Cátedra de empresa familiar

Publicaciones empresa familiar DBS Cátedra Empresa Familiar

19 diciembre, 2020

Aquí encontrarás el listado de publicaciones que sobre empresa familiar hemos realizado en el ámbito académico. Incluye las referencias, los abstracts y los links, aunque no todos los papers son de acceso gratuito. Garmendia-Lazcano, A., Iturrioz-Landart, C., & Aragon-Amonarriz, C. (2020). Identifying territory-linked family business groups: a methodological proposal. Journal of Family Business Management. https://www.emerald.com/insight/content/doi/10.1108/JFBM-06-2020-0059/full/pdf Purpose […]

Aquí encontrarás el listado de publicaciones que sobre empresa familiar hemos realizado en el ámbito académico. Incluye las referencias, los abstracts y los links, aunque no todos los papers son de acceso gratuito.

Garmendia-Lazcano, A., Iturrioz-Landart, C., & Aragon-Amonarriz, C. (2020). Identifying territory-linked family business groups: a methodological proposal. Journal of Family Business Management.



The purpose of this paper is to design a methodology to identify territory-linked family business groups (TLFBGs) in order to overcome the methodological challenges and ease studies about family business groups’ (FBGs) impact on territories.


The paper applied an algorithm to a data set of firms located in Gipuzkoa that were registered in the SABI database in 2018.


The paper defined a new construct, TLFBGs, and proposed a methodology that automatized the identification of TLFBGs by a seven-stage algorithm that was intended to be applicable to any firm-level economic and financial data set, including all registered firms and not only listed firms.

Practical implications

TLFBGs unveil the real relevance that family businesses have in the territorial development, encouraging the political support to family business. Additionally, the methodology provided allows understanding growth processes of family business.


The paper defines a new construct, TLFBGs, that highlights both the underexplored links existing between family and territory and between family and business groups, providing the process and criteria to capture it. The paper opens up large-scale empirical research on the social (and economic) influence of TLFBGs in territorial development.

Martínez-Sanchis, P., Aragón-Amonarriz, C., & Iturrioz-Landart, C. (2020). How does the territory impact on entrepreneurial family embeddedness?. Journal of Enterprising Communities: People and Places in the Global Economy.



This paper aims to explore how territory impacts on entrepreneurial families’ (EFs) embeddedness to unveil the role that territories play on the continuity and development of EFs.


To study complex contexts where subjective realities are analyzed, a constructivist qualitative approach is recommended. Given that, this paper develops a qualitative methodology in which 25 semi-structured interviews were carried out and analyzed based upon the use of ATLAS.ti, following an open-coding approach.


This paper found out that the territory can condition EFs’ embeddedness in different ways. First, through the cultural embeddedness, the shared territorial understanding of values and norms inherited by the history of the territory. Second, by the political embeddedness, i.e. the power exercised by territorial economic actors and non-market institutions. Third, through the structural embeddedness generated by the territorial social networks and the generation of close relationships and finally, through the so-called cognitive embeddedness, the territorial actors’ representations, interpretations and meanings. These four modes of territorial embeddedness are unfolded in a set of 16 territorial factors that impact on EFs’ embeddedness. Most of the identified factors, 14 out of the 16, are acting mainly over one of the embeddedness modes studied (cultural, political, structural and cognitive), while two of them, because they are operating simultaneously on various modes of embeddedness, have been considered transversal factors.


EFs have, to a great extent, been recognized as major generators of positive externalities in the territories in which they are located, and to date, the literature has focused on the impact that firms and family firms have on regional development. However, how the territory conditions the embeddedness of these families, especially how it impacts on the EFs’ territorial embeddedness, remains unexplored. This paper proposes a framework of 16 factors that help to understand the embeddedness dynamics between EFs and territories, serving as a starting point for future research avenues. Additionally, regional policy makers may use it as a guidance to build policy mix that considers these territorial factors to boost EFs’ embeddedness.

Aragón-Amonarriz, C. & Iturrioz-Landart, C. (2020). How do family responsible ownership practices enhance social responsibility in small and medium family firms?. European Journal of Family Business, 10(1), 66-79.


