• 

  LEE, SIEW KIM JEAN

  Professor of Management;
  Michelin Chair Professor in Leadership and Human Resources Management;
  Associate Dean (Research)
  Co-Director, CEIBS Centre for Family Heritage
• 

  RUI, MENG

  Professor of Finance and Accounting;

  Parkland Chair in Finance;

  Director of CEIBS Centre for Wealth Management;

  Co-Director of CEIBS Centre for Family Heritage

  Programme Director of Family Office Diploma Programme
• 

  CHIANG, FUNG TUNG FLORA

  Professor of Management, CEIBS
• 

  WANG, AN-CHIH ANDREW

  Associate Professor of Management, CEIBS

Partnerships

Keywords

• SEW and succession/growth
• Social trust and succession
• Knowledge transfer
• Leadership in FB
• Control rights and loan structure

Books

• Mary Barrett (Editor), Jolien Huysbrechts (Editor), Jean S.K. Lee (Editor)(2024). Women in Family Business: New Perspectives, Contexts and Roles. Edward Elgar Publishing. 
• Lee, J. S., & Zhang, A. Y. (2021). Crossroads of Family Businesses in China: Succession and Transformation. World Scientific Publishing. 
• Koh, A., & Lee, J. (2020) Asian Family Businesses: Succession, Governance and Innovation. World Scientific Publishing Co.
• Lee Jean (2019). 家族财富的灵魂(The Succession of Family Wealth ).东方出版中心：上海. 
• Lee, Jean S K. and Zhao, Liman. 2018.传承密码：东西方家族企业传承与治理 (Family Legacy : Selected Cases in Asia and Europe) . 复旦大学出版社.
• 李秀娟. 张燕. (2017). 当传承遇到转型——中国家族企业发展路径图. (Succession and Transformation---The Road Map of Chinese Family Business). 北京大学出版社:北京.

Research Publications and Research Work in Progress

• Lee, J., Zhao, G.Z. & Lv, F.F. (2019). The Effect of Value Congruence Between the Founder and Successor on Successor Willingness: The Mediating Role of the Founder-Successor Relationship. Family Business Review. Vol.32(3), 259-276.
• Chiang, F., Birtch, T., Chiang, F., & Lee, J. Passing the Baton to the Next Generation: A Resource-Based Perspective on Intergenerational Knowledge Transfer. Journal of Management (under review).
• van Esch, Emmy; Chiang, Flora; Birtch, Thomas; Lee, Jean. "Intergenerational Knowledge Sharing in Family Firms: The Role of Emotional Ownership" Family Business Review (under review).
• Lee, J., Chiang, F.T., Chen, D.Q. & Rui, M. The Appointment of Non-Family CEOs in Family Firm – An Institutional Perspective. (working paper)
• Lan, L.L. & Lee, J., Non-Pecuniary Private Benefit of Control and Socioemotional Wealth –The Missing Link.  (working paper)
• Lee, J., Farh, J.L. The Impacts of Paternalistic Leadership on Nonfamily TMT Members’ Turnover Intention: The Mediating Role of Psychological Ownership (working paper)
• Lan, L.L. & Lee, J., Non-Pecuniary Private Benefit of Control and Socioemotional Wealth –The Missing Link.  (working paper)

