante los últimos meses del año 2018 y primeros del 2019, las instituciones que formamos parte de este consorcio global nos dimos a la tarea de recabar información a través de una encuesta con el propósito de responder algunas de las preguntas de cara a los retos actuales.

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Panorama de la empresa familiar ante covid

Reporte Panorama de la Empresa familiar ante el COVID-19

Panorama de la empresa familiar ante el COVID-19

Termómetro y recomendaciones

Resultados de una encuesta aplicada a familias empresarias en México, quienes nos comparten su visión frente a la crisis y oportunidad que representa el COVID-19 en sus negocios y familias.

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2019 STEP Encuesta Global de Empresas Familiares

2019 STEP Encuesta Global de Empresas Familiares

The impact of changing demographics on family bussiness succession planning and governance

Con más de 1800 líderes de empresas familiares de todo el mundo compartiendo sus puntos de vista con respecto a los cambios demográficos y como estos impactan a la gobernanza de las familias empresarias, su sucesión, su orientación emprendedora y desempeño, este reporta busca propiciar el debate y análisis sobre las familias empresarias en diferentes partes del mundo.

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El proceso de sucesión en la empresa familiar

2019 STEP Encuesta Latinoamericana de Empresas Familiares

El proceso de sucesión en empresas de familia en latinoamérica

Las empresas de familia juegan un papel fundamental en la creación de la riqueza social y económica en el ámbito mundial. Este informe presenta los resultados latinoamericanos de la encuesta STEP. La muestra de Latinoamérica incluyó 407 empresas de familia.

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Libros

Family Business Heterogeneity in Latin America

Family Business Heterogeneity in Latin America

Authors: Muller, Claudio G., Sandoval-Arzaga, Fernando

This book explores the emergence and evolution of family firms throughout Latin America, from the colonial period to the modern day. In the course of Latin American history, institutions evolved to create order and reduce the uncertainty of the market. Using institutional change theory, social capital theory in organizational settings and resource-based view as organizing frameworks, the authors show how differences among family business in the region developed by examining the influx of foreign settlers, the shift from state-owned enterprises to privatized family business groups, and the effect of globalization. This text, presenting cases of family firms across several countries, offers entrepreneurship scholars a fresh perspective of a neglected region. 

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Artículos

Autores: M. Fonseca, F. Sandoval-Arzaga

Fecha de publicación: 28/04/2018

Libro: Global Leadership Perspectives: Insights and Analysis

Páginas: 113-116

Editor: Simon Western; Eric-Jean Garcia

Abstarct: A critical, global counterpoint to more western-centric texts that will appeal to critical leadership scholars, those teaching leadership from a critical perspective and those teaching leadership with an international focus.

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Autores: Oscar Howell-Fernández, Luis Cisneros, Fernando Sandoval-Arzaga

Fecha de publicación: 2018

Libro: Family Firms in Latin America

Páginas: 35-39

Editor: Müller, Claudio; Botero, Isabel C.; Discua, Allan; Subramanian, Ram.

Abstract: 

This is one of the first books of its kind to highlight family firms in a Latin American context, helping students to understand the distinctive nature and challenges of Latin American family businesses and how these issues compare to family businesses around the world.

Building on their experience in teaching, research, speaking, and consulting on the subject of family firms in Latin America, the editors explain the need to implement and adapt traditional frameworks in the changing Latin American reality. Each section provides background on the most important topics in the management of family firms, including strategy, entrepreneurship, and performance, followed by illustrative cases and a discussion of how this knowledge is similar to or different from other parts of the world.

The book’s clear writing and in-depth approach will appeal to undergraduate and graduate students of international business, business in Latin America, and family business.

