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Latest Wealth Management, Insurance Strategies for Family Businesses Detailed in Two New Webcasts with Rockefeller Global Family Office, and USI
Family Enterprise USA Webcasts, with Host Pat Soldano, Feature Top Advisors from Rockefeller Global Family Office, and Insurance Leader USI
The Rockefeller Global Family Office and insurance leader USI are featured in new webcasts now available from Family Enterprise USA.
The Rockefeller Global Family Office webcast, entitled “Smart Strategies for Family Business Success,” features four executives from the firm discussing strategies to maximize cash flow, minimize estate and income tax, and prepare the next generation for the future management of the business and family unity.
The USI webcast, entitled “Navigating Uncharted Waters in the Insurance Industry,” features two executives and explores the evolving challenges facing both businesses and individuals in today’s turbulent insurance landscape.
Both webcasts are moderated by Pat Soldano, President, Family Enterprise USA and Policy and Taxation Group. Both organizations are advocates for family-owned businesses and successful families.
Strategies for Success
The Rockefeller Global Family Office “Smart Strategies for Family Business Success” webcast features Shirley Quackenbush, Managing Director, Private Wealth Advisor, Robert Panetti, Managing Director, Private Wealth Advisor, Ryan Coulson, Senior Wealth Strategist, and Michael Misciagna, Managing Director, Rockefeller Global Family Office Investment Banking at Rockefeller Global Family Office.
In the webcast, the Rockefeller team, including Quackenbush Panetti Wealth Partners, details how many successful families that run family enterprises lack a holistic approach and often find long-term success elusive.
The Rockefeller Global Family Office, founded in 1882 as the family office of John D. Rockefeller, offers strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations.
It has offices in 31 markets and is responsible for $151 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking.
USI: Navigating Choppy Waters
In the USI webcast, Jim Kane, Senior Vice President, Personal Risk Insurance, and Amber Toney, National Select Commercial Sales Director, provide insights into the economic forces that have led to “choppy waters—rising costs, shrinking coverage capacity, and the growing prevalence of uninsurable risks.”
The two insurance executives trace the path that brought the industry to this point, examine the underlying economic pressures, and outline practical steps family-owned businesses and successful families can take to regain control.
Kane and Toney focus the discussion on practical and actionable strategies that emphasize what can be controlled and how to build resilient insurance plans.
USI Insurance Services began in 1994 with a single office of $6.5 million of revenue and 40 associates. Today, USI is approaching $2 billion in revenue with more than 9,000 associates in approximately 200 offices across the country.
“Our goal is to provide family-owned business leaders with the information and advice they need to grow and sustain their businesses,” said Family Enterprise USA’s Soldano. “These webcasts are designed to offer valuable advice and insights and we hope help foster family business growth,” she said. “These webcasts, and other communication platforms, also help us educate legislators on the size, scope, and importance of family businesses in America.”
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.
About USI Insurance Services
From many great individuals USI has become one unique industry leader. USI began in 1994 with a single office of $6.5 million of revenue and 40 associates. Today, USI is approaching $2 billion in revenue with more than 9,000 associates in approximately 200 offices across the country.
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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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