Family Owned Business Articles

PPLI Explained: A Powerful Planning Strategy for Sophisticated Families

Save your spot for this exclusive webcast: "Understanding the PPLI Opportunity: The Basics and Beyond" Register Now May 28, 2026  | 1:00 PM – 2:00 PM PDT   Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning...

The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business

By Kristen D. MatteoniVice President, Associate CounselWhittier TrustIntroduction   For most family business owners, the preservation and transfer of their legacy is rarely as simple as drafting a will or establishing a basic revocable trust. Today’s environment,...

Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy

By Todd Smith, BAPrincipalCFARBy Erin Konkle, PhDChief Culture Change OfficerConstructive Dialogue InstituteIn higher education philanthropy, family giving occupies a unique and powerful position. It's a form of giving that bridges the gap between individual donors...

Soldano to Present Survey Findings at FBA of California Conference

Family Enterprise USA’s Soldano to Present New Family Business Survey Findings at May 13 Family Business Association of California Conference    Sutter Club Conference Updates Attendees on Latest Legislation Impacting Family-Owned Businesses   The Family...
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