Family Business Center

The Family Business Breakfast Series is our most popular event, with about 200 family business attendees each month. It is a safe place for families to tackle unique issues. The 2021-22 Family Business Breakfast Season is set:

2021-22 Season:

• September 10: Leadership Changes for a Changing World
• October 29: Using Your Family's Values for Business Gain
• December 10: Finding & Keeping Key Non-family Employees
• January 21: Bridging Family and Business Decisions
• February 25: Rights & Responsibilities of Owners
• April 8: The Science of Family Communication and Stronger Relationships
• May 13: Family Readiness for Transitions

Season Memberships cost $1,250, which grant access for all family members to all Breakfast Series events. For families that are not members, the cost is $200 per family, per event. First-time families are invited to join us at no cost.

Questions? Contact center director Jon Keimig, jon.keimig@stthomas.edu.

In these full-day seminars led by family business experts, gain practical tools to improve decision-making in your business. Learn alongside other business families. Topics include governance, succession planning, financial basics and entrepreneurship. To learn about upcoming seminars and inquire about cost, please contact us.

Family Business Financial Basics - March 30. 2022
Family businesses all get financial statements, but do all family members "get" financial statements? If you or someone in your family business doesn't understand the financials of your company or how to read the spreadsheets your accountant sends you, the one-day Ownership Academy: Financial Basics course can help.

Join a roundtable with peers who share similar family business roles. Participate in confidential discussions about critical family and business issues, and help each other to navigate and overcome challenges. The center offers four groups (CEO/owner, next generation, women in family business and non-family executives) that meet up to 10 times a year, up to three hours each time. The annual cost is $950 per person. To ensure that you and your preferred roundtable will be a good fit, you must submit an application. For details, please contact us.

St. Thomas students can take courses in the family business. Through practical and experiential learning, as well as engagement with a family business, students will learn to be an effective part of their family business or have the tools to help guide someone else's. Learn what makes family businesses unique and harness the dynamics, values and history to create a competitive advantage.

The Adviser Engagement Luncheon allows family business advisers like bankers, accountants, financial planners, attorneys, psychologists and coaches to learn together about topics that will help them better serve their family business clients and build their professional networks. Adviser firms can purchase a table of eight, to bring clients, colleagues and partners or purchase individual seats to learn with their peers. This group meets three times per year.

Upcoming Luncheons:

Entering the Family Business
Panel Discussion
Tuesday, May 17, 2022

Whether your family is experiencing hardship in personal relationships, succession planning or has a general need for financial planning, an adviser can add value to your business family. Learn what to look for in an adviser and see a list of recommended advisers.