Family-Owned Businesses

When your company’s success is a family affair, California Bank & Trust’s education and financial advisory services help you manage growth now and transitions in the future.

Family Businesses

Home to family-owned business banking for over 60 years.

Family-owned businesses play a key role in California’s economy. It’s why California Bank & Trust, as one of the state’s leading business banks, offer leading-edge financial solutions serving family-owned businesses.

We offer our family-owned business clients a commercial relationship officer whose sole focus is on their unique financial challenges. Spanning needs from operations to management and transfer of ownership, our offerings are comprehensive – just like the dynamics of a family-owned business:

  • Succession, estate and tax planning
  • Transition planning
  • Generational considerations
  • Use of non-family professional managers
  • Buy-sell arrangements
  • Financial or cash flow modeling
  • Wealth and asset management
  • Businesses involving multiple heirs
  • Liquidity for second- or third-generation owners

Full Access to the Family Business Consulting Group

With the resources of our consulting group, you’ll learn to create structures and processes to protect the integrity of the enterprise and the family:

  • Operations
  • Communication and conflict resolution
  • Employment strategies
  • Valuation and sale of the family-owned business
  • Insurance planning
  • Investment and trust services
  • Next generation planning
  • Exit strategies

Additional Resources

We’re here to help with family-owned business banking — and to help you help yourself. Be sure to use our online and informational resources to keep your business growing, prospering and viable for generations to come.