Family Owned Business Articles

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...

Congress Weighs FY2026 Funding for IRS, OECD and DOJ Tax Division: As Congress returns this week, lawmakers face a four-week window to resolve differences over government funding for fiscal year 2026 (FY2026). This includes disputes regarding Internal Revenue Service...

By Brian BissellSenior Vice President and Client AdvisorWhittier TrustClear communication and structure are essential for high-net-worth families to protect their assets.   Even the best players need a coach — and a playbook. For ultra-high-net-worth families,...

Fall is a season of rituals that invite us to dig in and address the issues that will help us finish the year well.  Kids go back to school, commuter traffic resumes, home projects come to completion, Congress returns to work, and so too can family firms use this...