Family Owned Business Articles

Build a Family Office That Works: New Podcast + Webcast with EY Experts

Building the Right Family Office, Using Parallel Governance Strategies Detailed by EY’s Family Enterprise and Office Leaders   New Podcast, Webcast Hosted by Family Enterprise USA Now Available   Creating the right family office and establishing separate governing...

Elevate Your Estate Plan: Strategies for High-Net-Worth Families

Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT "Estate Planning for High-Net-Worth Families: Beyond the Basics"   When it comes to estate planning for high-net-worth and ultra-high-net-worth families, the basics are just the beginning. Join us for a live...

Tax Update: House Budget Committee Blocks Reconciliation Bill

Today, the House Budget Committee rejected Republicans’ multi-trillion-dollar border, energy, and tax package 16 to 21, in a likely temporary setback for the reconciliation bill over concerns from conversative Republicans over several aspects of the legislation....

House Ways and Means Committee Budget Completes Reconciliation Markup

On Tuesday afternoon, May 13, the Ways and Means Committee (“Committee”) started its markup of the tax title for the FY2025 budget reconciliation bill.   The Committee favorably reported the bill on Wednesday morning, May 14, by a party-line vote of 26-19. During...
Keep an eye on Small Cap

Keep an eye on Small Cap

Is your family office thinking about Small-Cap portfolios? Fenimore Asset Management’s small-cap strategy benefits...

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