Family Enterprise USA Articles

Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust

This webcast will explore practical steps to building effective family governance, including the structures, education, and systems that strengthen both the family and the business. About Whittier TrustWhittier Trust’s mission is to build and sustain an accomplished,...

Compensation: How are You Leveraging this Critical Tool?

By Linda C. MackFounder and PresidentMack InternationalA host of macroeconomic factors and geopolitical shifts have prompted family offices to become more institutionalized. Family offices are increasingly adopting robust governance structures, strategic human capital...

Weekly Washington Policy Update: Senate Votes Down CRs, Why Family Businesses Must Stay Alert

Senate Votes Down Dueling CRs: The Senate on Friday failed to advance a short-term continuing resolution (CR) (H.R. 5371), which had passed earlier in the House, to fund the government through Nov. 21 and avert a shutdown ahead of the Sept. 30 deadline. The Senate...

Taxation & Representation: What Family Owned Businesses Must Know: FY26 Appropriations and OBBBA Updates

FY26 Appropriations Outlook: House Republicans are weighing options to avoid a government shutdown as the Sept. 30 funding deadline approaches, with some movement toward a short-term stopgap plan. Freedom Caucus Chairman Rep. Andy Harris (R-MD), who pushed for a...
Estate Tax Overview

Estate Tax Overview

The estate tax (also known as the death tax) is one of three taxes on assets and businesses passed from one person to...

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Taxation & Representation

Taxation & Representation

TAX TIDBIT: Who Will Lead OIRA Under Biden? President-elect Joe Biden selected a host of economic experts to serve in...

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