By, Jim Coutre, Managing Director, Head of Wealth Planning, Pathstone Raising children to become healthy, responsible...
Family Businesses Articles
Rockefeller Global Family Office, CFAR, Mack International Join FEUSA to Support Family Businesses
Rockefeller Global Family Office, CFAR, Mack International Join Family Enterprise USA to Support Family Businesses ...
Corporate Transparency Act Reinstated; Filing Deadline Extended
Corporate Transparency Act Reinstated; Filing Deadline Extended to March 21, 2025 On February 18, 2025, the U.S....
New Podcasts Focus on Top Concerns Facing Family Office Clients
Family Office Exchange, Tamarind Learning Focus on Top Concerns Facing Family Office Clients in New Podcasts ...
![[ONLY 36 HOURS LEFT] Estate Planning Essentials: Begin with Family Vision and Values](https://familyenterpriseusa.com/wp-content/uploads/2024/07/Instagram-pathstone-webcast5-400x250.jpg)
[ONLY 36 HOURS LEFT] Estate Planning Essentials: Begin with Family Vision and Values
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
Federal Court Partially Halts Noncompete Rule
On July 3, 2024, United States District Court Judge Ada Brown ruled against the Federal Trade Commission (FTC) and...
WEBCAST ALERT: Integrating Family Vision into Your Estate Planning
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder
Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder Steve...
Weekly Washington Update: Policy Highlights from the First 2024 Presidential Debate
2025 Outlook—Democrats Setting Battle Lines as 2024 Elections Loom: Though much of the attention on the expiration of...
Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown
Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown in New Family...
Don’t Miss Our Legislative Update Webcast – Register Today!
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
![[LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values](https://familyenterpriseusa.com/wp-content/uploads/2024/06/Instagram-pathstone-webcast2-400x250.jpg)
[LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
Handing Over the Keys—The Challenges of Reaching Gen Z
By By Linda MackFounder and PresidentMack InternationalIn a recent FEUSA podcast Pat Soldano was joined by Dr. Frank...
Immediate Implications of Recent Supreme Court Ruling on Moore v. United States
Recently, the Supreme Court ruled seven to two in favor of the constitutionality of the Mandatory Repatriation Tax...
U.S. Family Businesses Grow Despite Challenges of Inflation, Labor, and Taxes Says Latest Family Business Survey
U.S. Family Businesses Grow Despite Challenges of Inflation, Labor, and Taxes Says Family Enterprise USA’s Latest...
![[WEBCAST] Unlock Effective Estate Planning: Focus on Family Vision and Values](https://familyenterpriseusa.com/wp-content/uploads/2024/06/Instagram-pathstone-webcast-400x250.jpg)
[WEBCAST] Unlock Effective Estate Planning: Focus on Family Vision and Values
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
Weekly Washington Update: Senate Advances Nuclear Permitting Bill, Hearing on COVID-19 Origins, 2025 Outlook.
Senate Advances Nuclear Permitting Bill: The Senate returned this week and the House will be back in session on June...
Saying It Out Loud, By Pat Soldano. June 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USACommunication is the X Factor When It Comes to Bringing Up ‘Next...
‘Congressional Family Business Update’ Story Featured in Trusts & Estates Magazine
‘Congressional Family Business Update’ Story Featured in New Issue of Trusts & Estates Magazine Family...
Focus on the future with these four strategies
Enduring family enterprises focus on four key strategies for long-term success. Learn how these strategies are key to...
Ten Family Business Leaders Spotlight Succession Issues in Video
Ten Family Business Leaders Spotlight Succession Issues in New Family Enterprise USA Video In a new video, ten...
Family Vision and Values: The Starting Point of Estate Planning
By Jim CoutréHead of Wealth PlanningPathstoneBy Scott Weaver, JDChief Fiduciary OfficerPathstoneEstate planning has...
Business Owners Discuss Transition Plans and Estate Tax Issues in New Video
Three Family Business Owners Discuss Transition Plans, Estate Tax Issues in Video During Latest Congressional Family...
EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Webcast
EY Family Business Experts Explain How to ‘Future Fit’ Shareholder Equity To Avoid Disruption in New Family Enterprise...
New Caucus Video Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’ Issues
New Video of Congressional Family Business Caucus Shows Family Businesses, Family Center Execs Discuss ‘Next Gen’...
Tax Update: Prepare for 2025 Tax Changes! Senate Forms New Working Groups
Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24 formation of...
How Do You Future Fit Your Shareholder Liquidity Strategy To Avoid Disruption?
One of the biggest disruptions to family-owned companies is a lack of clarity regarding shareholder liquidity. ...
Distrust By Next Generations Makes Communication with Future Family Business Leaders a Challenge on Key Issues
New Podcast with Dr. Frank Luntz and Pat Soldano Addresses How to ‘Decode Language’ to Reach Generation Z and X ...
Democracy in Action – Our visit to the Congressional Family Business Caucus
By Allen EsrockFounderNxtGen NexusBy Tim SchultzCenter for Family Business at Cal State FullertonThe Congressional...
Taxation & Representation. Prepare for 2025: Senate GOP Creates Tax Working Groups
Senate Finance Committee Republicans Form Working Groups in Preparation for 2025: Following the April 24 formation of...
Videos Feature CK Mondavi’s CEO Brown, Holland Equipment VP Geurink on Managing Workforce and Next Gen
New Videos Feature CK Mondavi’s CEO David Brown, Andrew Geurink, VP, Holland Equipment, on Managing Workforce, Next...
Congressional Family Business Caucus Roundtable Summary – May 14, 2024
Pat Soldano opened the roundtable by thanking Members of Congress and family-owned businesses for joining the second...
EY’s Aylward Details How To ‘Stress Test’ Your Family Business & Wealth Transition Planning in New Podcast
EY’s Sean Aylward Details How To ‘Stress Test’ Your Family Business and Wealth Transition Planning in New Family...
![[VIDEO] Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified Workers in Tough Calif. Market](https://familyenterpriseusa.com/wp-content/uploads/2024/05/Instagram-jeff-reed-video-400x250.jpg)
[VIDEO] Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified Workers in Tough Calif. Market
In New Family Enterprise USA Video, Reed Family Companies CEO, Jeff Reed, Details Difficulties Finding Qualified...
Discover New Tax Insights Affecting Your Family Business on June 6
Join us on June 6 in Oak Brook to hear about the latest developments in Washington, DC and their impact on family...
The Race to November: 2024 Election Preview
Summer is approaching and, right on time, the 2024 election is starting to heat up. Races for the House, Senate and...
With Focus on ‘Workforce,’ Caucus Leaders Hear Directly from Non-Family Business Employees
By Pat SoldanoPresidentFamily Enterprise USAWith Focus on ‘Workforce,’ Congressional Family Business Caucus Leaders...
Taxation & Representation: New Disaster Relief Tax Bill Advances. Ways and Means Committee Actions.
Disaster Relief Tax Bill Passes House: On May 15, Rep. Greg Steube (R-FL) succeeded with a discharge petition for his...
Thinking Of Selling Your Family Business? Here Are Six Key Steps You Need To Take Now
By Isaac Bradley, J.D., CPA Director of Financial PlanningHomrich BergSome businesses are family-owned for...
![[WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?](https://familyenterpriseusa.com/wp-content/uploads/2024/05/Instagram-ey-webcast4-400x250.jpg)
[WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?
Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your...
DAC Insights – The Case for Dividend Growth Investing
By Marc D. Saurborn, CFA®Chief Investment OfficerDividend Assets Capital, LLCRegardless of how thorough the analysis...
Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Meeting
Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Capitol...
Weekly Washington Update: FAA Reauthorization and Other House Measures. Bipartisan House Bills.
Congress Passes Full-Year FAA, Various Measures: Following a months-long stalemate on the Federal Aviation...