Oct 9, 2025 | Family Businesses, Family Offices, Successful Families
The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Ashley FontanettaSenior Vice President and Client AdvisorWhittier Trust “When I speak with a client...
Oct 7, 2025 | Family Offices, Family Businesses, Successful Families
Save your spot for this exclusive webcast: Register Now October 15, 2025 | 10:00 AM – 11:00 AM PDT “Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises” For family enterprises, few decisions are more consequential than choosing...
Oct 6, 2025 | Family Offices, Family Business Caucus, Family Businesses, Generationally Owned Business, Successful Families, Video Post
Tell Us What Matters Most to Your Family-Owned Business Help us better represent your family-owned business by sharing what matters most to you on tax and economic issues. Family Enterprise USA members and family-owned business leaders gathered on Capitol Hill in...
Oct 6, 2025 | Family Offices, Family Businesses, Successful Families
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 love to see you there. This one-of-a-kind event is dedicated to helping family businesses work on the business of the family. It’s where real...
Oct 3, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays
Tell Us What Matters Most to Your Family-Owned Business Help us better represent your family-owned business by sharing what matters most to you on tax and economic issues. This webcast will explore practical steps to building effective family governance, including the...
Oct 2, 2025 | Family Offices, Estate Tax, Family Businesses, Income Tax, Successful Families, Tax Cuts, Taxes
Government Shutdown Outlook: On Sept. 29, House and Senate majority and minority leaders, also known as the “Big 4,” met with President Trump to discuss the imminent federal government shutdown. The meeting ended without an agreement, leaving the government on...
