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Build a Family Office That Works: New Podcast + Webcast with EY Experts

Build a Family Office That Works: New Podcast + Webcast with EY Experts

May 20, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Podcast, Video Post, Watch & Listen, Webcast Replays

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. Building the Right Family Office, Using Parallel Governance Strategies Detailed by EY’s Family...
Elevate Your Estate Plan: Strategies for High-Net-Worth Families

Elevate Your Estate Plan: Strategies for High-Net-Worth Families

May 17, 2025 | Family Businesses, Family Owned Business

Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT “Estate Planning for High-Net-Worth Families: Beyond the Basics”   When it comes to estate planning for high-net-worth and ultra-high-net-worth families, the basics are just the beginning. Join us...
Tax Update: House Budget Committee Blocks Reconciliation Bill

Tax Update: House Budget Committee Blocks Reconciliation Bill

May 16, 2025 | Family Businesses, Estate Taxes, Family Enterprise USA, Family Owned Business, Income Taxes, Taxes

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. Today, the House Budget Committee rejected Republicans’ multi-trillion-dollar border, energy, and tax...
House Ways and Means Committee Budget Completes Reconciliation Markup

House Ways and Means Committee Budget Completes Reconciliation Markup

May 16, 2025 | Family Businesses, Estate Taxes, Family Enterprise USA, Family Owned Business, Income Taxes, Taxes

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. On Tuesday afternoon, May 13, the Ways and Means Committee (“Committee”) started its markup of the tax...
Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup

Translating the Initial Ways and Means Legislative Language Ahead of Tuesday’s Markup

May 12, 2025 | Family Businesses, Estate Taxes, Family Enterprise USA, Family Owned Business, Income Taxes, Taxes

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. Key Takeaways and Implications of this Initial Tax Language On Friday evening, Ways and Means...
Quick Poll – Share Your Thoughts on Tariffs

Quick Poll – Share Your Thoughts on Tariffs

May 10, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business

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. We’re gathering feedback from family-owned business leaders like you on how tariffs are impacting your...
Tax Update: Ways and Means Notices Tuesday Markup

Tax Update: Ways and Means Notices Tuesday Markup

May 10, 2025 | Family Businesses, Estate Taxes, Family Enterprise USA, Family Owned Business, Income Taxes, Taxes

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. Tax Update: House Ways and Means Committee Notices Tuesday Markup, Releases Preliminary Legislative...
Unlock Smarter Estate Planning for High-Net-Worth Families – May 30

Unlock Smarter Estate Planning for High-Net-Worth Families – May 30

May 10, 2025 | Family Businesses, Family Owned Business

Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT “Estate Planning for High-Net-Worth Families: Beyond the Basics”   When it comes to estate planning for high-net-worth and ultra-high-net-worth families, the basics are just the beginning. Join us...
Preserving Legacy, Building Value: Real Estate for Families

Preserving Legacy, Building Value: Real Estate for Families

May 8, 2025 | Family Businesses, Estate Taxes, Family Owned Business

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. Family businesses face a unique challenge: balancing near-term needs with long-term legacy. At...
Family Business Voices Heard on Capitol Hill – Read the Full Recap by Pat Soldano

Family Business Voices Heard on Capitol Hill – Read the Full Recap by Pat Soldano

May 6, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Video Post, Watch & Listen

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. In a time of economic uncertainty and policy shifts, family owned business leaders are stepping up to...
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Family Business News

  • Quick Poll: Share Your Thoughts on Income Tax Policy
  • Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano
  • Weekly Digest: House OKs Major GOP Tax Bill, H.R. 1 Advances Health Reforms, and more.
  • Are Tariffs Helping or Hurting? New Spot Survey Shows Family Business Leaders Split
  • H.R. 1 Tax Title – Summary and Analysis
  • “Charitable Giving and Community Involvement” Event and Congressional Outreach Day – May 2025
  • New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano
  • Saying It Out Loud May 2025, By Pat Soldano
  • Advanced Estate Planning Tactics for Wealthy Families – Register Now
  • Tax Update: House Passes Reconciliation Package
  • Build a Family Office That Works: New Podcast + Webcast with EY Experts

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