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Autores: Fernando Sandoval-Arzaga, David S Xotlanihua González, Geraldina Silveyra, María Fonseca-Paredes

Fecha de publicación: 31/03/2017

Libro: Contextualizing Entrepreneurship in Emerging Economies and Developing Countries

Editor: Edward Elgar Publishing

Abstract: Becoming an entrepreneur instead of being employed in an existing company through undergraduate education is a priority for Mexico’s growth and development. 1 Contextualizing entrepreneurship among Mexican university students is important given that 31.5 percent of the population between 18 and 24 years old is attending school, and one out of every two students is in higher education in the country (INEGI, 2015). Universities around the world have developed strategies to encourage entrepreneurship. Nonetheless the role of universities in venture creation can enhance this entrepreneurial activity if they promote entrepreneurship in students belonging to family businesses. The reason for this is that students from business families may have a greater capacity to create a business, since they have grown up with the entrepreneurial values of the family and have access to more resources through the family

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Autores: Manuel F Suárez‐Barraza, Juan Ramis‐Pujol, Fernando Sándoval‐Arzaga

Fecha de publicación: 30/09/2011

Revista: Journal of Family Business Management

Editor: Emerald Group Publishing Limited

Descripción: In recent years, small family businesses in Mexico have come under enormous pressure from their external environment: this has resulted in serious problems affecting the running of their businesses, leading ultimately to a drop off in sales, customers and market share. Some have attempted to respond to this environment by using the Japanese approach of kaizen (meaning continuous improvement). The purpose of this paper is to ask if the kaizen approach is implemented in a specific environment such as that of small family businesses in Mexico.

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Autores: Mattias Nordqvist, Giuseppe Marzano, Esteban R Brenes, Gonzalo Jiménez, Maria Fonseca-Paredes

Fecha: 2011

Editorial: Edward Elgar Publishing

Abstract: This thorough volume describes and analyzes entrepreneurial family businesses in Latin American countries. The research presented here has been conducted within the Global STEP (Successful Transgenerational Entrepreneurship Practices) Project. Dealing with some of the most important opportunities and challenges that Latin American family businesses face, particular attention is given to the uncertainty that characterizes most business environments in Latin American countries. The authors argue that while uncertainty is always a central characteristic of entrepreneurial processes and activities, uncertainty is particularly pronounced for Latin American family businesses striving to grow. In addition to a comprehensive introductory chapter that outlines the book's core concepts, including transgenerational entrepreneurship, entrepreneurial orientation, resources, capabilities and uncertainty, the book describes the main characteristics of entrepreneurship and family businesses in Latin America. It also brings together a unique set of empirical case-based research papers that investigate transgenerational entrepreneurship in different Latin American family business contexts. The unique contributions found here include studies on: Hostile environments and entrepreneurial orientation The influence of culture on governance and innovativeness Governance structures and entrepreneurial performance Family conflict as a source of entrepreneurial opportunities Entrepreneurship in transgenerational processes by means of social capital Knowledge integration and entrepreneurial behavior The role of tacit knowledge in the identification of...

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<p dir="ltr">Autores: Mattias Nordqvist, Giuseppe Marzano, Esteban R Brenes, Gonzalo Jimenéz, María Fonseca-Paredes</p>

<p dir="ltr">Fecha: 2011</p>

<p dir="ltr">Journal: Understanding entrepreneurial family businesses in uncertain environments: Opportunities and resources in Latin America</p>

<p dir="ltr">Páginas: 1-29</p>

<p dir="ltr">Editor: Edward Elgar Cheltenham</p>

<p dir="ltr">Abstract: Scholarly interest in entrepreneurship in the context of family businesses has risen in recent years. The role of family in entrepreneurial activities, choices and outcomes at different levels of analysis has grown from obscurity into a thriving research area. Using the family as a unit of analysis in entrepreneurship research is also increasingly popular, although empirical studies are still rare (Aldrich and Cliff, 2003; Nordqvist and Melin, 2010). The literature on entrepreneurship and family business can be divided into two groups. The first stream of studies emphasizes the role and meaning of family as support for start-up and new venture activities (Aldrich and Cliff, 2003; Steier, 2007). The second stream of studies looks at entrepreneurship in established family businesses–that is, corporate entrepreneurship (Zahra et al., 2004; Kellermanns and Eddleston, 2006). Corporate entrepreneurship researchers working in the area of family businesses do not yet agree whether the specific characteristics of family businesses, such as, for instance, strong organizational cultures, long-term orientation, flexible governance structures, independence and an interest in non-financial performance, facilitate or constrain their entrepreneurial processes and outcomes (Zahra, 2005; Naldi et al., 2007; Lumpkin et al., 2010). Recent research has, however, begun to offer useful conceptual frameworks and some empirical evidence regarding the characteristics of entrepreneurial family businesses (Habbershon et al., 2010; Nordqvist and ...</p>

