Dataset on Spanish medium-sized family firms: Linking socioemotional wealth, HRM practices, and financial indicators

This article presents a dataset on 508 medium-sized Spanish family firms, collected between March and June 2016 through structured telephone interviews with CEOs or HR directors. The questionnaire covered four dimensions: family involvement and socioemotional wealth (SEW), human resource management (HRM) practices, financial strategies, and managerial demographics. To complement survey data, financial indicators were extracted from the SABI ( Sistema de Análisis de Balances Ibéricos ) database (Bureau van Dijk). The dataset integrates subjective managerial assessments with objective firm-level information, offering a unique resource for research on family business management, HRM, and financial policies. Variables include firm ownership and management, generational structures, SEW priorities, human capital and HRM practices, financial goals and capital access, as well as managers’ demographic characteristics. The database is released in cleaned, anonymized, and fully documented form (together with the questionnaire and a detailed codebook), enabling replication, comparative studies, and meta-analyses on family firms and related organizational topics.