Family Enterprise USA Articles

Smart Strategies for Family Business Success with Rockefeller Global Family Office

This webcast, titled "Smart Strategies for Family Business Success," is hosted by Pat Soldano of Policy and Taxation Group and Family Enterprise USA. The session features four experts from Rockefeller Global Family Office, Shirley Quackenbush, Robert Panetti, Ryan...

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 Big Beautiful Bill’ Shows Congress Heard Us   Educating Voters and Congress Pays Off for Family-owned Businesses   It’s never easy working with...

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 successful because the principals care deeply about their family name.  Whittier Trust creates and executes plans to sustain the legacy of these...

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 Orleans, a Principle at CFAR. The webcast, titled "Better Together: Strengthening Family Enterprise Teams," aimed to teach family business leaders how to...