<p dir="ltr"><a href="https://books.google.com.mx/books?hl=en&amp;lr=&amp;id=nfusZ2w3O3wC&amp;oi=fnd&amp;pg=PA1&amp;dq=info:ry9VFy6Yi4QJ:scholar.google.com&amp;ots=jmul451-3a&amp;sig=oKMFK6DcVhJPL3GSPz8UR1M4lwI&amp;redir_esc=y#v=onepage&amp;q&amp;f=false">Ver publicación</a></p>
 

Autores: Fernando Sandoval-Arzaga, Marcela Ramírez-Pasillas, María Fonseca-Paredes

Fecha de publicación: 2011

Revista: Understanding Entrepreneurial Family Businesses in Uncertain Environments: Opportunities and Resources in Latin America

Páginas: 181-202

Abstract: One of the most valuable resources for organizations is knowledge, which is essential in order to generate competitive advantage, to innovate, solve complex problems and contribute to achieving maximum value in knowledge assets (Von Krogh et al., 2000; Lawson and Lorenz, 1999; Leonard and Sensiper, 1998; Spender, 1998; Nonaka and Takeuchi, 1995, Boisot, 1995; Barney, 1991). Knowledge is not a commodity located ‘out there’; rather, it is a product of what happens ‘in-between’(Wood, 2002). This means that knowledge is shared, recombined and advanced when members of a business communicate with one another or work together. This occurs because knowledge is tacit (Polanyi, 1966). When knowledge is deployed as people converse or work jointly, knowledge integration is approached as a ‘dynamic capability’(Teece et al., 1997; Eisenhardt and Martin, 2000) going on ‘in-between’. This in-betweenness signals that knowledge is continuously developed and renewed by being integrated in innovating organizations The main question that emerges in relation to family businesses is how this knowledge is shared. Within what frameworks can this knowledge flow from one generation to the next in family businesses? What practices are necessary for this to take place? In this chapter we attempt to describe the process of knowledge integration. We tie our research to the concept of familiness, which is based on the resource based view of the firm (RBV) developed by Habbershon and Williams (1999). Our empirical focus is on Latin American family businesses. Knowledge, as a dynamic capability, is a central issue for the family...

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Autores: Manuel F Suárez-Barraza, Fernando Sandoval Arzaga

Año: 2011

Journal: Scholarly Journal of Business Administration

Abstract: The research is effectively a guide for practitioners (Sport Managers) wishing to apply or already applying Kaizen in their sport management systems. A review of academic and practitioner literature on the subject indicated that application of the Kaizen approach in sport organisation dedicated to football had hardly begun to be explored. It is also significant that in Mexico and Latin America, examples of the transfer and implementation of this kind of approach are practically non-existent in academic literature on the subject.

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Autores: Marcela Ramírez-Pasillas, Fernando Sandoval-Arzaga, María Fonseca-Paredes

Fecha de publicación: 2011

Revista: Understanding Entrepreneurial Family Businesses in Uncertain Environments: Opportunities and Research in Latin America

