Family Businesses Articles

Saying It Out Loud, By Pat Soldano. July 2024.

By Patricia M. SoldanoPresidentFamily Enterprise USAWealth Tax Talks Heat Up as Supreme Court Weighs In, New House Tax Teams Formed, and Senate Tax Bills Aimed at Successful   It’s been tried, abandoned, and tried again, but Congress still toys with the idea of a...

Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at Symposium

Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at 18th Annual Family Office Symposium   Policy and Taxation Group’s Pat Soldano and Lido Consulting’s Greg Kushner Discuss Single, Multi-Family Office Trends as $80 Trillion...

New Membership Level Offered to Non-Family Businesses

Join Forces to Advocate for Family Businesses on Capitol Hill   New Membership Offering Allows Non-Family Businesses to Attend Congressional Family Business Caucus Meetings Three Times a Year on Capitol Hill   With growing interest in supporting America’s...

Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning

In this webcast, Family Vision and Values: The Starting Point of Estate Planning, senior Pathstone executives Jim Coutré and Scott Weaver will share their insights into why estate planning should begin with a clear articulation of family vision and values, how this...