By Steven HiltonSenior AssociateBrown & StrezaBy Steven Oh, J.D., LL.M.AttorneyBrown & StrezaRead &...
Family Owned Business Articles
5 Ways Family Businesses Give Smarter
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy...
Preserving Legacy and Maximizing Value: Strategic Planning for Family-Owned Enterprises
Robert Panetti, CFA®Managing Director, Private AdvisorRockefeller Global Family OfficeShirley QuackenbushManaging...
Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Survey Shows
Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Family Enterprise USA Survey...
Saying It Out Loud August 2026, By Pat Soldano and Tim Schultz
By Patricia M. SoldanoPresidentFamily Enterprise USABy Tim SchultzCEOFamily Enterprise USAWealth Taxes Have Failed,...
PPLI as a “Family Bank”: Segregating Long-Term Capital From Operating Risk
By Mark RichardsPrincipalWinged Keel GroupBy Zach SpechtManaging Director, Client Relationship ManagerWinged Keel...
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...
Wealth Tax News – 8/8/2026
California’s proposed billionaire wealth tax (Proposition 40) dominates this week’s news cycle, with the California...
Family Enterprises and Owner-Led Businesses with CFAR
As a multi-generational firm that will celebrate our 40th anniversary in 2027, we have been reflecting on the...
‘Speak Up, Be Heard: How to Advocate with Clarity and Impact’ In FBM New Podcast
‘Speak Up, Be Heard: How to Advocate with Clarity and Impact’ In New Family Business Magazine, Family Enterprise USA...
Wealth Tax News – 7/31/2026
This week’s we’re watching the continued national and state-level fight over taxing concentrated wealth: California...
Washington DC is calling. Will you answer?
About Whittier TrustWhittier Trust’s mission is to build and sustain an accomplished, successful, and talented...
Philanthropy and the Family Business: Five Channels for Charitable Giving
By Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustBy Jerad BeltzSenior Vice President,...
America’s Family-Owned Businesses Outpace Traditional Corporations in Longevity, New Survey Shows
America’s Family-Owned Businesses Outpace Traditional Corporations in Longevity, New Family Enterprise USA Survey...
Wealth Tax News – 7/25/2026
This week’s wealth tax coverage centers on California’s billionaire tax proposal (Prop 40), where Rep. Ro Khanna...
Compliance As A Service (CaaS) – The Malpractice Prevention Framework For Modern Employers
By Jeff AholaCEOAhola Payroll & HR SolutionsRead Jeff Ahola’s Full Whitepaper - Click Here Most employers...
Private Placement Life Insurance Supports Strategic Estate and Transition Planning Opportunities for Family-Owned Businesses
Winged Keel Group and Family Enterprise USA Action Leaders Discuss How PPLI Offers Tax-Efficient Investment Strategies...
Saying It Out Loud July 2026, By Pat Soldano and Tim Schultz
By Patricia M. SoldanoPresidentFamily Enterprise USABy Tim SchultzCEOFamily Enterprise USAMore Lawmakers Join...
Wealth Tax News – 7/17/2026
Momentum for taxing the ultra-wealthy is building at every level of government in the last two weeks – from a...
How Family Enterprises Can Preserve Long-Term Ownership Through Evolving Governance
James B. WoodUS-East EY Private Family Enterprise Business Services Managing DirectorEYFamily enterprises are often...
Rep. Young Kim Meets with Women’s Business Owners Group, Hears Challenges Facing Women Entrepreneurs
Attendees Hear Wide Ranging Update on Legislation, Estate Taxes, China’s Growing Dominance, AI Issues, and...
The Death of the 1031 Exchange
Trevor SchueslerExecutive Vice PresidentBuchanan Street PartnersAnnie ClareSenior Investor Relations AnalystBuchanan...
CEO Tim Schultz to Focus on Keeping Voice of Family-Owned Businesses, Hardworking Families Strong on Capitol Hill
Tim Schultz New CEO Family Enterprise USA, Family Enterprise USA Action; Focus on Keeping Voice of Family-Owned...
Wealth Tax News – 7/2/2026
This week’s wealth tax coverage was dominated by Gov. Newsom’s call for a national “billionaires tax” while...
How Family Businesses Can Plan for Uncertainty
Jeff Boxx, MBA, CPA Partner, Tax & AdvisoryLSLFor family business owners, uncertainty is nothing new. Many have...
House Members Young Kim, John McGuire, Rick Allen Join 47 Member Strong Caucus
House Members Young Kim, John McGuire, Rick Allen Join 47 Member Strong Congressional Family Business Caucus Next...
Wealth Tax News – 6/29/2026
Wealth taxes dominated the agenda this week, headlined by California Gov. Gavin Newsom’s call for a national...
Stop the Savings Penalty: Prioritizing Reform Over New Taxes
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
Healthcare, Wealth Tax Policies Top Concerns for America’s Family-Owned Businesses
Healthcare, Wealth Tax Policies Top Concerns for America’s Family-Owned Businesses, New FEUSA Survey Shows As...
Fuel for Growth: Capital Solutions for Family Businesses. June Family Business Caucus
Executive Summary Congressional Family Business CaucusJune 9, 2026U.S. Capitol Building, Washington, D.C. ...
Saying It Out Loud June 2026, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USAFamily-Owned Businesses Get Hurt When the ‘Math Doesn’t Add Up’...
In California, Organized Labor Might Just Defeat Itself
Yet another tax-the-rich initiative is running into reality. By WILL SWAIM An SEIU-backed measure to tax the...
‘Fueling Growth’ for Family-Owned Businesses Topic of Second Caucus Meeting
‘Fueling Growth’ for Family-Owned Businesses Topic of Second Congressional Family Business Caucus Meeting Four...
Discover What’s Driving California’s Tax Debate
A recent episode of the Radio Free California podcast features an in-depth discussion with Hoover Institution...
Private Foundations: 5 Most Frequently Asked Questions and 5 Things You Probably Don’t Know
Virtual Seminar Presented by: Casey S. Hale and Alexander “Zan” Schindler Jun 25, 2026 12:00 PM, Pacific Time...
Wealth Tax News – 6/12/2026
This week's wealth tax developments span coast to coast and across the Atlantic: California's proposed billionaire tax...
Tim Schultz Named CEO of FEUSA and FEUSA Action at Caucus Meeting
Tim Schultz Named CEO of Family Enterprise USA, Family Enterprise USA Action at Congressional Family Business Caucus...
Wealth Tax News – 6/7/2026
This week’s wealth-tax debate spanned from federal proposals to tax AI-driven wealth and close billionaire borrowing...
Understanding the PPLI Opportunity: The Basics and Beyond with Winged Keel Group
Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for affluent...
Should Courts Scrutinize Wealth Tax Ballots More?
Robert F. Mancuso, former SEC attorney and CEO of Capri Capital Partners, examines the growing use of ballot...
New Voter Research from Dr. Frank Luntz Tells a Story of America ‘In Trouble’
Executive Summary: New Voter Research from Dr. Frank Luntz Tells a Story of America ‘In Trouble,’ ‘American...
June 3 – CSFU Holds Workshop on Creating ‘Legacy and Longevity’ for Family-Owned Businesses
Calif. State University, Fullerton, Holds Workshop on Creating ‘Legacy and Longevity’ for Family-Owned Businesses ...
Multi-Trillion Dollar Government Waste: Tracking Federal Improper Payments
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...