If you’re just getting started or have decided it’s time to start building up your short or longer-term savings, you may be wondering if a traditional savings account, a high-yield savings account, or a Certificate of Deposit (CD) is the right solution for you. Let’s take a closer look at three popular, non-retirement savings options.
Dovetail Furniture opened its doors 30-years ago, led by co-founders Charlie Shaw and Ted Einstein. Barbara Einstein, Ted’s wife, later joined the organization and is credited with helping the company evolve creatively.
Join an exclusive webinar, hosted by the First Bank Center for Family-Owned Businesses, that dives into the shift in family business organizational culture that happens through intentional events, like succession, mergers, acquisitions, and leadership change as well as accidental events, like pandemics, death, divorce, and other outside factors that often create change. This is Part 1 of a two-part series.
In order to thrive in this highly-competitive environment, new and existing business owners need to find ways to be creative, authentic, and engaging.
At First Bank, we celebrate like-minded, family-owned businesses that have survived and thrived through multiple generations of change. Now, in its fourth generation, First Bank has also done just that.
Join Tom Crotty, Practice Leader of Sensiba San Filippo, a leading San Francisco Bay Area accounting and business consulting firm, as he unpacks the questions surrounding the family office, if your family needs a family office, how to choose a family office, if your Chief Financial Officer (CFO) should run your family office, and more.