Family Enterprise USA Articles

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...

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 .Your input helps us better understand and represent the interests of family owned businesses across the country.We hope...

Saying It Out Loud June 2025, By Pat Soldano

By Patricia M. Soldano President Family Enterprise USANew Study Says College Students Ponder ‘Legacy,’ ‘Succession,’ and ‘Generating Revenue’ When Considering Joining the Family-owned Business   But Family Communication Still Ranks High as Major Issue   This...