No Todos los Propietarios Familiares son Iguales: Modelo Conceptual, Instrumento de Medición y Aplicación de Autoevaluación para Identificar Estilos de Propietarios Familiares
DOI:
https://doi.org/10.24310/ejfb.15.1.2025.21758Palabras clave:
Propiedad familiar, Estilo de propietario familiar, Empresa familiar, Autoevaluación, Tipología de propietarios familiaresResumen
Suele asumirse que la propiedad familiar —compuesta por individuos que comparten una historia y valores comunes— es homogénea. Sin embargo, los propietarios familiares presentan patrones diversos de implicación con la propiedad, debido a diferencias en sus roles, objetivos, necesidades y expectativas dentro de la familia y de la empresa. Aún existe una comprensión limitada sobre la naturaleza de la heterogeneidad entre los miembros de la familia en relación con la propiedad. Para avanzar en esta línea de investigación, el artículo adopta un enfoque configurativo para desarrollar una tipología de estilos de propietarios familiares basada en una perspectiva psicológica y validarla empíricamente. El modelo de clasificación propuesto combina dos estados psicológicos —intención de mayordomía-agencia y motivación de cosecha-creación— que permiten identificar cuatro estilos distintos de propietarios familiares: activos, intraemprendedores, emprendedores y desvinculados. Además, con el fin de conectar el ámbito académico con la práctica, el estudio presenta una aplicación gratuita de autoevaluación que permite a los propietarios familiares identificar su propio estilo de propiedad.
Descargas
Referencias
Aguilera, R. V., & Jackson, G. (2003). The Cross-National Diversity of Corporate Governance: Dimensions and Determinants. The Academy of Management Review, 28(3), 447–465. https://doi.org/10.5465/amr.2003.10196772 DOI: https://doi.org/10.2307/30040732
Aguilera, R. V, & Crespi-Cladera, R. (2016). Global corporate governance: On the relevance of firms’ ownership structure. Journal of World Business, 51(1), 50–57. https://doi.org/10.1016/j.jwb.2015.10.003 DOI: https://doi.org/10.1016/j.jwb.2015.10.003
Al-Dajani, H., Bang, N. P., Basco, R., Calabrò, A., Cheng, J. C. Y., Clinton, E., … Garcia-Lorenzo, L. (2024). A multi-voiced account of family entrepreneuring research: expanding the agenda of family entrepreneurship. International Journal of Entrepreneurial Behavior & Research, 30(9), 2185–2233. https://doi.org/10.1108/IJEBR-05-2023-0516 DOI: https://doi.org/10.1108/IJEBR-05-2023-0516
Aparicio, G., Ramos, E., Casillas, J. C., & Iturralde, T. (2021). Family business research in the last decade. A bibliometric review. European Journal of Family Business, 11(1), 33–44. https://doi.org/10.24310/ejfbejfb.v11i1.12503 DOI: https://doi.org/10.24310/ejfbejfb.v11i1.12503
Arteaga, R., & Basco, R. (2023). Disentangling family firm heterogeneity: Evidence from a cross-country analysis. European Journal of Family Business, 13(2), 162–181. https://doi.org/10.24310/ejfb.13.2.2023.17638 DOI: https://doi.org/10.24310/ejfb.13.2.2023.17638
Baron, J., & Lachenauer, R. (2021). Harvard business review family business handbook: How to build and sustain a successful, enduring enterprise. Harvard Business Press.
