Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Family-Owned Business Leaders Line Up for Strong Family Business Caucus on Sept. 23
Family-Owned Business Leaders Line Up for Strong Congressional Family Business Caucus on Sept. 23 ‘Price of Prosperity,’ Wealth Taxes Are Topics, with Dr. Frank Luntz Presenting Latest Voter Research; Rep. Tenney (R-NY) and Rep. Correa (D-CA) are Caucus Co-Chairs ...
DAF vs Foundation: What’s Best For You?
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy General CounselWhittier TrustWebcast: 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More Register Now September 15 | 1:00...
Succession Planning for Family Businesses
For many family-owned businesses, succession planning is not just a business decision. It's a personal one. Founders often spend decades building an organization, developing customer relationships, and creating processes that exist largely through their own...
House Member Rep. Correa Meets with Family-Owned Businesses at Southern California Event
House Member Rep. Correa Meets with Family-Owned Businesses at Southern California Event, Details Policies to Help Growth Rep. Correa, Co-Chair of the Congressional Family Business Caucus, Speaks on Wealth Tax, Healthcare, and other Key issues with Family Business...
![[WEBCAST] Give 60% Smarter? Live Philanthropy Guide](https://familyenterpriseusaaction.com/wp-content/uploads/2026/08/Instagram-whittier-webcast2-400x250.jpg "Content")
[WEBCAST] Give 60% Smarter? Live Philanthropy Guide
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy General CounselWhittier TrustWebcast: 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More Register Now September 15 | 1:00...
Wealth Tax Information Resource Now Available; Monitors State & Federal ‘Savings Penalty Tax’ Proposals
Wealth Tax Information Resource Now Available at Family Enterprise USA Action; Monitors State & Federal ‘Savings Penalty Tax’ Proposals Family Enterprise USA Action Creates Online Resource Tool with Latest Information on Pending State and Federal Legislation...
Beyond the Handshake: Why a Buy-Sell Agreement Is the Prenup Every Business Partnership Needs
By Steven HiltonSenior AssociateBrown & StrezaBy Steven Oh, J.D., LL.M.AttorneyBrown & StrezaRead & Download the Whitepaper. Click Here. A business partnership may be built on trust, but what happens when that trust is tested by death, disability,...
5 Ways Family Businesses Give Smarter
Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustJerad BeltzSenior Vice President, Deputy General CounselWhittier TrustWebcast: 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More Register Now September 15 | 1:00...
Preserving Legacy and Maximizing Value: Strategic Planning for Family-Owned Enterprises
Robert Panetti, CFA®Managing Director, Private AdvisorRockefeller Global Family OfficeShirley QuackenbushManaging Director, Private AdvisorRockefeller Global Family OfficeRead Rockefeller Global Family Office’s Full Whitepaper - Click Here Family-owned...
Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Survey Shows
Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Family Enterprise USA Survey Shows Survey Shows Tax Savings Go to Build Business, Pay Employees First Family-owned businesses have a long, well-documented track record of...
Saying It Out Loud August 2026, By Pat Soldano and Tim Schultz
By Patricia M. SoldanoFounder & PresidentFamily Enterprise USA ActionBy Tim SchultzCEOFamily Enterprise USA ActionWealth Taxes Have Failed, Been Abandoned Around the World, So Why Are We Considering It in U.S.? A wealth tax sounds like a straightforward way...
Wealth Tax News – 8/14/2026
This week’s wealth tax developments centered on California’s Proposition 40, which faced constitutional scrutiny from the Tax Foundation and over $100 million in opposition spending led by Sergey Brin. At the federal level, DSA leadership endorsed aggressive wealth...
PPLI as a “Family Bank”: Segregating Long-Term Capital From Operating Risk
By Mark RichardsPrincipalWinged Keel GroupBy Zach SpechtManaging Director, Client Relationship ManagerWinged Keel GroupRead Mark Richards and Zach Specht’s Full Whitepaper - Click Here Risk compartmentalization, investment policy discipline, and creditor...
Three WBOG Members Make Top Women-Owned Business List in Orange County
Three Women’s Business Owners Group Members Make Top Women-Owned Business List in Orange County Women Leaders of Hydraflow, Global, a 1st Flagship Co., and Casco Make Orange County Business Journal’s ‘The List’ Three members of the national Women’s Business...
Wealth Tax News – 8/8/2026
California’s proposed billionaire wealth tax (Proposition 40) dominates this week’s news cycle, with the California Democratic Party narrowly endorsing it after intense behind-the-scenes lobbying by SEIU-UHW and a pivotal appearance by Rep. Maxine Waters, even as Gov....
