Family Businesses Articles

Navigating Uncharted Waters in the Insurance Industry with USI

This webcast explores the evolving challenges facing both businesses and individuals in today’s turbulent insurance landscape.   Attendees will gain insight into the economic forces that have led us into these choppy waters—rising costs, shrinking coverage...

Safeguard Your Family Owned Business: Build Governance That Lasts Generations

Join us for a timely webcast: Register Now September 26, 2025  | 10:00 AM – 11:00 AM PDT "Stronger Together: Building Governance That Preserves Wealth for Generations"   Family-owned businesses thrive when strong governance is in place to protect wealth, minimize...

Taxation & Representation: Congress debates IRS cuts & new tax rules — what family businesses must know

Congress Weighs FY2026 Funding for IRS, OECD and DOJ Tax Division: As Congress returns this week, lawmakers face a four-week window to resolve differences over government funding for fiscal year 2026 (FY2026). This includes disputes regarding Internal Revenue Service...

How Family Governance Protects Generational Wealth

By Brian BissellSenior Vice President and Client AdvisorWhittier TrustClear communication and structure are essential for high-net-worth families to protect their assets.   Even the best players need a coach — and a playbook. For ultra-high-net-worth families,...