Sep 28, 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. Jordan WaldrepChief Investment Officer, Trust and WealthBank OZK Read & Download the Whitepaper. Click Here. ...
Sep 11, 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 again centered on California’s Proposition 40, which drew editorial opposition from the...
Sep 10, 2026 | Family Businesses, Family Owned Business
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier Trust Jerad BeltzSenior Vice President, Deputy General CounselWhittier Trust Webcast: 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More Register Now September 15 |...
Sep 5, 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, as Rep. Ro Khanna (D-CA) defended it as a...
Sep 3, 2026 | Family Businesses, Family Owned Business
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier Trust Jerad BeltzSenior Vice President, Deputy General CounselWhittier Trust Webcast: 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More Register Now September 15 |...
Sep 2, 2026 | Family Businesses, Family Enterprise USA, 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. For many family-owned businesses, succession planning is not just a business decision. It’s a personal one. ...
![[WEBCAST] Give 60% Smarter? Live Philanthropy Guide](https://familyenterpriseusa.com/wp-content/uploads/2026/08/Instagram-whittier-webcast2-1024x675.jpg)
Aug 27, 2026 | Family Businesses, Family Owned Business
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier Trust Jerad BeltzSenior Vice President, Deputy General CounselWhittier Trust Webcast: 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More Register Now September 15 |...
Aug 21, 2026 | Family Businesses, Family Owned Business
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier Trust Jerad BeltzSenior Vice President, Deputy General CounselWhittier Trust Webcast: 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More Register Now September 15 |...
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 ...
