Family Owned Business Articles

Shutdown Week 4: The federal government shutdown that began on Oct. 1 continues without resolution. On Oct. 20, the Senate failed for the 11th time to advance a continuing resolution (CR) to fund government operations. The continuing stalemate centers on disagreement...

Family Businesses Concerned About Potential New Wealth Tax Act Re-Introduced in Congress   Bill by Sen. Wyden Gets House Support, Targets Unrealized Gains   Family businesses and tax experts are taking a hard look at the new wealth tax bills recently...

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...

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...