Family Owned Business Articles

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...

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...

Family Enterprise USA members and family-owned business leaders gathered on Capitol Hill in Washington, D.C., on September 17th for conversations with policymakers to discuss the impact of tax policies and economic issues important to family-owned businesses...

We’re excited to share that we’ll be at Transitions Fall 2025, taking place November 5-7 in San Diego, CA — and we’d love to see you there.   This one-of-a-kind event is dedicated to helping family businesses work on the business of the family. It’s where real...