Basco, R. (2023). Family Business Management. Routledge. https://doi.org/10.4324/9781003273240 DOI: https://doi.org/10.4324/9781003273240
Basco, R., Bassetti, T., Muñoz-Bullón, F., & Sanchez-Bueno, M. J. (2023). Euro adoption and intra-European Union exporters’ productivity: Differences between family and non-family firms. European Research on Management and Business Economics, 29(3), 100226. https://doi.org/https://doi.org/10.1016/j.iedeen.2023.100226 DOI: https://doi.org/10.1016/j.iedeen.2023.100226
Basco, R., & Gómez González, J. (2022). Antecedents of next generation succession intention in family businesses: a cross-country analysis. European Journal of International Management, 1. https://doi.org/10.1504/EJIM.2022.10051782 DOI: https://doi.org/10.1504/EJIM.2022.10051782
Basco, R., Rodriguez Escudero, A. I., Martin-Cruz, N., & Barros-Contreras, I. (2021). The combinations of market and non-market strategies that facilitates family firm survival. Entrepreneurship Research Journal, 11(3), 245–286. https://doi.org/10.1515/erj-2019-0258 DOI: https://doi.org/10.1515/erj-2019-0258
Bernhard, F. (2024). Psychological Ownership (pp. 359–360). Cheltenham, UK: Edward Elgar Publishing. https://doi.org/10.4337/9781800888722.ch90 DOI: https://doi.org/10.4337/9781800888722.ch90
Bhagat, S., Black, B., & Blair, M. (2004). Relational Investing And Firm Performance. Journal of Financial Research, 27(1), 1–30. https://doi.org/https://doi.org/10.1111/j.1475-6803.2004.00075.x DOI: https://doi.org/10.1111/j.1475-6803.2004.00075.x
Blanco-Mazagatos, V., de Quevedo-Puente, E., & Delgado-García, J. B. (2016). How agency conflict between family managers and family owners affects performance in wholly family-owned firms: A generational perspective. Journal of Family Business Strategy, 7(3), 167–177. https://doi.org/https://doi.org/10.1016/j.jfbs.2016.07.003 DOI: https://doi.org/10.1016/j.jfbs.2016.07.003
Borralho, J., & Duarte, M. I. (2022). Determinants of Dividend Payout in Unlisted Spanish Family and Non-Family Firms. European Journal of Family Business, 12(2), 124-136. https://doi.org/10.24310/ejfbejfb.v12i2.14572 DOI: https://doi.org/10.24310/ejfbejfb.v12i2.14572
Boyd, B. K., & Solarino, A. M. (2016). Ownership of Corporations: A Review, Synthesis, and Research Agenda. Journal of Management, 42(5), 1282–1314. https://doi.org/10.1177/0149206316633746 DOI: https://doi.org/10.1177/0149206316633746
Brockner, J., Higgins, E. T., & Low, M. B. (2004). Regulatory focus theory and the entrepreneurial process. Journal of Business Venturing, 19(2), 203–220. https://doi.org/https://doi.org/10.1016/S0883-9026(03)00007-7 DOI: https://doi.org/10.1016/S0883-9026(03)00007-7
Broekaert, W., Henssen, B., Lambrecht, J., Debackere, K., & Andries, P. (2018). Limits to psychological ownership in the family business. Journal of Family Business Management, 8(2), 196–216. https://doi.org/10.1108/JFBM-12-2017-0042 DOI: https://doi.org/10.1108/JFBM-12-2017-0042
Chrisman, James J. (2019). Stewardship Theory: Realism, Relevance, and Family Firm Governance. Entrepreneurship Theory and Practice, 43(6), 1051–1066. https://doi.org/10.1177/1042258719838472 DOI: https://doi.org/10.1177/1042258719838472
Clark, E. (2022). Your Family Business’s Resiliency Depends on Its Structure. Harvard Business Review. Retrieved from https://hbr.org/2022/10/your-family-businesss-resiliency-depends-on-its-structure
Corbetta, G., & Salvato, C. (2004). Self-serving or self-actualizing? Models of man and agency costs in different types of family firms: A commentary on “comparing the agency costs of family and non-family firms: Conceptual issues and exploratory evidence.” Entrepreneurship Theory and Practice, 28(4), 355–362. https://doi.org/10.1111/j.1540-6520.2004.00050.x DOI: https://doi.org/10.1111/j.1540-6520.2004.00050.x
Daily, C. M., Dalton, D. R., & Cannella, A. A. (2003). Introduction to special topic forum corporate governance: Decades of dialogue and data. Academy of Management Review, 28(3), 371–382. https://www.jstor.org/stable/30040727 DOI: https://doi.org/10.2307/30040727
David, P., O’Brien, J. P., Yoshikawa, T., & Delios, A. (2010). Do Shareholders or Stakeholders Appropriate the Rents from Corporate Diversification? The Influence of Ownership Structure. Academy of Management Journal, 53(3), 636–654. https://doi.org/10.5465/amj.2010.51469005 DOI: https://doi.org/10.5465/amj.2010.51469005
Davis, J. H., Schoorman, F. D., & Donaldson, L. (1997). Toward a stewardship theory of management. Academy of Management Review, 22(1), 20–47. https://www.jstor.org/stable/259223 DOI: https://doi.org/10.2307/259223
Di Loreto, N. (2024). 5 Kinds of Ownership Roles in a Family Business. Harvard Business Review. Retrieved from https://hbr.org/2024/03/5-kinds-of-ownership-roles-in-a-family-business
Dyer, G. (2021). My Forty Years in Studying and Helping Family Businesses. European Journal of Family Business, 11(1), 56-63. https://doi.org/10.24310/ejfbejfb.v11i1.12768 DOI: https://doi.org/10.24310/ejfbejfb.v11i1.12768
Eisenhardt, K. (1989). Agency theory: An assessment and review. Academy of Management Review, 14(1), 57–74. https://www.jstor.org/stable/258191 DOI: https://doi.org/10.2307/258191
Felin, T., Foss, N. J., & Ployhart, R. E. (2015). The Microfoundations Movement in Strategy and Organization Theory. Academy of Management Annals, 9(1), 575–632. https://doi.org/10.5465/19416520.2015.1007651 DOI: https://doi.org/10.5465/19416520.2015.1007651
Hair, J. F., Black, W. C., Babin, B. J., & Anderson, R. E. (2010). Multivariate data analysis (7th ed.). Upper Saddle River: Pearson.
