Financial Education Center

Moving a Family Business Beyond the Founder’s Vision

This article discusses how a founding family member establishing and growing a successful business is only the first step. The next generation of leaders need to strategize and reestablish what business they are in, what the goals will be, and how to achieve this new path.

The Women Leading the World’s Largest Family Enterprises

According to the article, “The Women Leading the World’s Largest Family Enterprises,” written by Lee Hoverd and originally published in Tharawat Magazine, there is a rise of women in leadership positions in America, however, that same presence has not yet been met globally.

Transitioning the Business: Building Your Legacy

This article, “Building Your Legacy,” written by Joshua Nacht and originally published in Family Business Magazine, discusses the process in which multi-generational family businesses develop a sustainable legacy.

Educating the Next Generation

Charlie Rhomberg shares how Crescent Electric Supply overcomes the challenges of keeping over 100 shareholders across seven family branches informed and on the same page.

The Inheritance Experience

This article discusses the different experiences of family business wealth inheritors. For some, the experience gives them purpose. For others, wealth is a double-edge sword. Find out how to guide the next generation to find a meaningful path of their own.

Webinar: Finding the Right Level of Conflict in Your Family Business

Presented by the First Bank Center for Family-Owned Businesses and Josh Baron of Harvard Business School and BanyanGlobal Family Business Advisors, the webinar, “Finding the Right Level of Conflict in Your Family Business” discusses how family businesses can manage conflict to find a “Goldilocks Zone.”