Family Owned Business Articles

Family Business Leaders Discuss ‘Legacy & Longevity’ on Capitol Hill During Meeting with Congressional Family Business Caucus Members, Legislative Experts   Rep. Carol Miller (R-West Virginia) Meets with Family Businesses; Group Meets with House Members and...

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Save your spot for this exclusive webcast: Register Now October 15, 2025  | 10:00 AM – 11:00 AM PDT "Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises"   For family enterprises, few decisions are more consequential than choosing the right...

By Ashley FontanettaSenior Vice President and Client AdvisorWhittier Trust“When I speak with a client about charitable giving, the most common question is whether they should create a private foundation or use a donor-advised fund,” says Ashley Fontanetta, Senior Vice...