Family Owned Business Articles

Flash Market Update: The “Liberation Day” Jolt

The “Liberation Day” Jolt Much Higher-Than-Expected New Tariffs By Jimmy C. Chang, CFA Chief Investment Officer, Rockefeller Global Family Office Jimmy C. Chang, CFA, Chief Investment Officer at Rockefeller Global Family Office, provides a critical...

Weekly Digest: “Liberation Day”, Florida Special Election, and 199A Provision

“Liberation Day”– Trump Announces Reciprocal Tariffs, Ends De Minimis Treatment for ChinaBy Samantha Carl-Yoder, Radha Mohan, Brady Howell, Annmarie Conboy-DePasquale and Daly Martorano On April 2, President Donald Trump issued a series of executive orders (EOs) to...

Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates

White House Considers Allowing Top Marginal Income Tax Rate to Revert to Pre-TCJA Levels: According to a single report, the Trump administration is considering letting the top income tax rate and the expanded bracket expire in the tax bill being developed in Congress....

[WEBCAST] How Parallel Governance Can Guide Generational Transition

Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk demands clear boundaries between family, ownership, governance and management. Parallel governance, or the establishment of separate...