Family Businesses Articles

Wealth Tax News – 8/14/2026

This week’s wealth tax developments centered on California’s Proposition 40, which faced constitutional scrutiny from the Tax Foundation and over $100 million in opposition spending led by Sergey Brin.    At the federal level, DSA leadership endorsed aggressive wealth...

PPLI as a “Family Bank”: Segregating Long-Term Capital From Operating Risk

By Mark RichardsPrincipalWinged Keel GroupBy Zach SpechtManaging Director, Client Relationship ManagerWinged Keel GroupRead Mark Richards and Zach Specht’s Full Whitepaper - Click Here   Risk compartmentalization, investment policy discipline, and creditor...

Three WBOG Members Make Top Women-Owned Business List in Orange County

Three Women’s Business Owners Group Members Make Top Women-Owned Business List in Orange County   Women Leaders of Hydraflow, Global, a 1st Flagship Co., and Casco Make Orange County Business Journal’s ‘The List’   Three members of the national Women’s Business...

Wealth Tax News – 8/8/2026

California’s proposed billionaire wealth tax (Proposition 40) dominates this week’s news cycle, with the California Democratic Party narrowly endorsing it after intense behind-the-scenes lobbying by SEIU-UHW and a pivotal appearance by Rep. Maxine Waters, even as Gov....
Wealth Tax News – 8/21/2026

Wealth Tax News – 8/21/2026

This week saw continued momentum against state-level wealth taxes, as California billionaires poured nearly $40...

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