Conference Papers

• Lee, J. & Xu, D.J. (2020). The Effects of Paternalistic Leadership on Non-Family TMT Members’ Turnover Intention: The Mediating Role of Psychological Ownership, International Family Enterprise Research Academy, 2020. Nominated as the Best Paper Award in the Contribution to the Conference Theme category.
• Lee, J., & Zhao, G.Z. (2019). The Effects of Value Congruence between Founder and Successor on Succession Willingness – An Social Exchange Perspective, March, Weseda University.
• Lee, J., (2019). Socioemotional Wealth and Controlling Shareholding in Family Business. Presented at the STEP Asia Pacific Conference, July, SMU.
• Chiang, F. & Lee, Jean (2018). Intergenerational knowledge sharing in Chinese family firms: the importance of emotional ownership. Presented at the 2017 Academy of Management Conference. Chicago, Aug 10-14.
• Lee, Jean & Lv Feifei, (2017). Why family firms engage in Corruption? The effects of CEO’s financial aspiration and religious belief. Presented at the 2016 Academy of Management Conference, Atlanta, Aug 4-8.
• Lee Jean & Lv Feifei (2017). A process model of succession in family business. IFERA Global Conference, Taiwan, Nov 14-17.
• Lee, Jean & Lv Feifei (2017). Founder-successor value congruence: How familism values influence successor willingness. The 13^th International Entrepreneurship and Family Business Conference. Guangzhou, Nov 25-26.
• Lee, Jean & Lv Feifei, (2016).  Entrepreneurial Orientation and Its Impact on Innovation of Chinese Family Business: A Transgenerational Perspective, STEP Global Academic Conference, Boston, Oct 13-15.
• Chiang, F. & Lee, J., (2016). The Underlying Process Through Which Knowledge Transfer and Learning are Influenced in Family Firms. The 2016 Academy of Management Conference. Anaheim, USA, Aug 5-9.
• Chen, Wei, Lee, J. & Rui, O. (2013). The landscape of Family Business Research in China. Paper presented at the 7^th International Family Business Conference. Hangzhou, Oct.
• Chen, D.Q., Lee, J., Rui, O & Zhang, (2013). A. The impact of Social Trust on the Selection of CEO in Family Business. Paper presented at the 7^th International Family Business Conference. Hangzhou, Oct.

Teaching Cases

Award-winning cases

• Step Out: How Semir Garment Explored Its Internationalisation. 
  First Prize, 2024 EFMD Case Writing Competition – Belt and Road Initiative Category.
• DEI at Schneider Electric: From “Why” to “How”. 
  First Prize, 5th Shanghai MBA Case Teaching Competition, 2023
• Bosch China: Building a Coaching Culture.
  First Prize, 6th Shanghai MBA Case Teaching Competition, 2024
• Navigating EtonHouse Through Crises: The Paradoxical Leadership of Ng Gim Choo.
  2020 The Case for Women - First place Emerald Publishing
• Midea Group- Founder to CEO Succession, 3/9/2017.
  Won the Nominated Case Award in the 2017 Global Context for the “Best China-focused Cases

Cases published in Ivey

• CIFI Group (A): Liquidity Crisis 
  Author: Jean Lee; Chi Zhang
  Case Number: OB-24-034-CE
   
• CIFI Group (B): Hunkering Down
  Author: Jean Lee; Chi Zhang
  Case Number: OB-24-035-CE
   
• CIFI Group: Forging Organizational Capabilities
  Author: Jean Lee; Chi Zhang
  Case Number: OB-24-036-CE
   
• Diversity Drives Business: Challenges Faced by Rosa Lee at Bosch China
  Author: Jean Lee; Xin Zheng; Liman Zhao
  Case Number: HRM-24-017-CE
   
• Bosch China: Building a Coaching Culture, Case Analysis
  Author: Jean Lee; Liman Zhao
  Case Number: OB-24-005-PPTE
   
• Bosch China: Building a Coaching Culture
  Author:Jean Lee; Liman Zhao
  Case Number: OB-24-005-CE
   
• Shirley Dong at Schneider Electric: A Female Technical Leader’s Career at a Crossroads
  Author: Jean Lee; Xin Zheng; Liman Zhao
  Case Number: HRM-23-040-CE
   
• DEI at Schneider Electric: From “Why” to “How”
  Author: Jean Lee; Liman Zhao
  Case Number: ESR-23-030-CE
   
• Aspiration, Action, Determination: Zhu Jing, Founder of Sunkwan Group
  Author: Jean Lee; Xin Zheng; Liman Zhao
  Case Number: HRM-23-027-CE
   
• Canature’s Sustainable Development: Explorations and Practices
  Author: Jean Lee; Huirong Ju
  Case Number: OB-22-905-CE
   
• Navigating EtonHouse through Crises: The Paradoxical Leadership of Ng Gim Choo
  Author: Jean Lee; Huirong Ju
  Case Number: OB-21-813-CE
   
• Fotile Group: Creating a Culture-Driven Organization
  Author: Jean Lee; Huirong Ju; Liman Zhao
  Case Number: HRM-21-771-CE
   