This paper aims to measure the influence of the family responsible ownership practices on the socially responsible behaviour of family small and medium firms. To reach this purpose, we define six hypothesis and we apply an empirical testing of an integrative model. Based on a sample of 84 family SMEs, we use structural equation modelling to test for possible relationships within and between the constructs. This study reveals the relevance of the family responsible ownership practices as a driver that influences social responsible practices in family SMEs. The results confirmed that positive relationships exist between each of the following three antecedents: a) responsible management succession, b) responsible financial resource allocation and c) professionalism and social responsibility among family SMEs. Additionally, a positive relationship between family responsible ownership practices and family firm social responsibility was found.

Martinez-Sanchis, P. Aragón-Amonarriz, C; Iturrioz-Landart, C. (2020) How the Pygmalion Effect operates in intra-family succession: Shared expectations in family SMEs, European Management Journal, 38 (6), 914-926.


The Pygmalion Effect is a case of the self-fulfilling prophecy, whereby the expectations of leaders influence the performance of followers (Avolio, Walumbwa, & Weber, 2009; Rosenthal, 1993). Intra-family succession processes, which are hardly ever formalised in small- and medium-sized family enterprises, provide a natural context to explore the perceptions that predecessors have about their successors and where the Pygmalion Effect is expected to occur. However, little is known about how a predecessor’s expectations can affect intra-family firm succession processes. Based on qualitative interviews with key family and non-family members, expectations were analysed in four in-depth case studies of intra-family SME succession processes. The findings show that the Pygmalion Effect operates over time and embraces incumbent, successor, and key stakeholders’ expectations, which support the new leader when facing succession-related challenges.

Aragón-Amonarriz, C., Arredondo, A. M., & Iturrioz-Landart, C. (2019). How can responsible family ownership be sustained across generations? A family social capital approach. Journal of Business Ethics, 159(1), 161-185.


Responsible family ownership (RFO) is a combination of the family’s commitment to the family-firm’s (FF’s) stakeholders in the long term and the explicit behaviour of the family members associated with the firm. However, families are not individuals but rather a system of relationships among family members. In such a context, misunderstandings in communication, anachronistic mentalities and different value systems can block the intergenerational transmission of RFO. Consequently, the responsibility of the family towards the FF’s stakeholders may be damaged and the firm’s socially responsible behaviour hindered. This paper aims to identify how RFO is transferred across generations and to ascertain the role that family social capital (FSC) plays in preserving the transmission of RFO from generation to generation. Our research is based on three in-depth case studies of Mexican family-owned small- and medium-sized enterprises. First, the paper identifies and contrasts a set of FSC-specific factors and problems which play a relevant role in the transmission of RFO while recognizing the influence of the mutually reinforcing dynamics of FSC dimensions. Secondly, the family’s honourableness (Aβländer in J Bus Ethics 116(4):751–767, 2013) is identified as a key driver for sustaining the transmission of RFO. Finally, the paper identifies RFO institutionalization required to face the intrinsic problems of transmitting RFO in growing families.

Aragon Amonarriz, C., & Iturrioz Landart, C. (2016). Responsible family ownership in small‐and medium‐sized family enterprises: An exploratory study. Business Ethics: A European Review, 25(1), 75-93.

The concept of responsible ownership was originally developed with reference to large, publicly held firms. However, the relevance of small‐ and medium‐sized closely held firms, such as family firms, in all economies and the specific governance and organisational characteristics of these firms require further examination of the responsible ownership concept and its operationalisation. Based on the existing literature, we define the construct of responsible family ownership to fill this gap in responsible ownership theory. We propose a scale that can be used to assess the responsible family ownership construct in small‐ and medium‐sized family enterprises. The data used in this exploratory study were collected in an ad hoc survey answered by a representative sample of 84 small‐ and medium‐sized family enterprises. The study contributes to the responsible ownership literature by presenting the responsible family ownership construct, a key driver of balance in family and firm systems that is therefore critical to the health of small‐ and medium‐sized family enterprises. In addition, a scale is proposed as a means to operationalise the construct and to derive practical implications for the governance of this kind of firms.