The data is in! See what family owned businesses are saying about today’s challenges and opportunities.
Family-owned businesses are successful because the principals care deeply about their family name. Whittier Trust creates and executes plans to sustain the legacy of these important family-owned businesses, so the family name remains strong generation after generation.
Since 1935, Whittier Trust has tailored wealth plans to allow the personal and professional sides of the family business to thrive. For example, Whittier Trust has evaluated the federal government’s recent One Big Beautiful Bill and is ready with strategies specifically for family-owned businesses. Our goal is to synchronize business and personal planning for the future.
- Are you prepared for the One Big Beautiful Bill, evolving executive orders on tariffs, and other government changes affecting your family’s personal and business interests?
- Is your business considering family legacy planning from a perspective that seeks to unify the family, rather than creating discord?
- Is family drama in your business becoming a distraction?
- Do you find that more family shareholders are not working in the business?
- Are you interested in developing family governance to provide structure for those family shareholders interested in the business and those not interested in the business?
- Are the legacy and the strength of your family name important to you?
If you answered “yes” to any of these questions, it might be time to start exploring the idea of a family office. Read on for insight into how a family office works and how it might benefit your family: Assessing the Need for a Family Office or Transitioning an Existing One.
Focusing on your family’s personal and financial affairs with the aid of Whittier Trust’s team allows family businesses an objective and detached advocate for the goals you draw up to ensure your unique family hallmarks are preserved in the future. Success depends on the team you hire to do the work, and Whittier Trust fields an extensive and experienced group of professionals to help you structure the solution to your family’s needs.
Nearly a century ago, the Whittier family recognized the complex needs of managing their estate. With family interests in three enterprises, they opted to create a family office outside of their family and business. That family office evolved into Whittier Trust. To date, Whittier Trust has protected and grown many families’ assets through its strong wealth management, tax, philanthropy, trust, real estate, and comprehensive multi-family office services.
Learn more about Whittier Trust:
About Whittier Trust
Whittier Trust’s mission is to build and sustain an accomplished, successful, and talented organization that is expert in guiding families through multiple generations–protecting and enriching a family’s legacy through diligence and integrity while educating the family’s future generations about their stewardship and the opportunities it encompasses. We have refined our singular focus on the business of wealth management since 1935. Today as a trust management company, Whittier Trust offers a breadth of financial services and expertise supported by an exceptional commitment to personal service reflecting our family office roots. We collaborate closely with our clients and their advisors to tailor investment strategies that meet their unique needs, goals, and values—in other words, we focus on what your wealth means to you.
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…
As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter.
The need for fact-based reporting of issues important to family offices and successful families and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful families are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful families, while continuing to strengthen our presence on Capitol Hill.
Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them.
Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.
#incometax #CapitalGainsTax #R&DExpensing #DontPunishSuccess #GrantorTrusts #StepUpinBasis #likeKindExchanges #AcceleratedDepreciation #EstateTax #Deathtax #wealthtax #taxLegislation #incometaxrates #repealestatetax #FamilyOffice #SuccessfulFamilies @PolicyAndTaxationGroup @DitchTheEstateTax #PolicyAndTaxationGroup #DitchTheEstateTax