Family Owned Business Articles

Big Bill, bigger impact on your business

Keynote Speaker: Dianne MehanyEY Private National Tax LeaderErnst & Young LLP"Beyond the bill: What the OBBBA means for family businesses" with Ernst & Young LLP Register Now October 28 | 10:00 AM PDT   Join us for a one-hour webcast unpacking the...

Wealth Tax News – 10/9/2026

With less than a month until Election Day, California's Prop 40 is losing ground. The proposed one-time 5% tax on billionaires is slipping in the polls, and the opposition, led by Sergey Brin, is vastly outspending its supporters. Sen. Bernie Sanders is rallying for...

Finding the Silver Lining: Planning During Volatility

Robert Panetti, CFA®Private Advisor, Managing DirectorRockefeller Global Family OfficeShirley QuackenbushPrivate Advisor, Managing DirectorRockefeller Global Family OfficeRead Rockefeller Global Family Office Full Whitepaper - Click Here   Investors have been...

You missed the most important briefing. Final Caucus Before Midterms. Wealth taxes could push jobs out.

Overview: The Congressional Family Business Caucus met on September 23, 2026, in the Dirksen Senate Office Building. The meeting, which saw Rep. David Min (D-CA) become the 50th House member to join the bipartisan Caucus, focused on the themes “The Price of...
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