Family Owned Business Articles

MIND THE GAPS: Family Solutions for Insurance Risk Management

You do all you can to keep your family members safe and secure their futures. That means engaging with experts for guidance with wealth management, philanthropy, taxes, trusts and estate planning. Insurance is a significant part of managing the exposures your...

[WEBCAST] Help the Next Generation Thrive: Parenting Amidst Wealth

Save your spot for this exclusive webcast: Register Now November 5, 2025 | 10:00 AM – 11:00 AM PDT "Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood" For many families behind highly successful family-owned businesses, early parenting is...

Saying It Out Loud October 2025, By Pat Soldano

By Patricia M. Soldano President Family Enterprise USAWhere There’s Smoke…New Wealth, Estate Tax Movements Keep Family Business Leaders Watching You never know when a spark starts a fire… or stops it. A potential fire can be found in two bills making...

Policy and Taxation Update: IRS Leadership Shake-Up: What It Could Mean for Family Businesses

Bisignano, Koopman Join IRS Leadership: The Internal Revenue Service (IRS) has announced significant leadership changes amid ongoing agency restructurings. Secretary Bessent will remain as acting IRS commissioner, although Sen. Chuck Grassley (R-IA) said that he had...