For many family-owned businesses, succession planning is not just a business decision. It's a personal one. ...
Family Enterprise USA Articles
House Member Rep. Correa Meets with Family-Owned Businesses at Southern California Event
House Member Rep. Correa Meets with Family-Owned Businesses at Southern California Event, Details Policies to Help...
Wealth Tax News – 8/21/2026
This week saw continued momentum against state-level wealth taxes, as California billionaires poured nearly $40...
Quarterly Legislative and Political Update Webcast, November 2025
Pat Soldano (President, Family Enterprise USA) opened the call by welcoming participants. Pat thanked those who are...
Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood webcast with Pathstone
For many families behind highly successful family-owned businesses, early parenting is centered around protection -...
Sounding the Alarm on New ‘Wealth Tax’ Proposals
If you’re wondering how the re-introduction of a "Billionaires Income Tax Act" in Congress will affect you, this video...
Three Pennsylvania Family Businesses Detail How Tariffs Are Affecting Them in New Webcast
Three Pennsylvania Family Businesses Detail How Tariffs Are Affecting Them in New Family Enterprise USA Webcast ...
New Webcasts, Podcast Focus on Family Governance, Tax Policies, and Tariffs
New Webcasts, Podcast Focus on Family Governance, Tax Policies, Tariffs Affecting Family-owned Businesses ...
Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
Family Enterprise USA President Pat Soldano continues to bring clarity to the complex issues shaping the future of...
2025 Annual Family Business Report
Family businesses experienced unique headwinds and tailwinds in 2025. This year, the most significant challenge for...
Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises
For family enterprises, few decisions are more consequential than choosing the right business entity. That choice...
Is your business being affected by the “shut down”?
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Saying It Out Loud October 2025, By Pat Soldano
By Patricia M. Soldano President Family Enterprise USAWhere There’s Smoke…New Wealth, Estate Tax Movements Keep Family...
Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts
Family Business Leaders Discuss ‘Legacy & Longevity’ on Capitol Hill During Meeting with Congressional Family...
Quick Poll: Will this new tax hurt your family business? Take our quick poll
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Charitable Giving: DAFs vs. Private Foundations
By Ashley FontanettaSenior Vice President and Client AdvisorWhittier Trust“When I speak with a client about charitable...
Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
Family Enterprise USA members and family-owned business leaders gathered on Capitol Hill in Washington, D.C., on...
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 ...