Family Owned Business Articles

Constant, Consistent Education with Congress Pays Off in ‘OBBB’ for Family-owned Businesses, Family Offices

Constant, Consistent Education with Congress Pays Off in ‘One Big Beautiful Bill’ for Family-owned Businesses, Family Offices   Working with Congress on the critical tax and economic policies affecting family-owned businesses, family offices, and successful...

The One, Big, Beautiful Bill Act – Summary and Analysis

On July 3, the House adopted the Senate substitute to H.R. 1, the One, Big, Beautiful Bill Act (OBBBA) by a vote of 218-214. The bill was signed into law on July 4, 2025.   To read a breakdown of the full bill, please click here. About Brownstein Hyatt Farber...

Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum

Join Pat Soldano, Russ Sullivan, and John Gugliada at the 2025 FOX Family Office & Wealth Advisor Forum, where leading family office executives and advisors come together to tackle the most pressing challenges in the UHNW space.   This premier event offers...

Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?

By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management ServicesFamily-owned businesses are successful because the principals care deeply about their family name.  Whittier Trust creates and executes plans to sustain the legacy of these...
Above the Line Planning

Above the Line Planning

By The Madison Group.Twenty years ago at The Madison Group we wrote a book that said, “Status quo planning perpetuates...

read more