Family Owned Business Articles

Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust

This webcast will explore practical steps to building effective family governance, including the structures, education, and systems that strengthen both the family and the business. About Whittier TrustWhittier Trust’s mission is to build and sustain an accomplished,...

Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family-Owned Businesses Ahead

Government Shutdown Outlook: On Sept. 29, House and Senate majority and minority leaders, also known as the “Big 4,” met with President Trump to discuss the imminent federal government shutdown. The meeting ended without an agreement, leaving the government on...

Webcast: Choosing the Right Entity for Your Family-Owned Business

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...

Federal Agencies Prepare Plans for Shutdown

Congress is barreling towards the first full-government shutdown in roughly seven years as existing levels of government funding expire at midnight, Sept. 30. On Sept. 19, prior to breaking for a week-long recess, the Senate failed to advance a House-passed...