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Learn how to navigate generational wealth transfer with hybrid ownership strategies. Register today. - Pat Soldano
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Register Now for the March 5 Webcast:

Starting at 12:00 PM Pacific Time

“Core-Satellite Approach To Estate Planning”

 

Why Attend?

Strategic Wealth Management: Learn about innovative hybrid core-satellite business structures designed to sustain and support family-owned companies. Discover how to effectively protect family business wealth from financial threats such as divorce or lawsuits, while also minimizing estate taxes through strategic trust arrangements.

Who Should Attend?

Family Business Owners, Next Generation Family Members, Wealth Management Professionals, Legal Advisors, and Entrepreneurs and Investors.

Areas of Interest

Wealth Preservation and Estate Planning, Next-Generation Engagement and Empowerment, Risk Management and Asset Protection, Tax Optimization Strategies, and Balancing Control and Autonomy

This webcast explores strategies for sustaining and supporting family-owned businesses and members through a hybrid, core-satellite family ownership structure. The webcast couples the “core” model, where assets are placed in a trust to protect against financial threats and estate taxes but may limit the next generation’s autonomy, with the “satellite” approach, which offers flexibility but exposes assets to risks like divorce and lawsuits. The webcast advocates for hybrid solutions, combining the benefits of both models to safeguard wealth while providing autonomy for family members to pursue entrepreneurial goals.

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 member.

The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates , possible elimination of valuation discounts, increase in capital gains tax , enactment of a wealth tax , and the continued burden of the gift tax , estate tax and generation skipping tax .


Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC.  Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.


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Family Enterprise USA is the organization that represents all family businesses on a national level in DC; it is not unique to any industry. Family Enterprise USA is different from other organizations because it represents and advocates for the families of family businesses and the issues, they face running their businesses every day. Our sole mission and purpose is to promote family businesses and their job growth in America. We also support the work of Family Business Centers across the country. We hope your family will choose to be a member of Family Enterprise USA.