Hair, J. F., Hult, T., Ringle, C., & Sarstedt, M. (2022). A Primer on Partial Least Squares Structural Equation Modeling (PLS-SEM) (3rd ed.). Thousand Oaks, CA: Sage Publishing. DOI: https://doi.org/10.1007/978-3-030-80519-7
Hambrick, Donald C. (1984). Taxonomic Approaches to Studying Strategy: Some Conceptual and Methodological Issues. Journal of Management, 10(1), 27–41. https://doi.org/10.1177/014920638401000104 DOI: https://doi.org/10.1177/014920638401000104
Hernandez, M. (2012). Toward an understanding of the psychology of stewarship . Academy of Management Review, 37(2), 172–193. https://doi.org/10.5465/amr.2010.0363 DOI: https://doi.org/10.5465/amr.2010.0363
Higgins, E. T. (1997). Beyond pleasure and pain. American Psychologist, 52(12), 1280-1300. https://doi.org/10.1037/0003-066X.52.12.1280 DOI: https://doi.org/10.1037//0003-066X.52.12.1280
Higgins, E. T. (2012). Regulatory focus theory. In Handbook of theories of social psychology, Vol. 1 (pp. 483–504). Thousand Oaks, CA: Sage Publications Ltd. https://doi.org/10.4135/9781446249215.n24 DOI: https://doi.org/10.4135/9781446249215.n24
Higgins, E. T., Nakkawita, E., & Cornwell, J. F. M. (2020). Beyond outcomes: How regulatory focus motivates consumer goal pursuit processes. Consumer Psychology Review, 3(1), 76–90. https://doi.org/https://doi.org/10.1002/arcp.1052 DOI: https://doi.org/10.1002/arcp.1052
Kallmuenzer, A. (2015). Agency Theory and the Family Business. In M. Nordqvist, L. Melin, M. Waldkirch, & G. Kumeto (Eds.), Theoretical Perspectives on Family Businesses (pp. 57–77). UK: Edward Edgar. https://doi.org/10.4337/9781783479665 DOI: https://doi.org/10.4337/9781783479665.00011
Ma, X., Yiu, D. W., & Zhou, N. (2014). Facing global economic crisis: Foreign sales, ownership groups, and corporate value. Journal of World Business, 49(1), 87–100. https://doi.org/https://doi.org/10.1016/j.jwb.2013.02.002 DOI: https://doi.org/10.1016/j.jwb.2013.02.002
Madison, K., Holt, D. T., Kellermanns, F. W., & Ranft, A. L. (2016). Viewing Family Firm Behavior and Governance Through the Lens of Agency and Stewardship Theories. Family Business Review, 29(1), 65–93. https://doi.org/10.1177/0894486515594292 DOI: https://doi.org/10.1177/0894486515594292
Martinez Garcia, I., Boubakri, N., Gomez-Anson, S., & Basco, R. (2022). Ownership Concentration in the Gulf Cooperation Council. International Journal of Emerging Markets, 17(1), 219–252. https://doi.org/10.1108/IJOEM-03-2020-0290 DOI: https://doi.org/10.1108/IJOEM-03-2020-0290
Memili, E., Singal, M., & Barrédy, C. (2016). Family governance and family firm outcomes. Journal of Family Business Management, 6(2), 1-4. https://doi.org/10.1108/JFBM-05-2016-0010 DOI: https://doi.org/10.1108/JFBM-05-2016-0010
Meyer, A. D., Tsui, A. S., & Hinings, C. R. (1993). Configurational Approaches to Organizational Analysis. Academy of Management Journal, 36(6), 1175–1195. https://doi.org/10.5465/256809 DOI: https://doi.org/10.2307/256809
Miller, Danny. (2017). Challenging trends in configuration research: Where are the configurations? Strategic Organization, 16(4), 453–469. https://doi.org/10.1177/1476127017729315 DOI: https://doi.org/10.1177/1476127017729315
Miller, D., & Le Breton-Miller, I. (2006). Family Governance and Firm Performance. Familiy Business Review, 19(1), 73–87. https://doi.org/10.1111/j.1741-6248.2006.00063.x DOI: https://doi.org/10.1111/j.1741-6248.2006.00063.x
Pieper, T. M. (2010). Non solus: Toward a psychology of family business. Journal of Family Business Strategy, 1(1), 26–39. https://doi.org/10.1016/j.jfbs.2010.02.003 DOI: https://doi.org/10.1016/j.jfbs.2010.02.003
