Family Owned Business Articles

Family-Owned Business Leaders Line Up for Strong Family Business Caucus on Sept. 23

Family-Owned Business Leaders Line Up for Strong Congressional Family Business Caucus on Sept. 23   ‘Price of Prosperity,’ Wealth Taxes Are Topics, with Dr. Frank Luntz Presenting Latest Voter Research; Rep. Tenney (R-NY) and Rep. Correa (D-CA) are Caucus Co-Chairs   ...

Wealth Tax News – 9/4/2026

This week’s wealth tax developments centered on California’s Proposition 40, as Rep. Ro Khanna (D-CA) defended it as a pro-business investment in healthcare and education while critics warned of burdens on startup founders, broader taxation, and economic distortions....

DAF vs Foundation: What’s Best For You?

Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy General CounselWhittier TrustWebcast: 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More Register Now September 15 | 1:00...

Succession Planning for Family Businesses

For many family-owned businesses, succession planning is not just a business decision. It's a personal one.   Founders often spend decades building an organization, developing customer relationships, and creating processes that exist largely through their own...
Wealth Tax News – 9/11/2026

Wealth Tax News – 9/11/2026

This week’s wealth tax developments again centered on California’s Proposition 40, which drew editorial opposition...

The Art of Influence

What if the push for wealth taxes crashes into constitutional barriers?   In this timely Bloomberg Tax analysis,...

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