Family Enterprise USA Articles

Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY

In this insightful episode of the Family Enterprise USA podcast, host Pat Soldano welcomes Catherine Fankhouser and John Fitton, Family Office Advisory executives from Ernst & Young. Together, they delve into the complex world of family offices, providing clarity...

Saying It Out Loud Special Report May 2025, By Pat Soldano

By Patricia M. Soldano President Family Enterprise USAWho Should Pay More Taxes? Hard-Working Family-owned Businesses Are Caught in the Movement to ‘Tax the Rich’   Keeping Successful Family-Owned Businesses Strong, Creating Tax Policies to Help Middle-Tier...

How Parallel Governance Can Guide Generational Transition with EY

Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk demands clear boundaries between family, ownership, governance and management. Parallel governance, or the establishment of separate governance...

Community Involvement Highlights May 14 Meeting with Members of the Congressional Family Business Caucus

Community Involvement Highlights May 14 Meeting with Members of the Congressional Family Business Caucus, Family Businesses   Family-Owned Business Leaders Share Importance of Family Businesses Supporting Local Communities, Charities with House Members; Frank Luntz...