Stanford Graduate School of Business (USA)
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Schroder Family (A): Personal Wealth, Family, and Estates
Parker, G; Rappaport, A,, Foroughi, JCase SGSB-F306A-ECorporate Governance, FinancePaul Schroder had recently celebrated his sixty-eighth birthday and was beginning to feel his age. While he recognized that there were many good years ahead, he also realized that it was not too early to begin to think seriously about his retirement and his estate. For years, he had been encouraged to make a careful estate plan, but he always put it off, thinking that he would take care of it at a later time. Now was that later time. This case d...Starting at €8.20
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Schroder Family (B): Investment Strategy ad Asset Allocation
Parker, G; Rappaport, A,, Foroughi, JCase SGSB-F306B-ECorporate Governance, FinanceHaving identified his “needs and dreams,” Paul Schroder had to figure out what to do next. Putting emotions aside, he needed to identify the best options to come up with the required amounts of liquidity at the right times. As Schroder thought through the issues, he viewed his company, Travel Imagination, as the key to his goals. He could continue to manage and own the business, but he was concerned about this asset’s concentration and unpredic...Starting at €5.74
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Total Venture Design: Creating and Delivering Value
Holloway, Charles; Montgomery, LucyCase SGSB-E823-EEntrepreneurshipCharles Holloway, founder of Stanford’s Center for Entrepreneurial Studies, shares his reflections and learnings on entrepreneurship in this teaching note. Designed to be a hands-on tool for aspiring entrepreneurs, this playbook will frame key questions and provide frameworks to assist in building new ventures.Starting at €8.20
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The Decision
Parker, G; Rappaport, A; Foroughi, JCase SGSB-F310-ELeadership and People ManagementSarah would soon graduate from Stanford GSB, and had received entry-level job offers from a number of wealth management firms. A tech-savvy Millennial, she wanted a career that would provide both intellectual challenges and a healthy work/life balance. She had five job lucrative offers to evaluate, and needed to weigh her options carefully. This case describes a hypothetical scenario of a student deciding which wealth management firm is the b...Starting at €8.20