Family Businesses Articles

By Megan Helzner, Principal, CFAR As 76 million Baby Boomers prepare for retirement, there will be an enormous transfer of wealth to Gen X, Millennials, and Gen Z. According to estimates by Merrill Lynch, what is commonly referred to as The Great Wealth Transfer means...

Gain Insights, Build Connections & Secure Your Legacy   We are excited to share details about Lido Consulting's Annual Family Office Investment Symposium, a top-tier event designed for legacy preservation in the family office community.   Expect a...

House and Senate Republican Leaders Align on Reconciliation: Senate Majority Leader John Thune (R-SD) and House Speaker Mike Johnson (R-LA) agreed on key policy toplines for a compromise budget resolution following a meeting at the White House on Tuesday with Trump...

By Patricia M. Soldano President Family Enterprise USACapitol Hill Caucus Meeting Gives Family-Owned Business Leaders a Chance to Talk to Directly with Policy Makers   Seven House Members Meet with Attendees to Hear Critical Issues affecting Family-Owned...