The data is in! See what family owned businesses are saying about today’s challenges and opportunities.
For many families, the operating business is more than an enterprise, it’s a reflection of shared values, hard work, and vision. It has created opportunity, shaped identity, and united generations around a common purpose. Yet as a business matures, families often begin to consider how best to extend that legacy beyond the company itself, how to turn decades of entrepreneurial success into durable, income-producing wealth that endures for generations.
This evolution does not require selling the business. In fact, many families prefer to keep the enterprise intact while using its profits to build a complementary investment portfolio, a vehicle that provides diversification, steady income, and long-term compounding outside the day-to-day demands of operations.
- From Building a Business to Building Enduring Wealth
- Why Diversify into Real Estate
- Illustrative Case Study
- A Legacy that Endures
Many families overlook the simplest shift that transforms a business into lasting, multi-asset wealth. See what it is – and why timing matters now. Read the latest whitepaper by Annie Clare, Senior Investor Relations Analyst, Buchanan Street Partners. Click Here.
About Buchanan Street Partners
Buchanan Street Partners, founded in 1999, is a real estate investment management firm headquartered in Newport Beach, California. The firm, a SEC registered investment advisor since 2002, manages commingled investment funds, institutional separate accounts and high net worth investment vehicles.
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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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