By Jordan WaldrepChief Investment OfficerBank OZKThe landscape of public markets in the US has undergone a profound...
Family Businesses Articles
Congress Is Listening – Will You Speak Up?
Small action. Serious influence. See why this matters more than ever. Your voice matters - and it directly...
Ernie Pomerleau Retires From the Board After 20 Years
Dear Partners and Friends, I wanted to let you know that Ernie Pomerleau, a distinguished Board Member of...
Developing Next Generation Members in the Family Business and Family Enterprise
By Annie ClareSenior Investor Relations AnalystBuchanan Street PartnersIn today's rapidly evolving world, family...
November 2025 Tax Regulatory Update
In September, the Treasury Department and Internal Revenue Service (IRS) issued the 2025-2026 Priority Guidance Plan....
Washington Update: Critical New Tax Moves Ahead – See What Could Impact Family Businesses Now
Kies Flags Upcoming Guidance and the 2026 Filing Season: On Nov. 20, Treasury Assistant Secretary for Tax Policy and...
Final Reminder: Register Today – The Advocacy Webcast Begins Tuesday
Save your spot for this exclusive webcast: Register Now December 9, 2025 | 10:00 AM – 11:00 AM PDT "Get Your Voice...
Quick Question: Can You Share Your Insight to Support Family-owned Businesses?
As a valued member of Family Enterprise USA, your insights are essential. Each year, we conduct our Member...
Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Webcast
Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Family Enterprise USA Webcast Navigating...
Your Giving Keeps America’s Family-owned Businesses Strong and Growing
Giving Tuesday, Dec. 2, Makes Your Voice Heard in Congress The importance of family-owned businesses in...
Your Voice Matters More Than Ever
As a valued member of Family Enterprise USA, your insights are essential. Each year, we conduct our Member...
Become an Advocate Who Gets Results – Here’s How
Save your spot for this exclusive webcast: Register Now December 9, 2025 | 10:00 AM – 11:00 AM PDT "Get Your Voice...
Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California
California House Member Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California ...
Preserving Legacy Beyond the Operating Business: Evolving from Operator to Investor
By Annie ClareSenior Investor Relations AnalystBuchanan Street PartnersFor many families, the operating business is...
![[WEBCAST] Learn to Advocate. Step by Step. We will walk you through it.](https://familyenterpriseusa.com/wp-content/uploads/2025/11/Instagram-advocate-webcast-3-400x250.jpg)
[WEBCAST] Learn to Advocate. Step by Step. We will walk you through it.
Save your spot for this exclusive webcast: Register Now December 9, 2025 | 10:00 AM – 11:00 AM PDT "Get Your Voice...
Saying It Out Loud November 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USAFamily Businesses Navigate Year with Major Legislative Wins, But...
Quarterly Legislative and Political Update Webcast, November 2025
Pat Soldano (President, Family Enterprise USA) opened the call by welcoming participants. Pat thanked those who are...
From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business
Whether you’re launching your first venture or refining a bold idea, understanding the foundation of your business is...
Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Podcast
Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Family Enterprise USA Podcast...
CR Signed, Sealed and Delivered: Government Reopens
On the evening of Nov. 12, 2025, President Trump signed H.R. 5371 – Continuing Appropriations, Agriculture,...
Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood webcast with Pathstone
For many families behind highly successful family-owned businesses, early parenting is centered around protection -...
Your Insights Can Help Protect Family-Owned Businesses
As a valued member of Family Enterprise USA, your insights are essential. Each year, we conduct our Member Survey to...
![[PODCAST] Government Reopens… Now What? Hear the Breakdown Today](https://familyenterpriseusa.com/wp-content/uploads/2025/11/Instagram-brownstein-podcast-111425-400x250.jpg)
[PODCAST] Government Reopens… Now What? Hear the Breakdown Today
Appropriate Timing: End of Shutdown Leads to Government Funding Questions It’s been a big week on Capitol Hill...