Sacristán-Navarro, M., Cabeza-García, L., Basco, R., & Gomez-Anson, S. (2022). It’s all about culture! Institutional context and ownership concentration across Europe. European Management Journal. 40(2), 194-207 https://doi.org/https://doi.org/10.1016/j.emj.2021.06.001 DOI: https://doi.org/10.1016/j.emj.2021.06.001
Sacristán-Navarro, M., Martínez-García, I., Basco, R., & Gómez-Ansón, S. (2025). Context matters! Insights into family ownership of listed firms across Europe. Review of Regional Research, 45, 1–43. https://doi.org/10.1007/s10037-024-00220-0 DOI: https://doi.org/10.1007/s10037-024-00220-0
Schulze, W. S., Lubatkin, M. H., Dino, R. N., & Buchholtz, A. K. (2001). Agency relationships in family firms: Theory and evidence. Organization Science, 12(2), 99–116. https://doi.org/10.1287/orsc.12.2.99.10114 DOI: https://doi.org/10.1287/orsc.12.2.99.10114
Snow, C. C., Miles, R. E., & Miles, G. (2005). A configurational approach to the integration of strategy and organization research. Strategic Organization, 3(4), 431–439. https://doi.org/10.1177/1476127005057965 DOI: https://doi.org/10.1177/1476127005057965
Tàpies, J. (2021). Types of shareholders in family-owned firms. Retrieved from https://blog.iese.edu/family-business/2021/types-of-shareholders-in-family-owned-firms/
Uhlaner, L. M. (2024). Ownership (pp. 320–323). Cheltenham, UK: Edward Elgar Publishing. https://doi.org/10.4337/9781800888722.ch80 DOI: https://doi.org/10.4337/9781800888722.ch80
Verbeke, A., & Kano, L. (2012). The Transaction Cost Economics Theory of the Family Firm: Family-Based Human Asset Specificity and the Bifurcation Bias. Entrepreneurship Theory and Practice, 36(6), 1183–1205. https://doi.org/10.1111/j.1540-6520.2012.00545.x DOI: https://doi.org/10.1111/j.1540-6520.2012.00545.x
Villalonga, B., & Amit, R. (2020). Family ownership. Oxford Review of Economic Policy, 36(2), 241–257. https://doi.org/10.1093/oxrep/graa007 DOI: https://doi.org/10.1093/oxrep/graa007
Zeitoun, H., & Pamini, P. (2017). Relational Ownership and CEO Continuity: A Property Rights Perspective. British Journal of Management, 28(3), 464–480. https://doi.org/https://doi.org/10.1111/1467-8551.12223 DOI: https://doi.org/10.1111/1467-8551.12223
Descargas
Publicado
Dimensions
Número
Sección
Licencia
Derechos de autor 2025 Rodrigo Basco

Esta obra está bajo una licencia internacional Creative Commons Atribución-NoComercial-CompartirIgual 4.0.
Los derechos de autoría son de dos tipos: morales y patrimoniales, los cuales EJFB reconoce y respeta. Los derechos morales son los relacionados con el reconocimiento de autoría. Son prerrogativas perpetuas, irrenunciables, intransferibles, inalienables, inembargables e imprescriptibles como consecuencia del vínculo indivisible del autor/a y su obra. Los derechos patrimoniales son aquellos que se derivan de la reproducción, distribución, adaptación o comunicación pública de la obra, entre otros. Estos derechos patrimoniales son cedidos por EJFB a la Universidad de Málaga en acceso abierto.
Los autores y autoras que publican en EJFB reconocen que la revista se publica en completo acceso abierto y que está autorizada para reproducir, distribuir, difundir o comunicar el trabajo bajo una Licencia CC BY-NC-SA 4.0. Esto significa que usted es libre de compartir y adaptar este material bajo las condiciones siguientes:
- Reconocimiento — Debe reconocer adecuadamente la autoría, lo que implica el derecho de los autores y autoras a ser reconocidos y citados correctamente.
- No Comercial — No puede utilizar el material con fines comerciales.
- Compartir Igual — Si remezcla, transforma o construye sobre el material, debe distribuir sus contribuciones bajo la misma licencia que el original.


1.png)


26.png)