Our mission is for business families to flourish as individuals, families, and enterprises.

Since 1988 when Henry Landes founded our Center, we have considered it a special privilege to guide business families through the incredible natural complexity they face as they yearn for family harmony and business sustainability. Using our intergenerational, team-building process, we begin with educating business families. We then help them step into delicate conversations, understand their many options, and consider implications.

We passionately collaborate together to build individual and team muscle, develop structures and policies that are in alignment with their values and goals, forge commitments, and implement decisions which transform family relationships, align shareholder teams, and build sustainable enterprises.

Our Guiding Values

Whole-heartedness

We engage others with emotional maturity and mental clarity as we work toward measured results and healthy relationships, structures, functions, and roles to facilitate navigating multi-layered transitions.

Creative Adaptability

We bring deep curiosity and creative adaptability to our relationships and customized work with each person, family, and business.

Common Good

We seek the common good for individuals, families, and enterprises.

Let us help you succeed to the next generation.

Less than 15% of family businesses successfully transition to the third generation of ownership, even though they account for almost 80% of companies worldwide.

Our Journey

  • 1988

    Henry Landes starts Delaware Valley Family Business Center.

    He grew up in a thriving second-generation family business started by his grandparents in 1929. I.T. Landes continued to grow through 2nd, 3rd, and 4th generation ownership. In the 5th generation, the family elected to create an ESOP.

  • 1989

    Henry launches and leads multiple CEO Peer Groups.

  • 1992

    Sally (Landis) Derstine joins Henry to launch the Forum, a family business Learning Community serving diverse, multi-generational families throughout the tri-state area.

    Sally grew up in a family business founded by her grandparents in 1920. Gra-Brams Meats, Inc., was a second-generation sibling partnership that included her father.  

  • 1994

    Sally and Henry join The Family Firm Institute, Inc., an international association of professionals serving enterprising families.

  • 1996

    Henry establishes The Summit Group of leading national family business advisors.

  • 2000

    Sally and Henry develop a new model of team-based consulting.

    Henry serves as contributing editor of Family Business magazine, a leading international resource, until 2012.

  • 2002

    Peer Groups are formed to accelerate the development of Rising Generation leaders.

  • 2009

    Henry promotes Sally to Managing Director as he prepares to transition to the next generation.

  • 2010

    Sally creates the 5 MOUNTAIN™ Process, which is the foundation of our educational, peer group, and consulting work.

    Sally and Henry are founding members of the Kaleo Network of Family Business Advisors. “Kaleo”, Greek for “calling,” is a national collaboration of premier advisors to families-in-business and families of wealth.

  • 2012

    Henry invites Sally to join him as a partner, another step in the intergenerational transition.

  • 2013

    Henry, Sally, and Scott Hackman engage in an “intergenerational” planning process supported by outside advisors.

  • 2014

    Henry transfers full ownership. Sally becomes majority shareholder and continues as the Managing Partner.

  • 2015

    Sally is awarded Fellow status with the Family Firm Institute, recognized for her ongoing expertise and commitment to the field of family enterprise.

    Jared Byas joins the consultation team.

  • 2016

    Sally’s article, Navigating Change in Family Business, was published in The Practitioner, a publication of the Family Firm Institute.

     

  • 2017

    Trina Stutzman joins the consultation team.

    Jared joins Sally as a partner.

  • 2018

    Celebrating 30 years of success serving hundreds of business families!