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“The Pacific Institute for Family Business has been helpful to bring out family together and has provided good insight into meeting our challenges for the future.”
– John Micheletti, Micheletti and Associates Insurance Services

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209.946.3912 or 888.439.2867
FAX 209.946.2586
Peter Johnson
Institute for Family Business
Eberhardt School of Business
3601 Pacific Avenue
Stockton, California 95211


Our partners are committed to family businesses by providing sponsorship dollars, expertise, potential members, and other resources needed to assure the success of the program. 

Central Valley, North Bay and San Francisco Partners

Central Valley Community Bank Established in 1980, Central Valley Community Bank serves the San Joaquin Valley with 20 full-service offices. Our reputation for superior banking service has been built by "investing in relationships" and delivering the financial products desired and advocacy needed by family-owned businesses, professionals, and individuals. Our experienced bankers live, work and have a deep understanding of the Valley and its valued industries from agribusiness to manufacturing and everything in between and we are committed to helping both grow and thrive. Contact us at (800) 298-1775 or visit us at

evolve Logo We partner with you to have the difficult conversations within your family business. We can assist with the succession from one generation to the next - from selecting the next CEO to the development of your key leaders. Creating a system of governance - Family Council, Board of Directors and Executive Management - is crucial to your success. Contact partner, Lois Lang at or 209.952.1143.
Exchange Bank Logo Since its founding in 1890, Exchange Bank has provided outstanding customer service and experienced a long history of financial success. Our belief that our employees and customers are our most valuable assets has won Exchange Bank several community-voted awards including Best Company To Do Business With and Best Place to Work. We offer a full line of personal and business banking products and services from checking and savings to loans and online banking.
JMBM logo The lawyers of Jeffer Mangels Butler & Mitchell LLP provide a full range of legal services to middle market companies and high-net-worth persons. We represent family businesses, including entity formation, formation of family offices, business succession planning, estate planning, staff issues, and real estate matters. We advise on the purchase and sale of luxury homes, aircraft and watercraft. For middle market companies, our services include a broad range of corporate matters including the purchase and sale of companies, intellectual property, employment, real estate, and related issues. We vigorously advocate our clients' interests in litigation. For more information contact Bridget Harris or L. Randolph Harris
Moss-Adams Logo Moss Adams LLP is the 11th largest accounting and consulting firm in the United States, and the largest headquartered in the West. Founded in 1913 and headquartered in Seattle, Washington, Moss Adams has 21 locations in Washington, Oregon, California, Arizona, and New Mexico. Our staff of over 1,800 includes more than 240 partners.  Moss Adams provides accounting tax, and consulting services to public, private, and nonprofit enterprises in many different industries. Contact Moss Adams LLP in San Francisco, Santa Rosa or Stockton.
Neumiller & Beardsless Logo Neumiller and Beardslee, founded in 1903, has been instrumental in the major events which have shaped the region's economy, such as fighting to bring what is now known as the Union Pacific Railroad to the region, the construction and filling of the new Melones Dam, and the construction of Stockton's municipal water treatment plant.  Contact Neumiller and Beardslee.
New York Life Logo Richard R. Paulsen, a New York Life Agent, using a team approach is structured to provide concentrated, individualized services to clients who have the need for asset protection; and estate, business, and charitable legacy planning. Contact Rick Paulsen, at LinkedIn or by E-mailCalifornia Insurance License #0640814.