Case Reports on the Three Exemplars Achieving the JPMorgan Private Bank 2004 Family Business Honours
Our aim is to look more closely at the life and work of these three exemplars, and explore in greater detail how they demonstrate ?sustainability? -the continuity of achievement past and propspective, and ?suffusion? ? the spread of best practice and awareness across the levels of the business. Click here to view the report or contact us for a hard copy.

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Maximising Value in Family Business.
Why Families Sell. An evening panel discussion held by JPMorgan Private Bank.
1st April 2004. more information

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Case Studies on the Three Exemplars Achieving the JPMorgan Private Bank 2003 UK Family Business Honours
Our aim here is to provide a closer portrait of the life and work of these three exemplars, and to understand how this is embodied in their history, leadership, culture and governance.Our method was to visit each firm for a day, interview family and non-family executives, and talk to a cross section of employees. In each case our impressions were positive and distinctive. After reading these case studies you will have a deeper understanding of 'What it takes to be a great family business'. Nigel Nicholson and Asa Bjornberg

• C. & J. Clark Ltd, 2003 Family Governance Exemplar
• Samworth Brothers, 2003 Business Success Exemplar
• Bettys & Taylors Group Ltd, 2003 Social Responsibility Exemplar

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Effective Governance: The eight proactive practices of successful families
This paper by Amy Braden, head of the Family Wealth Centre at JPMorgan Private Bank, is a compilation of best practices in family governance. As a global leader in wealth management, JPMorgan Private Bank is able to observe and learn from wealthy families throughout the world. This paper allows us to share experiences and original research regarding the steps families take to preserve wealth and family values, and to build enduring legacies.

This paper explores these ideas in greater detail and offers practical examples of how these strategies have been embraced by successful families.

Should you wish to receive a copy of this paper please send an email to: family.business@jpmorgan.com

Now also available - the Survey results 'What families tell us about effective governance practices'.