Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Charitable Giving: DAFs vs. Private Foundations
By Ashley FontanettaSenior Vice President and Client AdvisorWhittier Trust“When I speak with a client about charitable...
Latest Wealth Management, Insurance Strategies for Family Businesses Detailed in Two New Webcasts
Latest Wealth Management, Insurance Strategies for Family Businesses Detailed in Two New Webcasts with Rockefeller...
Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained
Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT "Pass-throughs vs....
Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
Legacy and Longevity: How Congress Can Support the Next Generation of Family Business. In Conjunction with the...
Join Us at Transitions Fall 2025 – Enjoy 20% Off Registration
We’re excited to share that we’ll be at Transitions Fall 2025, taking place November 5-7 in San Diego, CA — and we’d...
Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust
This webcast will explore practical steps to building effective family governance, including the structures,...
Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family-Owned Businesses Ahead
Government Shutdown Outlook: On Sept. 29, House and Senate majority and minority leaders, also known as the “Big 4,”...
Webcast: Choosing the Right Entity for Your Family-Owned Business
Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT "Pass-throughs vs....
Federal Agencies Prepare Plans for Shutdown
Congress is barreling towards the first full-government shutdown in roughly seven years as existing levels of...
Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds
Capital Gains Tax Worries Rank High Among Family Business Leaders, New Poll Finds Majority of Family-owned Business...
President Trump Announces a Series of Product-Specific Tariffs
On Sept. 25, President Donald Trump announced new tariffs on heavy trucks, pharmaceuticals and select furniture and...
Register Now: Pass-throughs vs. Corporations – Tax Choices for Families
Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT "Pass-throughs vs....
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[24 Remaining] Join our expert panel Sept. 26 to learn practical steps for sustainable family owned business governance
Join us for a timely webcast: Register Now September 26, 2025 | 10:00 AM – 11:00 AM PDT "Stronger Together: Building...
Compensation: How are You Leveraging this Critical Tool?
By Linda C. MackFounder and PresidentMack InternationalA host of macroeconomic factors and geopolitical shifts have...
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[WEBINAR] Stronger Together: Governance That Protects Wealth for Generations
Join us for a timely webcast: Register Now September 26, 2025 | 10:00 AM – 11:00 AM PDT "Stronger Together: Building...
Weekly Washington Policy Update: Senate Votes Down CRs, Why Family Businesses Must Stay Alert
Senate Votes Down Dueling CRs: The Senate on Friday failed to advance a short-term continuing resolution (CR) (H.R....
Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events
Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events by Family Enterprise USA, Policy and...
Taxation & Representation: What Family Owned Businesses Must Know: FY26 Appropriations and OBBBA Updates
FY26 Appropriations Outlook: House Republicans are weighing options to avoid a government shutdown as the Sept. 30...
Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
Join us for a timely webcast: Register Now September 26, 2025 | 10:00 AM – 11:00 AM PDT "Stronger Together: Building...
Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
Wealth is more than just financial capital— it is a malleable force that can shape family goals influence life...
Navigating Uncharted Waters in the Insurance Industry with USI
This webcast explores the evolving challenges facing both businesses and individuals in today’s turbulent insurance...
Safeguard Your Family Owned Business: Build Governance That Lasts Generations
Join us for a timely webcast: Register Now September 26, 2025 | 10:00 AM – 11:00 AM PDT "Stronger Together: Building...
Taxation & Representation: Congress debates IRS cuts & new tax rules — what family businesses must know
Congress Weighs FY2026 Funding for IRS, OECD and DOJ Tax Division: As Congress returns this week, lawmakers face a...
How Family Governance Protects Generational Wealth
By Brian BissellSenior Vice President and Client AdvisorWhittier TrustClear communication and structure are essential...
Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
Fall is a season of rituals that invite us to dig in and address the issues that will help us finish the year well....
Women’s Business Owners Group Gets Bipartisan Congressional Support
New Women’s Business Owners Group Gets Bipartisan Congressional Support at Latest Southern California Meeting ...
Saying It Out Loud September 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USAFinding Opportunities in Tariffs Have Family Businesses...
Meet the Visionary Leaders Transforming Family Business in 2025
Family Business Magazine's 2025 CEOs to Watch are forward-thinking leaders transforming family businesses across...
National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Family Enterprise USA...
Saying It Out Loud August 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USATop 5 Family Businesses Wins After Passage of ‘One Big Beautiful...