The Family Business Forum is dedicated to serving its membership with opportunities to learn and grow through the personal and business challenges that they face. Our partners play an important role in this mission, and their expertise and support is invaluable.
(Since 1995)
As San Diego's oldest and largest privately held insurance brokerage and risk management consulting firm, Barney & Barney offers a wide variety of custom tailored insurance services and products to assist family and closely held businesses manage their risk and insure their bottom line. With over 210 insurance specialists, the firm can respond to a wide variety of needs of family businesses regardless of their size. Barney & Barney offers such unique services as workers' compensation consulting and advocacy, claims management, loss prevention programs, employee benefits solutions, retirement planning and more. Barney & Barney is the proud recipient of the 2004 Better Business Bureau's Torch Award for Marketplace Ethics, the Insurance Agents & Brokers of America "Best Practices Award" and the PAR Excellence Award in recognition of our exemplary client service and quality management.
Visit us at www.barneyandbarney.com
Gatto, Pope & Walwick, LLP was founded in 1983 on the belief that personalized service is the key to a beneficial relationship between the client and the firm. Our commitment to our clients is the trademark by which we are recognized.
We are renowned for our ability to solve problems and provide solutions for our clients. Our associates work with you and keep you involved and informed, and all recommendations are made with your needs in mind. At Gatto, Pope & Walwick, LLP, we believe that long-term relationships with clients are mutually beneficial. That's why we take the time to learn about your business - so that we can provide comprehensive service not only today but tomorrow as well.
In this changing world where specialization is now common, it is often difficult to keep up with the changes and to determine how they affect your business. In the area of accounting, let Gatto, Pope & Walwick, LLP provide that service. Our involvement in the financial industry allows us to keep close watch on the changing economic and financial marketplace. We provide current, relevant information so that you can make critical decisions in a timely manner.
Visit us at www.gpwcpas.com
As San Diego's oldest and largest law firm, Luce Forward offers a wide variety of legal services to assist family and closely held businesses achieve their goals and objectives. With over 170 attorneys and four offices throughout California, the firm can respond to the varied needs of family businesses regardless of the size or complexity of the legal issue. Luce Forward provides such services as corporate/securities, intellectual property/technology, trusts and estates, employment, tax, litigation and real estate services. The attorneys have earned a reputation for timely, cost efficient representation.
Visit us at www.luce.com
(Since 2003)
Regents Bank has built a solid community banking foundation focused on serving area businesses. We are familiar with the needs and unique issues of family-owned businesses and have a team of banking professionals with decades of local business experience that stand ready to serve you. Our bankers have a unique understanding and appreciation for the entrepreneurial risks and important business decisions that family business owners must make to effectively compete in today's fast paced and ever changing business environment. As a privately owned bank, co-founded by a team of local banking professional/entrepreneurs, we think like business owners because we are entrepreneurs ourselves. We have a deep understanding of the challenges you face, and can offer solutions drawn from our own experience in building a successful banking company in a highly competitive industry.
Visit us at www.regentsbank.com
(Since 1994)
As one of the largest commercial banks in California, with assets of more than $46 billion, Union Bank of California has earned a solid reputation for providing financial expertise and superior customer service to a broad range of corporations, small businesses, government entities, non-profit organizations and consumers.
We specialize in financing and banking solutions for our business customers, meeting their current goals and long-range strategies. Union Bank offers comprehensive cash management services, combining the speed of innovative online technology with highly personalized service. Businesses can also take advantage of real estate financing, investments and financial management, business insurance and trust services.
Headquartered in San Francisco, Union Bank maintains 282 branches throughout California, Washington and Oregon. The Bank operates 20 international offices, principally along the Pacific Rim. For international business needs, Union Bank offers a wide range of services, including trade finance, foreign exchange and global custody.
No matter what stage your business is in, we have the resources to help you realize your financial goals and objectives.
Visit us at www.uboc.com
© Union Bank of California, N.A. Member FDIC
If you are interested in partnering with USD's Family Business Forum,
please contact Jodi Waterhouse directly at jodiw@sandiego.edu or (619) 260-4231.
