Latest Wealth Management, Insurance Strategies for Family Businesses Detailed in Two New Webcasts with Rockefeller...
Family Enterprise USA Articles
Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
Legacy and Longevity: How Congress Can Support the Next Generation of Family Business. In Conjunction with the...
Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust
This webcast will explore practical steps to building effective family governance, including the structures,...
Compensation: How are You Leveraging this Critical Tool?
By Linda C. MackFounder and PresidentMack InternationalA host of macroeconomic factors and geopolitical shifts have...
Weekly Washington Policy Update: Senate Votes Down CRs, Why Family Businesses Must Stay Alert
Senate Votes Down Dueling CRs: The Senate on Friday failed to advance a short-term continuing resolution (CR) (H.R....
Taxation & Representation: What Family Owned Businesses Must Know: FY26 Appropriations and OBBBA Updates
FY26 Appropriations Outlook: House Republicans are weighing options to avoid a government shutdown as the Sept. 30...
Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
Wealth is more than just financial capital— it is a malleable force that can shape family goals influence life...
Navigating Uncharted Waters in the Insurance Industry with USI
This webcast explores the evolving challenges facing both businesses and individuals in today’s turbulent insurance...
Taxation & Representation: Congress debates IRS cuts & new tax rules — what family businesses must know
Congress Weighs FY2026 Funding for IRS, OECD and DOJ Tax Division: As Congress returns this week, lawmakers face a...
How Family Governance Protects Generational Wealth
By Brian BissellSenior Vice President and Client AdvisorWhittier TrustClear communication and structure are essential...
Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
Fall is a season of rituals that invite us to dig in and address the issues that will help us finish the year well....
Women’s Business Owners Group Gets Bipartisan Congressional Support
New Women’s Business Owners Group Gets Bipartisan Congressional Support at Latest Southern California Meeting ...
Saying It Out Loud September 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USAFinding Opportunities in Tariffs Have Family Businesses...
Meet the Visionary Leaders Transforming Family Business in 2025
Family Business Magazine's 2025 CEOs to Watch are forward-thinking leaders transforming family businesses across...
National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Family Enterprise USA...
Saying It Out Loud August 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USATop 5 Family Businesses Wins After Passage of ‘One Big Beautiful...
‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast
‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Family Enterprise USA Podcast Family Enterprise...
New Podcast Details How to Make Private Equity into Positive Partners
New Family Enterprise USA Podcast Details How to Make Private Equity into Positive Partners Family Enterprise USA...
Quick Poll: Concern About Capital Gains Tax
We’d love to hear from you! Please take a moment to participate in our quick poll on Capital Gains Tax.[gravityform...
Smart Strategies for Family Business Success with Rockefeller Global Family Office
This webcast features Shirley Quackenbush, Robert Panetti, Ryan Coulson, and Michael Misciagna at Rockefeller Global...
Congress and Family Business: A Policy Win Checklist
The provided text from "Congress will Listen.pdf" discusses how consistent and constant communication with Congress...
Saying It Out Loud July 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USACongress Listens When Message is Constant and Consistent; ‘One...
Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?
By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management ServicesFamily-owned businesses are...
Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.
Pat Soldano, President of Family Enterprise USA and Policy and Taxation Group, hosted a webcast featuring Eliza...
Quick Poll: Taxed More of Less Due to OBBB
We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill...
Saying It Out Loud June 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USANew Study Says College Students Ponder ‘Legacy,’ ‘Succession,’...
2024-25 Family Business Rising Gen Survey: Communication is Still Key
The 2025 Rising Gen Survey probed current college students enrolled in family business or entrepreneurship courses...
Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts
Family Business Governance, Insights on Tax Bill Status Featured in Two New Podcasts from Family Enterprise USA ...
Why Every Family Office Needs an ‘Expert Generalist’
By Linda C. MackFounder and PresidentMack InternationalWhy Every Family Office Needs an ‘Expert Generalist’ And...
Quick Poll: Share Your Thoughts on The One Big Beautiful Bill
We’d love to hear from you! Please take a moment to participate in our quick poll on The One Big Beautiful Bill ....
Wealth & Values: Defining Family and Individual Values
By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management ServicesThe Rockefeller family became a...
Family Business Governance
In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with...
Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses
Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses; Family Enterprise USA Annual Family...
Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
This webcast, hosted by Pat Soldano of Family Enterprise USA and Policy and Taxation Group, features Michael...
![[WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next](https://familyenterpriseusa.com/wp-content/uploads/2025/06/Instagram-Tamarind-webinar-400x250.jpg)
[WEBINAR] Top Priorities for Family Enterprises in 2025: Income Taxes, Policy Shifts, and What Comes Next
In a year marked by political transition, economic unpredictability, and the looming sunset of the 2017 Tax Cuts and...
Snapshots of Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to Survey
Snapshots of America’s Family-Owned Businesses Show 80% are Pass Through Entities, Pay Higher Taxes, According to...
The One Big Beautiful Bill (HR 1): A Deep Dive for Family Businesses
This podcast features a discussion with tax policy experts Russ Sullivan of Brownstein Law Firm and Michael Hawthorne...
Quick Poll: Share Your Thoughts on Income Tax Policy
We’d love to hear from you! Please take a moment to participate in our quick poll on income tax policy. Your...
Saying It Out Loud Special Report on Tariffs May 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USAFamily-Owned Businesses Feel the Impact of New Tariffs, ‘Weight...
Are Tariffs Helping or Hurting? New Spot Survey Shows Family Business Leaders Split
Family Enterprise USA recently conducted a “Spot Poll” among family-owned businesses leaders on the Trump...
H.R. 1 Tax Title – Summary and Analysis
On May 22, the House of Representatives passed H.R. 1, “The One, Big, Beautiful Bill Act,” legislation authorized...
“Charitable Giving and Community Involvement” Event and Congressional Outreach Day – May 2025
Pat Soldano opened the event by thanking Members of Congress, congressional staff, and family-owned businesses for...
New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano
Family Office Hiring Trends Detailed in New Mack Intl. Webcast; New Family Business Magazine Podcast Features Pat...