Join us for a timely webcast: Register Now September 26, 2025 | 10:00 AM – 11:00 AM PDT "Stronger Together: Building...
Family Businesses Articles
Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
Wealth is more than just financial capital— it is a malleable force that can shape family goals influence life...
Navigating Uncharted Waters in the Insurance Industry with USI
This webcast explores the evolving challenges facing both businesses and individuals in today’s turbulent insurance...
Championing Family Businesses: CRST’s John Smith and FEUSA’s Pat Soldano Take Center Stage
CRST’s John Smith and Family Enterprise USA’s Pat Soldano Voice Critical Need for National Family Business Spotlight...
Your Weekly Washington Updates
Congress Averts a Shutdown; Keeps Government Open Beyond the New Year: On Nov. 15, Congress held off a government...
PTCs Unleashed: Elevate Family Wealth Now
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Private family trust...
Stand Up for Family Businesses: Take Action Now.
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Family Enterprise USA Meeting Highlights: Tax Policies, Bipartisanship, and Growth
Pat Soldano (President of Policy and Taxation Group (PATG) and Family Enterprise USA (FEUSA)) opened the call by...
Three Steps to Survive a Generational Transition of the Family Business
Whittier Trust is a proud sponsor of FEUSA. As the oldest Multifamily Office headquartered in the West, we bring...
EY Joins Family Enterprise USA as Platinum Sponsor
EY Joins Family Enterprise USA as Platinum Sponsor, Underwrites 2024 FEUSA Annual Family Business Survey “We...
Facts About Family Business
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
Final Hours: Don’t Wait, Act Now! Exclusive Webcast with Frank Luntz on Congressional Changes!
Register Now for November 9 Members Webcast: Listen to Frank Luntz on "How the New Speaker Will Impact Congress"...
The Importance of Pre-Sale Planning for Your Family Business
By John Przybylski, JD, LLM, CFP®*, AEP®, CIMA®, Director, Wealth Planning Group, Pathstone Selling a successful...
Empowering Family Businesses: Homrich Berg & Whittier Trust Renew Sponsorships!
Homrich Berg, Whitter Trust Wealth Management Firms Support Family Businesses with New Family Enterprise USA...
You’re invited to an unparalleled opportunity brought to you by Family Enterprise USA
Register Now for November 9 Members Webcast: Listen to Frank Luntz on "How the New Speaker Will Impact Congress"...
Final Countdown: Act Fast, Few Hours Remaining! Year-End Charitable Giving: What You Need to Know
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. ...
Last Day: Act Now – 24 Hours Left! Giving Back, Moving Forward: Your Guide to Impactful Giving.
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. ...
Saying It Out Loud, By Pat Soldano. November 2023.
Family Offices Must Adapt with Next Generation, Or Fade Away By Pat Soldano Today’s family office industry is...
Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.
Johnson Elected Speaker: Shutdown Looms, Year-End Tax Bill Remains a Possibility. After a three-week speakership...
How to Make the Most of Your Charitable Giving. Maximize Your Impact: Charitable Giving Strategies Unveiled!
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. ...
What a 2023 Survey Found Re: Family Office Compensation and Talent
By Linda Mack, Mack International In an increasingly competitive market for sophisticated and experienced professional...
Breaking Barriers: CEO Sherri Bovino Reveals Secrets to Women’s Success in Male-Dominated Industries!
Woman-owned Defense Contractor Sherri Bovino, CEO, Global, A 1st Flagship Company, Details in Webcast How Women Thrive...
Secure Your Spot: Frank Luntz Unveils Congress Insights on Nov 9 Webcast!
Register Now for November 9 Members Webcast: Listen to Frank Luntz on "How the New Speaker Will Impact Congress"...
Unlock the Secrets of Smart Giving in 2023! Reserve Your Spot Now!
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. ...
Exclusive Insights Await: Join Our Members-Only Webcast on Nov 9!
Register Now for November 9 Members Webcast: Listen to Frank Luntz on "How the New Speaker Will Impact Congress"...
Charitable Giving in 2023 and Beyond: Tax-Smart Strategies and More
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. ...
Private Family Trust Companies for Family Enterprises
This content is made possible by the support of our sponsor, Pathstone – The Family Office.Private family trust...
Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles
Senate Democrats Spar over Hydrogen Credit Guidance. On Oct. 16, eight Democratic senators, led by Sens. Sheldon...
New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential
New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential, but is it ‘Rational Interest or...
Stay Informed: Dive Deeper into Congress with this Weekly Washington Update
House Continues Search for Speaker as Consequences of Vacancy Grow: The House has been without a speaker for just over...
Year-End Charitable Giving Strategies: Learn from the Experts
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. ...
Policy Update, Legislative Lowdown, and Tax Worldview
House Republicans Continue Search for Speaker; Consequences of Vacancy Grow. Rep. Kevin McCarthy (R-CA) was removed...
2023 Annual Family Business Report
Each year we reach out to America’s family businesses to get a first-hand reading on what their critical issues are...
Webinar Replay: South Dakota Trusts’ Game-Changing Tactics in Family Business Planning
South Dakota Trust Company Execs in New Webcast Detail How Flexibility in Family Trust Design is Crucial for Family...
Exclusive Webcast Alert: Dive Into Congress’ Future with Frank Luntz on Nov 9!
Register Now for November 9 Members Webcast: Listen to Frank Luntz on "How the New Speaker Will Impact Congress"...
High Growth for Family Businesses Despite Inflation, Labor, and Recession
Growth Continues High for Family Businesses Despite Worries of Inflation, Labor, and Recession, Study Shows Family...
Exclusive Invitation: State of Family Business & Critical Tax Issues Presentation!
We are pleased to invite you to be our guest for a dinner presentation addressing the State of Family Business &...
Weekly Washington Policy Updates
General Updates McCarthy Ousted from Speakership in Historic Move: On Tuesday, Oct. 3, the House made history...
Legislative Update and long awaited Tres and IRS Priority Guidance Plan
Government Shutdown Averted at the 11th Hour; McCarthy Ousted from Speakership. On Sept. 30, Congress passed a 45-day...
2023: Family Businesses Flourish Despite Challenges!
Growth Continues High for Family Businesses Despite Worries of Inflation, Labor, and Recession, Study Shows Family...
Navigating Company Valuation Amidst Sales & Mergers: IRS Insight
By Todd G. Povlich, CFA, ASA, Mark E. Lingerfield, ASA, and Tadd A. Lindsay Appraising A Company That Is...
Key Industry Leaders Gather: Congressional Family Business Caucus
Congressional Family Business Caucus Meets for Third Time with Family Businesses, Industry Leaders on Capitol Hill ...
Weekly Washington Update: Taxes, Health Care, Immigration, and More
General Updates Government Shutdown Just Days Away: Congress is barreling toward the first full-government...