• Bosch HR Lab: Incubator for Agile Culture
  Author: Jean Lee; Iris Xue
  Case Number: CB0165
   
• Cotte Yolan: Succession and Strategic Transformation
  Author: Jean Lee; Liman Zhao
  Case Number: OB-21-790-CE
   
• Bosch HR Lab: Incubator for Agile Culture
  Author: Jean Lee; Iris Xue
  Case Number: CB0165
   
• BreadTalk Group: Transformation through Talent and Technology
  Author: Jean Lee; Rebecca Chung;Leah Tan
  Case Number:9B21C008
   
• Teckwah Industrial Corporation Ltd.: The Internationalization of a Family Business
  Author: Jean Lee; Leah Tan
  Case Number:9B20C035
   
• Scanteak: The Making of Successors in a Family Firm (A)
  Author: Jean Lee; Liman Zhao; Yunting Lu
  Case Number:9B19C001
   
• Harry Susilo: Moral Leadership and Family Business Succession
  Author: Jean Lee; Liman Zhao 
  Case Number:9B18C017
   
• Xiangdu: Succession of Entrepreneurial Spirit
  Author: Jean Lee; Liman Zhao
  Case Number:9B18C002
   
• Red Collar Group: Succession and Strategic Transformation (B) 
  Author: Jean Lee; Liman Zhao 
  Case Number: 9B17M004
   
• Midea Group: Founder to CEO Succession
  Author: Ziqian (Stella) Zhao; Jean Lee
  Case Number:9B17C012
   
• Red Collar Group: Succession and Strategic Transformation (A)
  Author: Jean Lee; Liman Zhao
  Case Number:9B17M003
   
• Red Collar Group: Succession and Strategic Transformation (B)
  Author: Jean Lee; Liman Zhao
  Case Number:9B17M004
   
• Wensli Silk: Succession and International Luxury Branding
  Author: Jean Lee; Rebecca Chung; An Jing
  Case Number:9B16C023
   
• Neoglory Holdings Group: The Succession Choice
  Author: Jean Lee; Rebecca Chung; Yunting Lu;An Jing
  Case Number:9B15C040
   
• Succession in Chinese Family Businesses (A): Fotile and the Mao Family
  Author: Jean Lee; Rebecca Chung; An Jing
  Case Number:9B15C020
   
• Succession in Chinese Family Businesses (B): Huamao and the Xu Family
  Author: Jean Lee; Rebecca Chung; An Jing
  Case Number:9B15C021
   
• Succession in Chinese Family Businesses (C): An Urgent Family Meeting
  Author: Jean Lee; Rebecca Chung
  Case Number:9B15C022

Cases published in Harvard 

• CIFI Group (A): Liquidity Crisis
  Author: Jean Lee, Chi Zhang
  Case Number: CB0349-PDF-ENG
   
• CIFI Group: Forging Organizational Capabilities
  Author: Jean Lee, Chi Zhang
  Case Number: CB0347-PDF-ENG
   
• CIFI Group (B): Hunkering Down
  Author: Jean Lee, Chi Zhang
  Case Number: CB0350-PDF-ENG
   
• Diversity Drives Business: Challenges Faced by Rosa Lee at Bosch China
  Author: Jean Lee, Xin Zheng, Liman Zhao
  Case Number: CB0329-PDF-ENG
   
• Bosch China: Building a Coaching Culture
  Author: Jean Lee, Liman Zhao
  Case Number: CB0297-PDF-ENG
   
• Coaching and Its Application in the Corporate Context
  Author: Jean Lee, Liman Zhao
  Industry and Background Notes for case CB0297 Read moreabout
  Case Number: CB0299-PDF-ENG
   
• Shirley Dong at Schneider Electric: A Female Technical Leader's Career at a Crossroads
  Author: Jean Lee, Xin Zheng, Liman Zhao
  Case Number: CB0271-PDF-ENG
   
• DEI at Schneider Electric: From "Why" to "How"
  Author: Jean Lee, Liman Zhao
  Case Number: CB0255-PDF-ENG
   
• Canature's Sustainable Development: Explorations and Practices
  Author: Jean Lee, Huirong Ju
  Case Number: CB0210-PDF-ENG
   
