Building the Right Family Office, Using Parallel Governance Strategies Detailed by EY’s Family Enterprise and Office...
Family Enterprise USA Articles
Tax Update: House Budget Committee Blocks Reconciliation Bill
Today, the House Budget Committee rejected Republicans’ multi-trillion-dollar border, energy, and tax package 16 to...
House Ways and Means Committee Budget Completes Reconciliation Markup
On Tuesday afternoon, May 13, the Ways and Means Committee (“Committee”) started its markup of the tax title for the...
Explore CCA 202152018 & Strategies for Closely Held Securities. Register Today.
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Leadership Insights: Ken Monroe & Kevin Hancock Share Employee Inspiration
Holt of California President, Ken Monroe, and Kevin Hancock, CEO, of Maine’s Hancock Lumber Detail How They Inspire...
Deep Dive into IRS CCA 202152018 & Strategies for Minority Stock Valuation
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Shape the Future: Your Voice Matters for Family Businesses
At Family Enterprise USA, we are on a mission to champion the cause of American generationally owned family...
![[WEBCAST] Valuation Mastery: Mark Lingerfield’s Exclusive Insights](https://familyenterpriseusa.com/wp-content/uploads/2023/12/Instagram-MPI-webcast-400x250.jpg)
[WEBCAST] Valuation Mastery: Mark Lingerfield’s Exclusive Insights
Register Now for the January 17 Webcast: "Valuing a Minority Block of Stock: IRS CCA 202152018 and its Implications...
Homrich Berg, Whittier Trust Wealth Management Firms Support Family Businesses with New FEUSA Sponsorships
Two large family business wealth management firms, Whittier Trust and Homrich Berg, have joined Family Enterprise USA...
Holiday Message from Family Enterprise USA
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
Future-Proofing Family Offices: Navigating Generational Shifts
Family Offices Must Adapt as Next Generation of Family Businesses Take Center Stage, Experts Say in New Family...
Webcast Replay: Private Family Trust Companies: What? Why? How?
Key Points of the Webcast: Private Family Trust Companies: What? Why? How? 1. Private Trust Companies Defined:...
Unlock Success: Navigate Your Business Transition Strategically
By Director of Financial Planning, Isaac Bradley, J.D., CPA As A Family Business Owner, It’s Important To Know...
Breaking News: Five Key Associations Rally Behind America’s Largest Private Employer
Five Major Associations Join Congressional Family Business Caucus in Support of Family Businesses, America’s Largest...
Last Chance. PTCs Webcast Starts In a Few Hours. Your Blueprint for Family Financial Triumph
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Why Attend? Private...
ACCA Partners with FEUSA to Boost America’s Family Businesses
Air Conditioning Contractors of America Join Family Enterprise USA to Support America’s Largest Private Employer,...
Beyond Business: Hancock Lumber’s Commitment to Community and Employees
Pat Soldano, the president of Family Enterprise USA, interviews Kevin Hancock, the chairman of Hancock Lumber, a...
24 Hours Left – Unlock Prosperity: PTC Strategies for Family Success
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Why Attend? Private...
A Webcast Replay: Year-End Strategies to Maximize Your Charitable Giving
In this video, Pat Soldano, president of Family Enterprise USA, hosts a discussion on year-end strategies to maximize...
Ken Monroe of Holt: Mastering Next Gen and Workforce Challenges
Ken Monroe, President of Multi-Family Owned Caterpillar Dealer, Holt of Calif., Discusses Navigating Next Generation,...
Join Us for an Exclusive Webcast on Private Family Trust Companies
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Why Attend? Private...
Upstate NY Events Highlight Family Businesses
Family Enterprise USA’s Pat Soldano Speaks at Two Upstate New York Events on Crucial Role Family Businesses Play in...
Explore the What, Why, and How of Private Family Trust Companies
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Why Attend? Private...
Family Businesses: 74% Thrive 30+ Years, Reveals Research
Family Businesses Prove Their Staying Power, with 74% in Operation for 30 Years or Longer, Research Shows ...
Saying It Out Loud, By Pat Soldano. December 2023.
Wins Create More Wins, Let’s Keep the Momentum Strong for Family Businesses In 2024 By Pat Soldano Momentum...
Uncover PTC Secrets: Transform Your Family’s Wealth Journey
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Private family trust...
PTCs Unleashed: Elevate Family Wealth Now
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Private family trust...
Family Enterprise USA Meeting Highlights: Tax Policies, Bipartisanship, and Growth
Pat Soldano (President of Policy and Taxation Group (PATG) and Family Enterprise USA (FEUSA)) opened the call by...
Three Steps to Survive a Generational Transition of the Family Business
Whittier Trust is a proud sponsor of FEUSA. As the oldest Multifamily Office headquartered in the West, we bring...
EY Joins Family Enterprise USA as Platinum Sponsor
EY Joins Family Enterprise USA as Platinum Sponsor, Underwrites 2024 FEUSA Annual Family Business Survey “We...
Facts About Family Business
We hope you've enjoyed this article. While you're here, we have a small favor to ask... As we prepare for what...
Final Hours: Don’t Wait, Act Now! Exclusive Webcast with Frank Luntz on Congressional Changes!
Register Now for November 9 Members Webcast: Listen to Frank Luntz on "How the New Speaker Will Impact Congress"...
The Importance of Pre-Sale Planning for Your Family Business
By John Przybylski, JD, LLM, CFP®*, AEP®, CIMA®, Director, Wealth Planning Group, Pathstone Selling a successful...
Empowering Family Businesses: Homrich Berg & Whittier Trust Renew Sponsorships!
Homrich Berg, Whitter Trust Wealth Management Firms Support Family Businesses with New Family Enterprise USA...
You’re invited to an unparalleled opportunity brought to you by Family Enterprise USA
Register Now for November 9 Members Webcast: Listen to Frank Luntz on "How the New Speaker Will Impact Congress"...
Final Countdown: Act Fast, Few Hours Remaining! Year-End Charitable Giving: What You Need to Know
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. ...
Last Day: Act Now – 24 Hours Left! Giving Back, Moving Forward: Your Guide to Impactful Giving.
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. ...
Saying It Out Loud, By Pat Soldano. November 2023.
Family Offices Must Adapt with Next Generation, Or Fade Away By Pat Soldano Today’s family office industry is...
How to Make the Most of Your Charitable Giving. Maximize Your Impact: Charitable Giving Strategies Unveiled!
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. ...
Breaking Barriers: CEO Sherri Bovino Reveals Secrets to Women’s Success in Male-Dominated Industries!
Woman-owned Defense Contractor Sherri Bovino, CEO, Global, A 1st Flagship Company, Details in Webcast How Women Thrive...
Secure Your Spot: Frank Luntz Unveils Congress Insights on Nov 9 Webcast!
Register Now for November 9 Members Webcast: Listen to Frank Luntz on "How the New Speaker Will Impact Congress"...
Unlock the Secrets of Smart Giving in 2023! Reserve Your Spot Now!
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. ...
Exclusive Insights Await: Join Our Members-Only Webcast on Nov 9!
Register Now for November 9 Members Webcast: Listen to Frank Luntz on "How the New Speaker Will Impact Congress"...