案件申请表格

新兴集团:乐善好施,凝聚家庭

案例编号 : UST017; UST017/SC
HBP产品 : ST17
作者 : 金乐琦 博士 ; 彭倩 博士 ; Dr Marta K. Dowejko
发布日期 : 11.03.2015

撮要

Edwin Lee, is a fourth generation member of the Lee family. He owns and runs Sun Hing Group, and is a board member of the Simon KY Lee Foundation. The Foundation was established in 1985 and managed by Edwin’s grandfather until his passing in 2010. Largely inspired by the family’s experience with other charitable organizations, it underwent a major reorganization to accommodate a business model where social innovation is central to the Foundation’s charitable activities, and where the entire multi-generational family volunteers to participate in the decision-making process. As next in line to be the senior decision maker, Edwin’s challenge is to reconcile his professional ambitions of making a large-scale social impact as a philanthropist with his family’s wish for him to become the guardian of the family’s business. The question is, to what extent Edwin should be involved simultaneously with the family business operations and The Simon KY Lee Foundation’s charitable activities in achieving his personal and family’s objectives and in ensuring the Foundation’s future development?

学习目标

After analyzing the case, students should be able to:

1. Distinguish between traditional and strategic approaches to philanthropy as a strategy for managing family succession and legacy; and
2. Understand how family philanthropy can act as a glue to keep a family together; and
3. Recognize a systematic approach to designing and managing modern philanthropic organizations.
 

公司/机构 Sun Hing Group
行业 philanthropy, disabled services, elderly services, healthcare, student residential projects
主要学科 Finance
主题 Family business, Charity, Community services, Family glue/ cohesion, Family values, Foundation, Legacy and succession, philanthropy, donation, passing the torch
地区 Hong Kong, Asia, Asia-Pacific
案例属性 Field
案例页数 22
教学笔记 17
补充资料 Case (in Simplified Chinese version)
出版者 HKUST
最近修订日期 10.02.2017