Robert Panetti, CFA®Managing Director, Private AdvisorRockefeller Global Family OfficeShirley QuackenbushManaging...
Family Businesses Articles
Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Survey Shows
Family-Owned Businesses See Lower Taxes as Means to Invest More in Business, Employees, Family Enterprise USA Survey...
Saying It Out Loud August 2026, By Pat Soldano and Tim Schultz
By Patricia M. SoldanoPresidentFamily Enterprise USABy Tim SchultzCEOFamily Enterprise USAWealth Taxes Have Failed,...
Wealth Tax News – 3/27/2026
This week saw renewed federal momentum on taxing extreme wealth: Sen. Chris Van Hollen (D-MD) reintroduced his...
When a Family Office Supports Your Preferred Life – and When It Gets in the Way
By Jeff BezansonExecutive Managing DirectorPathstonejbezanson@pathstone.comFamily Enterprise USA members represent the...
Affordability Strategies Get Spotlight During First Congressional Family Business Caucus
Affordability Strategies Get Spotlight During First Congressional Family Business Caucus; Rep. Correa and Rep. Tenney...
Act Now: Survey Ends Soon – Be Heard
Don’t Wait - Survey Closes Soon Take 5 minutes now to ensure your voice is heard where it matters most. ...
Weekly Washington Update: Tax Shakeups Ahead? What to Watch Closely
POTUS Signs EO on Affordable Home Construction: On Friday, President Trump signed an executive order (EO) to address...
Legislative Update Focuses on Growing Wealth Tax Concerns, Tariffs, and Supreme Court Decisions
Legislative Update Focuses on Growing Wealth Tax Concerns, Tariffs, and Supreme Court Decisions In the recent...
Rep. Correa and Rep. Tenney Named Co-Chairs of Bipartisan Congressional Family Business Caucus
Family Enterprise USA Organizes First Caucus Meeting March 17 focused on Affordability Strategies for Family-Owned...
Wealth Tax News – 3/13/2026
This week, we continue to monitor proposals for new taxes on high earners or the wealthy in Washington, California,...
How dynasty trusts are setting a family enterprise up for long-term success
With EY support, entrepreneur John Conner, Jr. has preserved his legacy for the future benefit of his descendants,...
Taxation & Representation: Tax Alert – New Bills Could Reshape Your Finances!
House Republicans Begin Discussions on Reconciliation 2.0: Last week, House Republican leaders agreed to try to...
What is your Top Concern: Reduce Federal Budget/Debt, Reduce Income Taxes, or Regulations?
Don't miss out! Your vital perspective is needed before the survey closes. Shape your future now. Decisions...
Women’s Business Owners Group Discusses Advocating on Behalf Women-owned Businesses
19 Women Meet to Discuss Critical Issues Facing Women in Business, Advocating with Lawmakers on Capitol Hill ...
California Wealth Tax News: Wealth Tax Threat to Family Businesses?
Concerns about new and damaging wealth tax bills are growing in multiple states, including California, Washington, and...
Wealth Tax News – 3/6/2026
Sen. Bernie Sanders (I-VT) and Rep. Ro Khanna (D-CA) proposed a federal 5% annual tax on wealth above $1 billion. ...
Taxation & Representation: Bipartisan IRS Reform. What’s Really Changing?
Crapo, Wyden Introduce Wide-Ranging Tax Administration Bill: On Feb. 26, Senate Finance Committee Chairman Mike Crapo...
Act Now: Influence Washington. Secure Legacy.
Don't miss out! Your vital perspective is needed before the survey closes. Shape your future now. Decisions...
Congressional Family Business Caucus Members Meeting Set March 17
Congressional Family Business Caucus Members Meeting Set March 17; Affordability Strategies, New Family-Owned Business...
Taxation & Representation: GOP Divided as Wealth Tax Momentum Grows
Republican Split on Reconciliation 2.0: Earlier this month, President Trump ruled out a second budget reconciliation...
Changing Public Markets and the Impact for Average Investors
By Jordan WaldrepChief Investment OfficerBank OZKThe landscape of public markets in the US has undergone a profound...
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...
Saying It Out Loud February 2026, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USAReconciliation 2.0, State Wealth Taxes ‘In Play’ for 2026...
Annual Survey Details Issues Facing Family-Owned Businesses
Annual Family Enterprise USA Survey Details Issues Facing Family-Owned Businesses; Meeting of Caucus Members Tackles...
This Impacts You More Than You Think
Small action. Serious influence. See why this matters more than ever. Your voice matters - and it directly...
Washington Update: Wealth Tax Battles Expand Nationwide
DHS Faces Shutdown as Negotiations Continue: The Department of Homeland Security (DHS) will shut down on Feb. 14 after...
Wealth Tax News – 2/13/2026
Coverage of wealth taxes this week frames California’s wealth tax push as both a healthcare-funding response and a...
Your Voice, Your Power: 5-Minute Survey
Your Company's Story Could Shape National Policy – Do You Have 5 Minutes? Share quick facts about your...
Affordability Strategies Topic for March Meeting with Members of Congressional Family Business Caucus
Affordability Strategies for Family-Owned Businesses Topic for March 17 Meeting with Members of Congressional Family...
Protecting Your Legacy: Cybersecurity and Fraud Mitigation Strategies
Cybersecurity, Fraud Mitigation Strategies for Family-Owned Businesses Detailed in New Family Enterprise USA, Bank OZK...
Want Lawmakers to Listen? Master the Art of Influence on Capitol Hill
Make 2026 the year your voice moves policy. Discover powerful but simple advocacy tips for family business leaders....
Wealth Tax News – 2/6/2026
Building on last week’s divide, the California debate has sharpened around the mechanics and consequences of the...
19 Women Named Founding Members of Women’s Business Owners Group
19 Women Named Founding Members of Women’s Business Owners Group, Addressing Challenges Women in Business Face The...
Taxation & Representation: FY2026 Funding Deal Advances – But Trouble Looms Ahead
FY 2026 Appropriations Outlook: On Jan. 30, Senate lawmakers reached an agreement and passed a revised package...
The Numbers That Will Unlock Better Laws
Your Company's Story Could Shape National Policy – Do You Have 5 Minutes? At Family Enterprise USA, we champion...
Cybersecurity Alert: Protect Your Family Business
Save your spot for this exclusive webcast: Register Now January 30, 2026 | 10:00 AM – 11:00 AM PDT "Protecting Your...
Taxation & Representation: Shutdown Looming This Weekend?
Global Wealth Tax Gains Steam: Governments worldwide, from the United Kingdom (UK) and France to U.S. states like...
Insider Policy & Succession Insights Await You
Marcus Evans Private Wealth and Chief Executive Group’s Family-Owned Business Summits Offer Insights into Succession,...
![[WEBCAST] Family Business Security: Don’t Leave It to Chance](https://familyenterpriseusa.com/wp-content/uploads/2026/01/Instagram-bank-ozk-webcast-4-400x250.jpg)
[WEBCAST] Family Business Security: Don’t Leave It to Chance
Save your spot for this exclusive webcast: Register Now January 30, 2026 | 10:00 AM – 11:00 AM PDT "Protecting Your...
The Art of Influence
What if the push for wealth taxes crashes into constitutional barriers? In this timely Bloomberg Tax analysis,...
Revival of the Wealth Tax May Prompt Constitutional Challenges
What if the push for wealth taxes crashes into constitutional barriers? In this timely Bloomberg Tax analysis,...