Family Owned Business Articles

Wealth & Values: Defining Family and Individual Values

By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management ServicesThe Rockefeller family became a part of American history not only because of their fortune, but because of how they have successfully transitioned it from one generation to the...
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Controlling Risk and Maximizing Protection Through Consultation and State of The Art Technology

Family Enterprise USA has partnered with USI to help our members make informed insurance decisions while maximizing protection for their businesses.   PATH is USI’s game-changing platform that guides you through the entire risk control process, from identifying...
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Family Business Governance

In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with Bill Rock, CEO of MLR Media, a media and events company that publishes Family Business, Directors & Boards, FO Pro, and Private Company Director...
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Tax Update: Senate Republicans Release Tax Text

We’ve completed our initial analysis of the Senate Finance Committee’s legislative text.    Below is a detailed summary along with key supporting documents.   TCJA Extension – As with the House-passed bill, the legislation makes permanent or extends several...
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