Get Your Voice Heard: How to Advocate Simply, Powerfully
Save your spot for this exclusive webcast: Register Now December 9, 2025 | 10:00 AM – 11:00 AM PDT "Get Your Voice...
Sounding the Alarm on New ‘Wealth Tax’ Proposals
If you’re wondering how the re-introduction of a "Billionaires Income Tax Act" in Congress will affect you, this video...
Three Pennsylvania Family Businesses Detail How Tariffs Are Affecting Them in New Webcast
Three Pennsylvania Family Businesses Detail How Tariffs Are Affecting Them in New Family Enterprise USA Webcast ...
Digest of Alerts, Articles, Podcasts, Newsletters and Other News
2025 Post-Election Outlook and AnalysisBy Doug Friednash, Blake, Melissa Kuipers, Joe Jaso, Ray Colas, Michael...
Taxation & Representation Update: Shutdown’s Impact, Fast-Track Disputes, IRS Leadership, Crypto Tax
Shutdown Week 6: On Wednesday, Nov. 5, the federal government shut down that began on Oct. 1, became the longest in...
New Webcasts, Podcast Focus on Family Governance, Tax Policies, and Tariffs
New Webcasts, Podcast Focus on Family Governance, Tax Policies, Tariffs Affecting Family-owned Businesses ...
![[Starts in 24 Hours] Raising the Next Generation of Leaders in Family Business](https://familyenterpriseusa.com/wp-content/uploads/2025/11/Instagram-pathstone-webacst-5-400x250.jpg)
[Starts in 24 Hours] Raising the Next Generation of Leaders in Family Business
Save your spot for this exclusive webcast: Register Now November 5, 2025 | 10:00 AM – 11:00 AM PDT "Parenting Amidst...
Inside the SCOTUS Tariff Case: What It Means for You
The US Supreme Court (SCOTUS) is scheduled to hear arguments on November 5, 2025, into President Trump’s imposition of...
![[WEBCAST] Parenting Amidst Wealth: Shifting from Protection to Empowerment](https://familyenterpriseusa.com/wp-content/uploads/2025/10/Instagram-pathstone-webcast-4-400x250.jpg)
[WEBCAST] Parenting Amidst Wealth: Shifting from Protection to Empowerment
Save your spot for this exclusive webcast: Register Now November 5, 2025 | 10:00 AM – 11:00 AM PDT "Parenting Amidst...
Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
Family Enterprise USA President Pat Soldano continues to bring clarity to the complex issues shaping the future of...
2025 Annual Family Business Report
Family businesses experienced unique headwinds and tailwinds in 2025. This year, the most significant challenge for...
Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength
By: Tammie M. Sandoval, J.D., CTFAChief Fiduciary OfficerBank OZKFamily enterprises form the backbone of global...
Parenting in a Family Business: Empowering the Next Generation
Save your spot for this exclusive webcast: Register Now November 5, 2025 | 10:00 AM – 11:00 AM PDT "Parenting Amidst...
Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises
For family enterprises, few decisions are more consequential than choosing the right business entity. That choice...
You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
Join us to hear more about understanding key risks in the shifting global trade and investment landscape As the...
Is your business being affected by the “shut down”?
We’d love to hear from you! Please take a moment to participate in our quick poll.[gravityform id="58"...
Taxation & Representation Update: What the ongoing shutdown means for your business
Shutdown Week 4: The federal government shutdown that began on Oct. 1 continues without resolution. On Oct. 20, the...
Family Businesses Concerned About Potential New Wealth Tax Act
Family Businesses Concerned About Potential New Wealth Tax Act Re-Introduced in Congress Bill by Sen. Wyden Gets...
Guiding Adult Children in Family Business: Join the Discussion
Save your spot for this exclusive webcast: Register Now November 5, 2025 | 10:00 AM – 11:00 AM PDT "Parenting Amidst...
MIND THE GAPS: Family Solutions for Insurance Risk Management
You do all you can to keep your family members safe and secure their futures. That means engaging with experts for...