• Navigating EtonHouse through Crises: The Paradoxical Leadership of Ng Gim Choo
  Author: Jean Lee, Huirong Ju
  Case Number: CB0138-PDF-ENG
   
• Fotile Group: Creating a Culture-Driven Organization
  Author: Jean Lee, Huirong Ju, Liman Zhao
  Case Number: CB0140-PDF-ENG
   
• Bosch HR Lab: Incubator for Agile Culture
  Author: Jean Lee, Iris Xue
  Case Number: CB0165-PDF-ENG
   
• Cotte Yolan: Succession and Strategic Transformation
  Author: Jean Lee, Liman Zhao
  Case Number: CB0144-PDF-ENG
   
• BreadTalk Group: Transformation through Talent and Technology
  Author: Jean Lee, Rebecca Chung, Leah Tan
  Case Number: W21111-PDF-ENG
   
• Teckwah Industrial Corporation Ltd.: The Internationalization of a Family Business
  Author: Jean Lee, Leah Tan
  Case Number: W20678-PDF-ENG
   
• Scanteak: The Making of Successors in a Family Firm (B)
  Author: Jean Lee, Liman Zhao, Yunting Lu
  Case Number: W19055-PDF-ENG
   
• Scanteak: The Making of Successors in a Family Firm (A)
  Author: Jean Lee, Liman Zhao, Yunting Lu
  Case Number: W19053-PDF-ENG
   
• Harry Susilo: Moral Leadership and Family Business Succession
  Author: Jean Lee, Liman Zhao
  Case Number: W18381-PDF-ENG
   
• Xiangdu: Succession of Entrepreneurial Spirit
  Author: Jean Lee, Liman Zhao
  Case Number: W18024-PDF-ENG
   
• Midea Group: Founder to CEO Succession
  Author: Ziqian Zhao, Jean Lee
  Case Number: W17157-PDF-ENG

Whitepaper

• CEIBS Center for Family Heritage (2024). Internationalization of Family Business. White Paper
  Case Studies：
  Hack Filtration: Partnering with Clients, Capacity Going Global
  Teckwah: Rooted Locally, Managed Locally
  Scanteak Group: Family Resilience, Everlasting Family Business
  China Lesso: "Piping" the World, "Insight" into the Future
  Wellhope Group: Joint Ventures Abroad, Complementary Advantages
  Haibo Group: Navigating the Red Ocean, Fishing for Global Gold
  Black King Kong (BKK): Chinese Quality, International Brand
  Internationalization Journey of Semir Garment: Moving Forward Through Practical Exploration
  Brico Group: Diversity and Balance, Tolerance and Self-Realization
  Jinko Power: Expanding Globally, Empowering Locally
• CEIBS Center for Family Heritage (2023). Resilience in Family Businesses. White Paper.
• CEIBS Center for Family Heritage (2022). Digital-intelligent Transformation in Family Businesses. White Paper.
• CEIBS Center for Family Heritage, & Center for Wealth Management. (2021). Research on CSR reports of A-Share Listed Family Firms. White Paper.
• CEIBS Center for Family Heritage (2021). Responsibility and Succession - Sustainable Family Businesses. White Paper.
• Publicly Listed Chinese Family Controlled Firms Innovation Report (2016)

STEP Reports

STEP Project Global Consortium – KPMG Private Enterprise 2020 Global Family Business Case Report 
2019 GLOBAL FAMILY BUSINESS SURVEY - The impact of changing demographics on family business succession planning and governance 

Co-organized by China Family Business Review and CEIBS, the annual “China Family Heritage Forum” aims to bring together family business owners, successors and scholars around the world, sharing exemplary Chinese and overseas family firms’ innovation and entrepreneurship from different perspectives so as to explore how to make family businesses sustainable.

