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. 

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!

2023 Family Business Symposium - Leaving a Legacy: What Are the Purposes Your Family Business Serves?

First Bank's Center for Family-Owned Businesses held the Family Business Symposium on October 19-20, 2023. Watch Mike Dierberg's symposium introduction "Leaving a Legacy: What are the Purposes Your Family Business Serves?"

The Progenitor’s Dilemma: Avoiding Entitlement When Transferring Wealth

This article discusses strategies that parents and grandparents may use to help leave a legacy of empowerment and not entitlement with their transfer of wealth.