Register Now
July 25, 2025 | 10:00 AM – 11:00 AM PDT
“Smart Strategies for Family Business Success”
Join us on this webcast featuring Shirley Quackenbush, Robert Panetti, Ryan Coulson, and Michael Misciagna at Rockefeller Global Family Office.
We will discuss strategies the Rockefeller Global Family Office advise to balance our clients’ goals to maximize cash flow, minimize estate and income tax, prepare the next-generation for the future management of the business and family unity.
Rockefeller finds that many successful families that run a family enterprise are lacking a holistic approach to these issues, and long-term success as defined by family harmony AND financial freedom is elusive.
Strengthen Both Family Unity & Financial Freedom
Most families focus on the numbers. But long-term success requires a holistic approach—one that balances wealth, relationships, and shared purpose. This webcast will show you how.
Join Rockefeller experts to explore how to reduce taxes, grow cash flow, and build lasting family unity.
About Quackenbush Panetti Wealth Partners
Life’s grandest visions require thoughtful plans. At Quackenbush Panetti Wealth Partners, we’re focused on meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth. Our team is able to provide solutions to your unique challenges, while providing an elevated level of service.
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The need for fact-based reporting of issues important to family owned businesses and protecting a lifetime of savings has never been greater. Now more than ever, successful families and family owned businesses are under fire. That's why Family Enterprise USA is passionately working to increase the awareness of issues important to family owned 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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