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Charitable Giving: DAFs vs. Private Foundations

Charitable Giving: DAFs vs. Private Foundations

Oct 9, 2025 | Family Businesses, Family Offices, Hardworking 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...
Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained

Don’t Miss It: Tax Trade-offs of Pass-throughs vs. Corporations Explained

Oct 7, 2025 | Family Offices, Family Businesses, Hardworking 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...
Legacy and Longevity: How Congress Can Support the Next Generation of Family Business

Legacy and Longevity: How Congress Can Support the Next Generation of Family Business

Oct 6, 2025 | Family Offices, Family Business Caucus, Family Businesses, Generationally Owned Business, Hardworking 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...
Join Us at Transitions Fall 2025 – Enjoy 20% Off Registration

Join Us at Transitions Fall 2025 – Enjoy 20% Off Registration

Oct 6, 2025 | Family Offices, Family Businesses, Hardworking 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...
Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust

Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust

Oct 3, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Hardworking 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...
Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family Offices and Successful Families Ahead

Taxation & Representation: Shutdown & Tax Changes – Key Updates for Family Offices and Successful Families Ahead

Oct 2, 2025 | Family Offices, Estate Tax, Family Businesses, Hardworking Families, Income Tax, 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...
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News For Working Families

  • Tim Schultz Named CEO of FEUSA and FEUSA Action at Caucus Meeting
  • Wealth Tax News – 6/7/2026
  • Understanding the PPLI Opportunity: The Basics and Beyond with Winged Keel Group
  • The Growing Debate Over Wealth Tax Initiatives
  • New Voter Research from Dr. Frank Luntz Tells a Story of America ‘In Trouble’
  • June 3 – CSFU Holds Workshop on Creating ‘Legacy and Longevity’ for Family-Owned Businesses
  • Multi-Trillion Dollar Government Waste: Tracking Federal Improper Payments
  • Private Placement Life Insurance Explained
  • Wealth Tax News – 5/22/2026
  • Saying It Out Loud May 2026, By Pat Soldano
  • Fueling Family Business Growth, New Research Findings Top Agenda for June 9

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