2024  13th China Family Business Forum  
Internationalization of Family Business  Shanghai

2023 CEIBS 12th China Family Heritage Forum
Resilience in Family Businesses  Beijing

2022 CEIBS 10&11th China Family Heritage Forum
Digital-intelligent Transformation in Family Businesses  Shanghai

2020  CEIBS 9th China Family Heritage Forum
Paradox and Harmony – The Art of Balance   Xiamen

2019  CEIBS 8th China Family Heritage Forum
Constancy and Change Ningbo

2018  CEIBS 7th China Family Heritage Forum 

Happiness and Wealth  Shenzhen

2017  CEIBS 6th China Family Heritage Forum 

The Soul of Wealth: Key to Family Business Succession Shanghai

2016  CEIBS 5th China Family Heritage Forum

Business Succession during Economic Transition: Innovation and Entrepreneurship  Shanghai

2012 - 2015 The CEIBS China Family Business Forum Summary Report

(https://cn.ceibs.edu/sites/default/files/industry-forums/summary-report/...)

2015  CEIBS 4th China Family Heritage Forum

Succession and Innovation: The Wellspring of Family Wealth Shanghai

2014  CEIBS 3rd China Family Heritage Forum 

The Cultivation of the Relay Generation - East West Perspective Shanghai

2013  CEIBS 2nd China Family Heritage Forum

Family Wealth and Family Businesses: The Social Emotional Wealth and Family Governance  Shanghai

2012  CEIBS 1st China Family Heritage Forum

Family Businesses in China and the World Shanghai

The Pando tree is one of the oldest on earth. It has a massive root system. With numerous huge stems, one Pando tree can be as enormous as an entire forest. In Latin, Pando means “I spread.” The Association was named after the mighty Pando because it is expected that it will share the tree’s characteristics. It will “have a foundation as firm as its root system; as many achievements as its stems and preserve the heritage of family businesses in the same way that the Pando’s root sends up new stems.”
The name Pando represents the continuance and development of a family line. It also symbolizes the preservation and promotion of the family spirit amid business expansion. PANDO is also an acronym for Passion, Achievement, Navigation, Diversity and Originality, which are the five goals of the association.

CEIBS the Second-Generation Private Advisory Board
The Second-Generation Private Advisory Board is an organization focusing on family business succession and development issues. It is initiated by CEIBS Center for Family Heritage and formed by second generation students or alumni of family businesses in CEIBS EMBA, GEMBA, MBA, AMP and other programs.

CEIBS MBA Family Business Club (FBC)
https://www.ceibs.edu/mba/familybusiness-club

Club Vision: 

Become the life-long professional platform to network and develop family business related resources.

Club Mission: 

The official CEIBS Family Business Club dedicated to providing opportunities for education, networking and dialogue among MBA students involved or interested in domestic and/or international family-run businesses – whether big or small. 

Mentoring Program for Family Business

Organizer – CEIBS MBA Family Business Club

Program Advisor – Prof Jean Lee

Program Objectives:  To provide a platform for Sharing, coaching and Networking

• To stablish a formal coaching opportunity for the next generation family members and professionals aiming to work for/with family businesses

• To provide personal discussion and sharing of issued faced in family businesses  

• To set up family business network within CEIBS community in MBA, EMBA and EE students and alumni

CEIBS Alumni MBA Club – Cyanic Union 

Cyanic Union is a non-profit organization formed by CEIBS alumni with family business backgrounds. It aims to support the next generation in family businesses in developing leadership capabilities and achieving both personal and business growth.

Purpose: Cultivating Leaders, Empowering Families, Practicing Responsibility
•    Support Personal Career Development: Provide continuous learning resources, career guidance, and networking platforms to help alumni succeed and grow in their careers.
•    Promote Prosperity of Family Enterprises: Strengthen cooperation and exchange among family businesses, share best practices, and support alumni in effective management and sustainable development of their family enterprises.
•    Encourage Social Responsibility: Advocate and implement social responsibility initiatives, encouraging alumni to actively engage in public welfare activities and make a positive impact on society.

Core Values: Inherit Excellence, Create the Future
•    Vision: To become a globally leading non-profit communication and exchange platform for family businesses, fostering sustainable development and innovative succession.
•    Mission: To support our alumni in achieving next-generation leadership within their family enterprises and realizing personal value in their professional careers by providing outstanding education, resources, and networks.
•    Values: Inheritance and Innovation, Sincerity 

China Europe International Business School, 699 Hongfeng Road, Shanghai, China
Postal Code：201206
Email：cfh@ceibs.edu

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