Páginas: 149-180

Editor: Edward Elgar Publishing

Abstract: This chapter examines how entrepreneurship in family businesses occurs in transgenerational processes by means of social capital. Based on an in-depth Latin American case study and a theoretical framework that combines the literature of entrepreneurship, family firms and social capital, our aim is to explore the role of social capital in family businesses in realizing potential venture creation during transgenerational processes (that is, across generations). To investigate how entrepreneurship in family businesses occurs, we specifically explore the intersections between the relational and structural dimensions of social capital (Granovetter, 1992) and the autonomy and proactiveness dimensions of the entrepreneurial orientation (EO)(Lumpkin and Dess, 1996). The relational and structural dimensions of social capital are relevant concepts for addressing relationships and networks when studying entrepreneurship (Johannisson et al., 2002). Autonomy and proactiveness are two dimensions of EO that are of particular relevance to understanding entrepreneurship when studying culture (Hall et al., 2001; Zahra et al., 2004). Although we do not explicitly address uncertain environments, our research case has such a component as it occurs in a Latin American business context. We show that the development of the relational and structural dimensions triggers new businesses when the older generation supports the autonomy and proactiveness of the younger generation. This in turn permits family members of the younger generation to launch improved initiatives. These initiatives range from new and/or improved products to processes and businesses...

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Año: 2011

Autores: Fernando Sandoval Arzaga

Abstract: Es bien sabido en el mundo de las empresas familiares que el relevo generacional es una de las mas importantes preocupaciones de las familias empresarias. La sostenibilidad empresarial familiar debe ser un tema que se incorpore cada vez mas en la formación empresarial par que no se pierda lo que con esfuerzo, dedicación e ingenio dedican los empresarios familiares en la creación y desarrollo de sus empresas. El plan de sucesión contribuye a este esfuerzo.

Conseguir publicación: escribir a fsandoval@tec.mx

Autores: Fernando Sandoval‐Arzaga, Manuel F Suárez‐Barraza

Fecha de publicación: 29/06/2010

Revista: Development and Learning in Organizations: An International Journal

Editor: Emerald Group Publishing Limited

Abstract: One of the main problems for managers is forming work groups where experts' knowledge is truly utilized in order to successfully solve the task assigned. The question that arises is: “How can expert knowledge be best utilized for different types of teams?” The purpose of this article is to explore and describe how experts' knowledge is deployed in a specific context, as with Kaizen teams.

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Autores: Marcela Ramírez-Pasillas, María Fonseca-Paredes, EGADE Zona Centro

Año: 2009

Abstract: Family businesses invest in social capital by showing mutuality, trust, and respect towards those organizations that are engaged in their networks (Arregle et al. 2007). Family firms invest in networks for accessing resources and exploiting opportunities (Salvato and Melin 2008). Understanding how family businesses build their social capital requires a close appreciation of the relational and structural dimension of social capital (Granovetter 1992). In family businesses, the dimensions of social capital develop out of the interface between family, ownership and business (Gersick et al. 1997). This interface suggests that social capital results in networks of relations, in which actors have multiple roles (ie combinations of owners, managers, employees, father, mother, son, daughters and siblings). The networks of relations include internal family relations as well as external non-family relations (ie relations with suppliers …

Solicitar artículo: escribir a maria.fonseca@tec.mx

Autores:

Fernando Sandoval-Arzaga (fsandoval@tec.mx), Geraldina Silveyra (gsilveyra@tec.mx) and David S. Xotlanihua-González (xotlanihua@tec.mx)

Chapter 16 in Family Entrepreneurship, 2021, pp 213-226 from Springer

Abstract: Sitting multiple generations to work together had positive effects: the involvement and commitment of the new generations, the development of the entrepreneurial family skills to work together, and the creation of entrepreneurial and /or innovation projects that increase the value of the family business or family wealth. These effects have contributed to the continuity of the entrepreneurial family through the generations. But what are the secrets that have allowed entrepreneurial families to achieve these results? This chapter will help you as the leader or owner of your business family to find the keys (secrets) to potentiate entrepreneurship of the rising generations. These keys have been the result of the Program “Strategic Value Creation for Entrepreneurial Families” that we have carried out at Tecnologico de Monterrey.

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Autores:  Edgar Rogelio Ramírez-Solís , María Fonseca, Fernando Sandoval-Arzaga, Ernesto Amoros

Abstract: The main objective of this manuscript is to describe the current situation of a sample of family business and their response to COVID-19 pandemic. This exploratory study analyzes a series of challenges faced by this type of firm in Latin America. This study puts special focus on how the pandemic is impacting transgenerational and family entrepreneurship and the sense of legacy in family businesses.

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