Financial Education Center

2023 Family Business Symposium - Defining Success in Family Businesses

Josh Baron, Senior Lecturer, Harvard Business School and Co-Founder, BanyanGlobal, explores what it means to define success in a family business. Watch Baron's presentation and his discussion with family business owners on navigating strategy and metrics to define success. 

Year-End Tax Planning: An Explanation of Tax-Loss Harvesting

As we approach the year-end, seasoned advisors are gearing up for the annual ritual of tax-loss harvesting, a strategic maneuver aimed at optimizing client portfolios. As we delve into this year's year-end maneuvers, our aim is to approach the process with wisdom, finesse, and the understanding that our clients’ portfolios and overall tax circumstances differ.

2023 Family Business Symposium - Keeping the Magic Alive: Developing Longevity in Family Businesses

Family business panelists, along with Dennis Jaffe, discuss preparing the next generation of their business, how they handle complications, and how they keep family harmony to promote longevity in the family business.

2023 Family Business Symposium - Building a Lasting Legacy: The Tenets of Multigenerational Family Businesses

Dennis Jaffe, Senior Research Fellow at BanyanGlobal Family Business Advisors, shares his findings after interviewing fourth generation family businesses across 20 countries during the 2023 Family Business Symposium.

2023 Family Business CEOs to Watch

First Bank's Center for Family-Owned Businesses is thrilled to announce two of our close family business friends as 2023 Family Business Magazine CEOs to Watch!

Active Versus Passive Portfolio Management: Which Investment Method Is Right for You?

A common debate among investment forums is regarding the merits of active versus passive portfolio management. Whatever method an investor chooses, they will need to weigh their financial goals, the time horizon, and risk tolerance into their strategic long-term asset allocation approach.