Family-Owned and Closely-Held Bank Strategies

Many of the community banks in the United States can be considered family or closely held institutions. These institutions have a unique set of challenges and opportunities. This presentation will address these challenges as they relate to the family, the board, and management of these closely-held/family-owned institutions.

Learning Objectives:

• Discover the challenges for family-owned and closely-held institutions.
• Learn how these challenges relate to each role.
• Discover the opportunities for family-owned and closely-held institutions.
• Learn best practices specific to your type of institution.

Duration: 60-minutes

Who Should Attend: Executives, C-Suite, Directors

Instructor(s): Philip Smith, Chairman & CEO, Gerrish Smith Tuck, PC Attorneys and Consultants

Recorded: Apr. 24, 2025.