Family Businesses Articles

Wealth Tax Information Resource Now Available; Monitors State & Federal ‘Savings Penalty Tax’ Proposals

Wealth Tax Information Resource Now Available at Family Enterprise USA Action; Monitors State & Federal ‘Savings Penalty Tax’ Proposals   Family Enterprise USA Action Creates Online Resource Tool with Latest Information on Pending State and Federal Legislation...

Beyond the Handshake: Why a Buy-Sell Agreement Is the Prenup Every Business Partnership Needs

By Steven HiltonSenior AssociateBrown & StrezaBy Steven Oh, J.D., LL.M.AttorneyBrown & StrezaRead & Download the Whitepaper. Click Here.   A business partnership may be built on trust, but what happens when that trust is tested by death, disability,...

5 Ways Family Businesses Give Smarter

Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy General CounselWhittier TrustWebcast: 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More Register Now September 15 | 1:00...

Preserving Legacy and Maximizing Value: Strategic Planning for Family-Owned Enterprises

Robert Panetti, CFA®Managing Director, Private AdvisorRockefeller Global Family OfficeShirley QuackenbushManaging Director, Private AdvisorRockefeller Global Family OfficeRead Rockefeller Global Family Office Full Whitepaper - Click Here   Family-owned businesses...
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...

The Art of Influence

What if the push for wealth taxes crashes into constitutional barriers?   In this timely Bloomberg Tax analysis,...

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