Family Enterprise USA Articles

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 Family Office.   We will discuss strategies the Rockefeller Global Family Office advise to balance our clients' goals to maximize cash flow,...

Congress and Family Business: A Policy Win Checklist

The provided text from "Congress will Listen.pdf" discusses how consistent and constant communication with Congress led to the successful passage of the One Big Beautiful Bill Act (H.R. 1) on July 4th. This legislation is presented as a significant victory for...

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...
Taxation & Representation

Taxation & Representation

TAX TIDBIT: Who Will Lead OIRA Under Biden? President-elect Joe Biden selected a host of economic experts to serve in...

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