EUR 33.06 For Business Accounts Only

Family Equity—Get the Most out of Business & Foundation Synergies

​“Synergies” are often considered a wishy-washy topic. There can nevertheless be very valuable synergies between a family businesses and its foundation, provided the business invests in a “family equity” logic. “Family equity” anyway offers an interesting twist to business innovation, private equity, and impact investing—because private equity and family businesses are not automatically compatible with each other: Family business is long-term focused, whereas private equity typically follows a five to seven year investment cycle. Finally, impact investing is an investment approach considering risk, return and impact that is still in formation. The report discusses the link between family business, foundation and corporate venture capital, reviewing five main areas of impact and profit opportunities: (1) circular economy; (2) green technology; (3) Lifestyles of Health and Sustainability; (4) public sector modernization; and (5) growing demand at the Base of the Pyramid. It concludes with a ten-step action framework to assess whether the foundation has synergies to offer in the quest to identify profitable and impactful opportunities in these new market segments.