Join us for a timely webcast:
Register Now
September 26, 2025 | 10:00 AM – 11:00 AM PDT
“Stronger Together: Building Governance That Preserves Wealth for Generations”
Family-owned businesses thrive when strong governance is in place to protect wealth, minimize conflict, and preserve legacy across generations.
This webcast will explore practical steps to building effective family governance, including the structures, education, and systems that strengthen both the family and the business.
Who should attend this webcast?
- Family members associated with family-owned businesses
- Family-owned business executives
- Advisors to family-owned businesses
- Entrepreneurs
- Members and supporters of FEUSA and PATG
Key questions our expert panel will answer:
- Why should you focus on family governance, and how to get started?
- What makes family-business wealth vulnerable to family discord, and how can you safeguard against this?
- How could a lack of family governance affect the viability of your family-owned business?
- How does good governance provide protection?
We hope you’ll join us for this important conversation.
Click here to register.
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.
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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.
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