Tax Update: House Ways and Means Committee Notices Tuesday Markup, Releases Preliminary Legislative Text On May...
Family Businesses Articles
Unlock Smarter Estate Planning for High-Net-Worth Families – May 30
Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT "Estate Planning for High-Net-Worth Families: Beyond the Basics"...
Preserving Legacy, Building Value: Real Estate for Families
Family businesses face a unique challenge: balancing near-term needs with long-term legacy. At Buchanan Street...
2 Days Left to Register For Profit Family Office Structure Webinar
Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost...
Meet Our Keynote Speaker | For Profit Family Office Structure Webinar
Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost...
Article Focuses on Tax Issues, Labor, and Inflation Findings from Recent Survey
‘Future of Family Business’ Article Focuses on Tax Issues, Labor, and Inflation Findings from Recent Family Enterprise...
YOU’RE INVITED: For Profit Family Office Structure – Is It Right For Your Family?
Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost...
![[Last chance] Register For the July 27th Webinar](https://familyenterpriseusa.com/wp-content/uploads/2022/07/Instagram-zoom5-400x250.jpg)
[Last chance] Register For the July 27th Webinar
Family Enterprise USA Exclusive Members Only Zoom Meeting, Including Former U.S. Senator Mark Begich July 27 at 12PM...
Register now: For Profit Family Office Structure – Is It Right For Your Family?
Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost...
Visits & Caucus Get Private Company Director Spotlight
Capitol Hill Visits, Congressional Caucus Get Private Company Director Spotlight Our recent series of successful...
Channellock’s DeArment Opens Up on Challenges of Multi-Generational Businesses
Channellock’s Jon DeArment Opens Up on Challenges of Multi-Generational ‘Made In USA’ Products in New Family...
Shifting News About Reconciliation
There’s been a lot of shifting news about reconciliation. July 14th, The Washington Post put out a (now-revised)...
Webinar Subjects Include What’s Happening at the IRS & Audit Triggers
The Five Critical Steps in Understanding a Business Valuation:From Estate Planning to Exit Planning Business Valuation...
INOLEX & Employees Help Ukraine
INOLEX, Family EnterpriseUSA Member, Helps UkraineEmployees Provide Relief to War Victims INOLEX Works with American...
Saying It Out Loud, By Pat Soldano. July 2022.
It’s Slow, Frustrating, But Talking to Congress Works Last month we took a group of family business members, CEOs of...
New Webinar: ‘How Much Is My Family Business Worth?’
The Five Critical Steps in Understanding a Business Valuation:From Estate Planning to Exit Planning Business Valuation...
Business Valuation Webinar: From Estate Planning to Exit Planning
Hosted by Family Enterprise USA, our presenter is Mark E. Lingerfield, MPI. Mark is a Partner at MPI and is based in...
Family Business Centers, Family Businesses Meet Capitol Hill Representatives
Family Business Centers, Family Businesses Meet Capitol Hill Representatives to Discuss Critical Issues Face-to-Face...
![[LAST CHANCE] Business Owner Survey](https://familyenterpriseusa.com/wp-content/uploads/2022/06/Instagram-survey2-400x250.jpg)
[LAST CHANCE] Business Owner Survey
Thank you to the Orange County Business Journal for publishing this article.We're running a survey and would love your...
Winning The War on The Wealthy
A Video Conversation with Family Enterprise USA’s Pat Soldano and Well-known Political Strategist Dr. Frank Luntz In a...
How to Get the Most from Your Board
Thank you to BNY Mellon Wealth Management for this report.A high-quality board of directors with a range of talents...
Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises
Thank you to the Orange County Business Journal for publishing this article.Increased Taxes for Individuals,...
![[Survey] How Do You Hold Ownership of Your Family Business?](https://familyenterpriseusa.com/wp-content/uploads/2022/06/Instagram-feedback2-400x250.jpg)
[Survey] How Do You Hold Ownership of Your Family Business?
We're running a survey and would love your input.Thank you for participating! How do you hold ownership of your family...
Saying It Out Loud, By Pat Soldano. June 2022.
Maybe We Knew This All Along: Workers Find Family Enterprises Better Places to Work, Earn Maybe there is something...
PODCAST: The Power of The U.S. Family Business: A Conversation with Pat Soldano
Thank you to the Orange County Business Journal for publishing this article.Real Assets Advisor Podcast: The Power of...
One Question; Business Owner Survey
Thank you to the Orange County Business Journal for publishing this article.We're running a survey and would love your...
The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
How do you hold ownership of your family business or family office?
Thank you to the Orange County Business Journal for publishing this article.We're running a survey and would love your...
Local Charities Rely on Family Businesses For Survival in Tough Times, Research Shows
Thank you to the Orange County Business Journal for publishing this article.Increased Pressure on Local Charities to...
Family Business Stories Come to Life in YouTube Video Series
Thank you to the Orange County Business Journal for publishing this article.Expert Communicator Dr. Frank Luntz,...
Embrace Your Role as Future Family Business Leader
By Nathan Kublank and Mary Ellen Krueger, Aspiriant directors in wealth management and partnersThe statistics on...
Meet Members of Congress at the Private Company Governance 2.0 Summit in DC, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
Why Congress is Choking Family Businesses
Thank you to the Orange County Business Journal for publishing this article.It’s hard to imagine our legislators...
The Surprising Facts of What America’s Family Businesses Look Like
54 Percent of America’s Family Businesses Added Jobs, New Research Shows America’s family businesses is one of the...
Full Slate of Events Scheduled for Family Businesses This Month
Denver Family Business Center, Family Business Association of California May Events Key for Family Businesses Family...
2022 Family Office Trends
Thank you to Pathstone, the modern family office, for this report.INTRODUCTION Working closely with SFOs is an...
You Are Invited To Hear Frank Luntz & Karl Rove Speaking May 11
Family Enterprise USA "Invitation Only" Members Zoom Meeting - May 11 at 12PM PT / 3PM EST This will be a time...
Considerations in Making a Gift of a Business Interest to a Public Charity
Thank you to BNY Mellon Wealth Management for this report.One way donors can meet their philanthropic goals, while...
Hear Frank Luntz and Pat Soldano. We Can’t Continue This Fight Without You.
Family Enterprise USA "Invitation Only" Members Zoom Meeting - May 11 at 12PM PT / 3PM EST To receive the Zoom...
By Invitation Only – May 11th Zoom Addressing Latest Tax Legislation
Family Enterprise USA "Invitation Only" Members Zoom Meeting - May 11 at 12PM PT / 3PM EST To receive the Zoom...
Weekly Washington Update. General, Health Care, Tax, and More.
Seeking Further Action on USICA: This week, over 100 lawmakers were named to the bicameral conference committee on...
A Conversation with Frank Luntz and Pat Soldano
“Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano”Hybrid Event: Attend In-Person or...