Family Owned Business Articles

Taxation & Representation: What Family Owned Businesses Must Know: FY26 Appropriations and OBBBA Updates

FY26 Appropriations Outlook: House Republicans are weighing options to avoid a government shutdown as the Sept. 30 funding deadline approaches, with some movement toward a short-term stopgap plan. Freedom Caucus Chairman Rep. Andy Harris (R-MD), who pushed for a...

Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26

Join us for a timely webcast: Register Now September 26, 2025 | 10:00 AM – 11:00 AM PDT "Stronger Together: Building Governance That Preserves Wealth for Generations" Family-owned businesses thrive when strong governance is in place to protect wealth, minimize...

Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy

Wealth is more than just financial capital— it is a malleable force that can shape family goals influence life decisions and empower future generations. Purpose-driven wealth serves as a reflection of family values and aspirations. When approached with purpose, it can...

Navigating Uncharted Waters in the Insurance Industry with USI

This webcast explores the evolving challenges facing both businesses and individuals in today’s turbulent insurance landscape. Attendees will gain insight into the economic forces that have led us into these choppy waters—rising costs, shrinking coverage...