[et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_button button_url=”https:\/\/www.ditchtheestatetax.com\/contact-congress-2\/” url_new_window=”on” button_text=”Join us in asking Congress to stop taking a lifetime of savings from multi generational businesses.” button_alignment=”center” disabled_on=”off|off|off” admin_label=”Call to Action Button” _builder_version=”4.18.0″ _module_preset=”default” custom_button=”on” global_colors_info=”{}”][\/et_pb_button][et_pb_divider _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_text admin_label=”Content” _builder_version=”4.18.0″ text_font=”||||||||” text_font_size=”16px” background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”]<\/p>\n
Whittier Trust, based in South Pasadena, is one of California\u2019s largest private wealth management firms offering family office and concierge services. Started in 1935 by the Whittier family, pioneers in California real estate and petroleum, Whittier Trust today manages over $20 billion in assets and operates with seven offices in California and Nevada. In the last five years Whittier has doubled its size. <\/p>\n
Homrich Berg has over 2700 family relationships nationwide in 46 states, managing over $11 billion in assets. The Atlanta-area based family business wealth management firm focuses primarily on corporate executives, entrepreneurs, families, family trusts and foundations, and not-for-profit institutions. Founded in 1989 by Andy Berg and David Homrich, the partners saw an emerging local need in the financial services industry, especially a need for individualized and fiduciary wealth management services for families, individuals, and not-for-profit organizations. <\/p>\n
\u201cBoth Whittier Trust and HomRich Berg are leaders in their markets when it comes to managing wealth for multi-generational family businesses,\u201d said Pat Soldano, President of Family Enterprise USA. \u201cWe are delighted to have their support for our organization as sponsors,\u201d Soldano said. \u201cI want to thank Whittier Trust\u2019s Executive Vice President and General Counsel Bob Renken and Homrich Berg\u2019s Principal and President Thomas Carrol for their support. We look forward to their insights in helping family businesses prosper.\u201d <\/p>\n
Soldano is also President of Family Enterprise USA\u2019s sister advocacy organization, Policy and Taxation Group, based here.<\/p>\n
Whittier Trust was started by Max Whittier, founder of early California oil and gas firm, Belridge Oil. In 1979, Belridge was sold to Shell Oil for $3.65 billion, the largest sale of its kind at that time. Through multiple generations, Whittier Trust has grown into the preeminent multi-family office headquartered on the West Coast.<\/p>\n
Homrich Berg, founded in 1989, offers several levels of wealth management client service, including one called Family Guide for clients with $1 million \u2013 $2 million in investable assets focused on core financial planning and investment management services most relevant to those clients. In 2021, the firm expanded to Palm Beach Gardens, Fla., and has plans to expand with more offices outside of Atlanta.<\/p>\n
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[\/et_pb_text][et_pb_button button_url=”https:\/\/familyenterpriseusa.com\/2022-annual-family-business-survey\/” button_text=”Have Your Voice Heard in Congress. Please Take Action Today!!!” button_alignment=”center” disabled_on=”on|on|on” admin_label=”Call to Action Button” _builder_version=”4.16″ _module_preset=”default” custom_button=”on” disabled=”on” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_divider disabled_on=”off|off|off” _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_text admin_label=”Become a member text” _builder_version=”4.17.6″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” link_option_url=”https:\/\/familyenterpriseusa.com\/donate-2\/” global_module=”5822″ global_colors_info=”{}”]<\/p>\n
As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a member.<\/p>\n
The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC are high Income Tax Rates, possible elimination of Valuation Discounts, increase in Capital Gains Tax, enactment of a Wealth Tax, and the continued burden of the Estate Tax (death tax), and with the possible elimination of Step up in Basis.<\/p>\n
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