Family Businesses Articles

2025 Annual Family Business Report

Family businesses experienced unique headwinds and tailwinds in 2025. This year, the most significant challenge for family businesses across the nation has been uncertainty – including uncertainty over inflation and new economic policies like tariffs. The most...

Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength

By: Tammie M. Sandoval, J.D., CTFAChief Fiduciary OfficerBank OZKFamily enterprises form the backbone of global commerce and community wealth. In the United States alone, they account for nearly two-thirds of employment and an estimated 60% of GDP. Yet despite their...

Parenting in a Family Business: Empowering the Next Generation

Save your spot for this exclusive webcast: Register Now November 5, 2025 | 10:00 AM – 11:00 AM PDT "Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood" For many families behind highly successful family-owned businesses, early parenting is...

Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises

For family enterprises, few decisions are more consequential than choosing the right business entity. That choice drives tax reporting, cash flow, and long-term flexibility. Join EY’s Tony Nitti and Damien Martin for a practical analysis of the tax...