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Family Enterprise USA Articles
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...
Saying It Out Loud, By Pat Soldano. August 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USAWatch Out Family Business Pass-Throughs, The IRS Is Flexing Its...
Wealth Tax Talks Heat Up as House Tax Teams Listen to Convenience Services Family Business Concerns
By Patricia M. SoldanoPresidentFamily Enterprise USAIt’s been tried, abandoned, and tried again, but Congress still...
Don’t Miss Out: Exclusive Wealth Protection Events in NC & AR
New ‘Protecting Wealth in Today’s Legislative Environment’ Events: North Carolina & Arkansas Family Enterprise USA...
Learn, Connect, and Grow: Family Business Transitions Fall 2024
Family Business USA is a proud sponsor of the upcoming Family Business Transitions Fall event on November 6-8, 2024,...
![[ONLY 24 HOURS LEFT TO REGISTER – WEBCAST] Engage with Industry Leaders](https://familyenterpriseusa.com/wp-content/uploads/2024/08/Instagram-mack-webcast-6-400x250.jpg)
[ONLY 24 HOURS LEFT TO REGISTER – WEBCAST] Engage with Industry Leaders
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before...
Four National Associations Join with FEUSA to Advocate for America’s Family Businesses
Four National Associations Join with Family Enterprise USA to Advocate for America’s Family Businesses NAMA,...
Prepare for the Future of Your Family Office
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before...
Join the Movement: Support Family Enterprise USA in Family Business Advocacy
Pat Soldano (President, Family Enterprise USA) opened the call by welcoming supporters and participants. Pat thanked...
![[WEBCAST] Avoid Common Hiring Mistakes](https://familyenterpriseusa.com/wp-content/uploads/2024/08/Instagram-mack-webcast-4-400x250.jpg)
[WEBCAST] Avoid Common Hiring Mistakes
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before...
Register Now for Expert C-Suite Hiring Insights!
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before...
Saying It Out Loud, By Pat Soldano. July 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USAWealth Tax Talks Heat Up as Supreme Court Weighs In, New House Tax...
Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at Symposium
Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at 18th Annual Family Office...
New Membership Level Offered to Non-Family Businesses
Join Forces to Advocate for Family Businesses on Capitol Hill New Membership Offering Allows Non-Family...
Stay Informed: Join Our Legislative Quarterly Update Webcast!
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
![[REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment](https://familyenterpriseusa.com/wp-content/uploads/2024/07/Instagram-usi-event-july-400x250.jpg)
[REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment
Register Now for this July 16 Event: Starting at 2:30 PM Eastern Time "Protecting Wealth in Today’s...
![[ONLY 36 HOURS LEFT] Estate Planning Essentials: Begin with Family Vision and Values](https://familyenterpriseusa.com/wp-content/uploads/2024/07/Instagram-pathstone-webcast5-400x250.jpg)
[ONLY 36 HOURS LEFT] Estate Planning Essentials: Begin with Family Vision and Values
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
WEBCAST ALERT: Integrating Family Vision into Your Estate Planning
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
Don’t Miss Our Legislative Update Webcast – Register Today!
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
![[LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values](https://familyenterpriseusa.com/wp-content/uploads/2024/06/Instagram-pathstone-webcast2-400x250.jpg)
[LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
![[WEBCAST] Unlock Effective Estate Planning: Focus on Family Vision and Values](https://familyenterpriseusa.com/wp-content/uploads/2024/06/Instagram-pathstone-webcast-400x250.jpg)
[WEBCAST] Unlock Effective Estate Planning: Focus on Family Vision and Values
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
Saying It Out Loud, By Pat Soldano. June 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USACommunication is the X Factor When It Comes to Bringing Up ‘Next...
![[WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?](https://familyenterpriseusa.com/wp-content/uploads/2024/05/Instagram-ey-webcast4-400x250.jpg)
[WEBCAST] Is your shareholder liquidity strategy future fit to avoid disruption?
Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your...
Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Meeting
Congressional Family Business Caucus Listens to Family Business Succession, ‘Next Gen’ Issues During Latest Capitol...
Saying It Out Loud, By Pat Soldano. May 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USAMaybe you’ve heard a new Estate Tax bill has been introduced by...
Next Gen Tells Leaders What They Think of Capitalism, Socialism, and More
Next Generation Tells Leaders What They Think of Capitalism, Socialism, and the Health of Democracy Frank Luntz...
Strategic Liquidity Planning for Family Businesses: Don’t Miss Out! – Gain invaluable insights to ensure your business’s longevity.
Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your...
Topics of Succession and Workforce are 2024 Focuses on Leadership Issues Affecting Family Businesses
Congressional Family Business Caucus Starts With Topics of ‘Succession’ and ‘Workforce,’ as 2024 Focuses on Leadership...
Next Gen is Counting on Us to Slow Impact of High Taxes
With 85.5% of family businesses having majority or sole ownership by family members the questions of who, when, and...
Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
A New Family Business Survey and Executives Both Say Tax Savings Will Grow Businesses, Pay Employees More, and Help...
Next-Gen Family Business Survey
87% of Americans go to work every day for a family business, and around the world, family businesses play an enormous...
Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in Webcast Replay
Whittier Trust Executives Detail ‘Core-Satellite’ Estate Planning Technique in New Webcast by Family Enterprise USA...
Unlock Growth: Mastering Family Business Liquidity Strategies – Learn to balance short and long-term capital needs.
Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your...
Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14
Family Business ‘Succession’ Is Topic Set for Congressional Family Business Caucus May 14 on Capitol Hill ...
Family Business Survey, Execs Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities
Family Business Survey, Execs Say Tax Savings Will Grow Businesses, Pay Employees More, and Help Communities ...
Navigating Generational Success: An Interview with David Brown, CEO of Wyo- Ben
This interview captures a deep dive into the operations, history, and challenges faced by Wyo- Ben, a family-owned and...
Join Our Webcast: Is your shareholder liquidity strategy future fit to avoid disruption?
Does your family-owned business face the challenge of balancing long-term growth with the evolving needs of your...
The Michalzuk Group Joins Family Enterprise USA as Sponsor
The Michalzuk Group, at Morgan Stanley Private Wealth Management, Joins Family Enterprise USA as Sponsor The...
Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington
Common-Sense Bill to Reduce Federal Estate Tax Introduced by Rep. Arrington; Rate Cut by Half Congressional Family...
Private Company Governance Summit and Capital Hill Visits
There are no shortcuts to building and maintaining an effective board. It requires constant input from all...
April 17 Members Update Call Summary. Discover potential tax policy shifts under a second Trump term or Biden presidency.
Pat Soldano (President, Family Enterprise USA) opened the call by welcoming supporters and participants. Pat thanked...