Active Management - A Different Perspective Fenimore Asset Management, manager of the FAM Funds, is dedicated...
Family Businesses Articles
Join the Conversation: Unveiling the Latest Family Office Trends – Register Now!
‘Trends of Family Offices’ Talk Kicks Off 18th Annual Family Office Symposium with Family Enterprise USA’s Pat Soldano...
Act Now! Get Registered for April Members Webcast
Register Now for April Members WebcastApr 17, 2024 - 12:00 PM Pacific Time This is a Family Enterprise USA Exclusive...
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...
Register Today – Ensure Your Family’s Financial Security with a Trust
We are excited to invite you to an exclusive webcast that could transform the way you protect your family's assets and...
Transform Your Family’s Financial Future with Modern Trust Designs
We are excited to invite you to an exclusive webcast that could transform the way you protect your family's assets and...
Census Report Fuels Child Tax Credit Debate and More Updates
Legislative Lowdown Census Poverty Report Renews Democratic Push for Child Tax Credit Expansion. The fight for...
Saying It Out Loud, By Pat Soldano. September 2023.
Trust is Everything When Saving America By Pat Soldano Family businesses may have to save America. Let me...
Chris Thorkelson Provides Insights into Post-Covid Growth, Succession Planning, in New Video
Real Estate Leader Lloyd Companies’ CEO Thorkelson Provides Insights into Post-Covid Growth, Succession Planning, in...
Discover the Secrets to Safeguarding Your Family’s Financial Future – Join Our Webcast!
We are excited to invite you to an exclusive webcast that could transform the way you protect your family's assets and...
Make an Impact: Contact Your Representatives to Join The Congressional Family Business Caucus!
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
Comprehensive Updates: Government, Health Care, and Immigration
Government Funding Bills Stall in House and Senate: The odds of a government shutdown gradually increased over the...
How Can Philanthropy Build the Next Generation’s Financial Skills?
For family business owners, preparing the next generation to someday join your business is an important goal. Teaching...
Cybersecurity is No Longer Optional, It’s a Necessity
By Bonnie Ohlinger JD, CPRIA, USI-National Content Manager No one is immune from cybercrime. Large...
Register Now for Webcast Starting at 12P PT: Philanthropic Strategies for Successful Families
Are you interested in learning how to make your charitable giving more effective? If so, we encourage you to register...