Aug 19, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. Robert Panetti, CFA®Managing Director, Private AdvisorRockefeller Global Family Office Shirley QuackenbushManaging Director,...
Aug 18, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Family Enterprise USA Survey Shows ...
Aug 14, 2026 | Family Businesses, Family Enterprise USA, Family Owned Business, Wealth Tax
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. This week’s wealth tax developments centered on California’s Proposition 40, which faced constitutional scrutiny from the Tax...
Aug 12, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. By Mark RichardsPrincipalWinged Keel Group By Zach SpechtManaging Director, Client Relationship ManagerWinged Keel Group Read...
Aug 8, 2026 | Family Businesses, Family Enterprise USA, Family Owned Business, Wealth Tax
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. California’s proposed billionaire wealth tax (Proposition 40) dominates this week’s news cycle, with the California...
Aug 6, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. As a multi-generational firm that will celebrate our 40th anniversary in 2027, we have been reflecting on the challenging...
Jul 31, 2026 | Family Businesses, Family Enterprise USA, Family Owned Business, Wealth Tax
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. This week’s we’re watching the continued national and state-level fight over taxing concentrated wealth: California Democrats...
Jul 29, 2026 | Family Businesses, Adventure, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. About Whittier TrustWhittier Trust’s mission is to build and sustain an accomplished, successful, and talented organization...
Jul 29, 2026 | Family Businesses, Family Owned Business
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. By Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier Trust By Jerad BeltzSenior Vice President, Deputy...
Jul 24, 2026 | Family Businesses, Family Enterprise USA, Family Owned Business, Wealth Tax
Make Your Voice Heard on Capitol Hill Contact your members of Congress now and ask them to stand with family businesses by joining the Caucus. This week’s wealth tax coverage centers on California’s billionaire tax proposal (Prop 40), where Rep. Ro Khanna (D-CA)...
Jul 21, 2026 | Family Businesses, Family Owned Business, Video Post, Watch & Listen
Winged Keel Group and Family Enterprise USA Action Leaders Discuss How PPLI Offers Tax-Efficient Investment Strategies for Ultra-High-Net-Worth Families Family-owned businesses evaluating estate planning, business transition, and long-term wealth transfer...