Family Enterprises and Owner-Led Businesses with CFAR
As a multi-generational firm that will celebrate our 40th anniversary in 2027, we have been reflecting on the challenging work of transition between generations. This has felt particularly poignant over the last year, as our last remaining 1st generation...
‘Speak Up, Be Heard: How to Advocate with Clarity and Impact’ In FBM New Podcast
‘Speak Up, Be Heard: How to Advocate with Clarity and Impact’ In New Family Business Magazine, Family Enterprise USA Podcast Family Enterprise USA’s Pat Soldano, Capitol Hill Insiders Discuss How to Effectively Advocate for Policies that Impact Your Business,...
Wealth Tax News – 7/31/2026
This week’s we’re watching the continued national and state-level fight over taxing concentrated wealth: California Democrats are internally divided over whether to endorse a billionaire wealth tax (Proposition 40), with intense lobbying, competing polls, and a...
Your invitation to Washington DC awaits
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...
Philanthropy and the Family Business: Five Channels for Charitable Giving
By Ashley FontanettaSenior Vice President, Director of PhilanthropyWhittier TrustBy Jerad BeltzSenior Vice President, Deputy General CounselWhittier TrustPhilanthropic giving is a hallmark of many successful companies. Once your family business is thriving, there are...
America’s Family-Owned Businesses Outpace Traditional Corporations in Longevity, New Survey Shows
America’s Family-Owned Businesses Outpace Traditional Corporations in Longevity, New Family Enterprise USA Survey Shows Survey Shows 83% of Family-Owned Business Still Operating after 20 years, with 32% Going Strong Between 50 and 100 Years A new survey found...
Wealth Tax News – 7/25/2026
This week’s wealth tax coverage centers on California’s billionaire tax proposal (Prop 40), where Rep. Ro Khanna (D-CA) helped wealth tax backers make their case to congressional Democrats even as public safety groups joined the opposition and a Sergey Brin-backed...
Compliance As A Service (CaaS) – The Malpractice Prevention Framework For Modern Employers
By Jeff AholaCEOAhola Payroll & HR SolutionsRead Jeff Ahola’s Full Whitepaper - Click Here Most employers think of compliance as an administrative responsibility. In reality, compliance has become a critical component of business protection. As...
Private Placement Life Insurance Supports Strategic Estate and Transition Planning Opportunities for Family-Owned Businesses
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...
Saying It Out Loud July 2026, By Pat Soldano and Tim Schultz
By Patricia M. SoldanoFounder & PresidentFamily Enterprise USA ActionBy Tim SchultzCEOFamily Enterprise USA ActionMore Lawmakers Join Congressional Family Business Caucus, with Focus on Wealth Taxes, Other Issues Facing Family-Owned Businesses The numbers...
Wealth Tax News – 7/17/2026
Momentum for taxing the ultra-wealthy is building at every level of government in the last two weeks – from a progressive "Five & Dime" push in Congress to California's high-stakes November ballot fight over a one-time 5% billionaire tax, alongside income-tax...
How Family Enterprises Can Preserve Long-Term Ownership Through Evolving Governance
James B. WoodUS-East EY Private Family Enterprise Business Services Managing DirectorEYFamily enterprises are often guided by a purpose that extends beyond profit — creating lasting value for employees, communities and future generations. As ownership expands and...
Rep. Young Kim Meets with Women’s Business Owners Group, Hears Challenges Facing Women Entrepreneurs
Attendees Hear Wide Ranging Update on Legislation, Estate Taxes, China’s Growing Dominance, AI Issues, and Congressional Family Business Caucus The latest meeting of the Women’s Business Owners Group saw Rep. Young Kim (R-CA) address attendees on a wide range...
The Death of the 1031 Exchange
Trevor SchueslerExecutive Vice PresidentBuchanan Street PartnersAnnie ClareSenior Investor Relations AnalystBuchanan Street PartnersFor decades, family business owners stuck with 1031 exchanges to defer capital gains on real estate — despite 45-day deadlines, rigid...
CEO Tim Schultz to Focus on Keeping Voice of Family-Owned Businesses, Hardworking Families Strong on Capitol Hill
Tim Schultz New CEO Family Enterprise USA, Family Enterprise USA Action; Focus on Keeping Voice of Family-Owned Businesses, Hardworking Families Strong on Capitol Hill Wealth Tax, Estate Tax, and Harmful Economic Policies to Family-Owned Businesses ‘Will Be...