Summary of March 12 Congressional Family Business Caucus Pat Soldano opened the roundtable by thanking Members...
Family Enterprise USA Articles
Discover 3D Investing: Join Our Webcast for Proven Strategies!
Register Now for the April 3 Webcast: Starting at 12:00 PM Pacific Time "Would You Like More Income...
Core-Satellite Approach To Estate Planning. Safeguarding Wealth, Empowering the Next Generation.
The webcast introduces the concept of the core-satellite approach to estate planning, which combines a core model...
Winning The War on The Wealthy
A Video Conversation with Family Enterprise USA’s Pat Soldano and Well-known Political Strategist Dr. Frank Luntz In a...
How to Get the Most from Your Board
Thank you to BNY Mellon Wealth Management for this report.A high-quality board of directors with a range of talents...
Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises
Thank you to the Orange County Business Journal for publishing this article.Increased Taxes for Individuals,...
[Survey] How Do You Hold Ownership of Your Family Business?
We're running a survey and would love your input.Thank you for participating! How do you hold ownership of your family...
A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent
By Linda Mack, Mack InternationalThere is a strong consensus among Family Enterprises that successfully attracting and...
Saying It Out Loud, By Pat Soldano. June 2022.
Maybe We Knew This All Along: Workers Find Family Enterprises Better Places to Work, Earn Maybe there is something...
PODCAST: The Power of The U.S. Family Business: A Conversation with Pat Soldano
Thank you to the Orange County Business Journal for publishing this article.Real Assets Advisor Podcast: The Power of...
One Question; Business Owner Survey
Thank you to the Orange County Business Journal for publishing this article.We're running a survey and would love your...
The one you’ve been waiting for… the Private Company Governance 2.0 Summit, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
How do you hold ownership of your family business or family office?
Thank you to the Orange County Business Journal for publishing this article.We're running a survey and would love your...
Local Charities Rely on Family Businesses For Survival in Tough Times, Research Shows
Thank you to the Orange County Business Journal for publishing this article.Increased Pressure on Local Charities to...
Family Business Stories Come to Life in YouTube Video Series
Thank you to the Orange County Business Journal for publishing this article.Expert Communicator Dr. Frank Luntz,...
Embrace Your Role as Future Family Business Leader
By Nathan Kublank and Mary Ellen Krueger, Aspiriant directors in wealth management and partnersThe statistics on...
Meet Members of Congress at the Private Company Governance 2.0 Summit in DC, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
Meet Members of Congress at 10th Anniversary Private Company Governance 2.0 Summit in Washington DC, June 15-17
Thank you to the Orange County Business Journal for publishing this article.New this year! Capitol Hill Visits,...
Why Congress is Choking Family Businesses
Thank you to the Orange County Business Journal for publishing this article.It’s hard to imagine our legislators...
The Surprising Facts of What America’s Family Businesses Look Like
54 Percent of America’s Family Businesses Added Jobs, New Research Shows America’s family businesses is one of the...
Full Slate of Events Scheduled for Family Businesses This Month
Denver Family Business Center, Family Business Association of California May Events Key for Family Businesses Family...
2022 Family Office Trends
Thank you to Pathstone, the modern family office, for this report.INTRODUCTION Working closely with SFOs is an...
You Are Invited To Hear Frank Luntz & Karl Rove Speaking May 11
Family Enterprise USA "Invitation Only" Members Zoom Meeting - May 11 at 12PM PT / 3PM EST This will be a time...
Considerations in Making a Gift of a Business Interest to a Public Charity
Thank you to BNY Mellon Wealth Management for this report.One way donors can meet their philanthropic goals, while...
Hear Frank Luntz and Pat Soldano. We Can’t Continue This Fight Without You.
Family Enterprise USA "Invitation Only" Members Zoom Meeting - May 11 at 12PM PT / 3PM EST To receive the Zoom...
By Invitation Only – May 11th Zoom Addressing Latest Tax Legislation
Family Enterprise USA "Invitation Only" Members Zoom Meeting - May 11 at 12PM PT / 3PM EST To receive the Zoom...
A Conversation with Frank Luntz and Pat Soldano
“Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano”Hybrid Event: Attend In-Person or...
Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
“Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano”Hybrid Event: Attend In-Person or...
An Opportunity to Save on Income Taxes
Thank you to BNY Mellon Wealth Management for this report.What are some of the benefits and risks in the election of...
Multi Generational Business Owners See Growth Despite Pandemic, Taxes, Government Regulation
Despite inflation, pandemics, and tax worries, 88.5 percent of America’s family businesses expect revenues to increase...
Who are the Members of FEUSA?
In 2021 we surveyed our FEUSA Members to learn more about them so we can discuss their challenges and concerns with...
Build Back Better Act Comeback? Taxation & Representation and Tax Tidbit
BBBA Comeback? President Biden’s first State of the Union address appears to have reignited discussions around a...
Hear Pat Soldano Speak at the 16th Annual Family Office Investment Symposium
“Winning the War on the Wealthy; a Conversation with Frank Luntz and Pat Soldano”Hybrid Event: Attend In-Person or...
Family Enterprise USA Adds Two New Members to the Board of Directors
Family Enterprise USA, an organization advocating for family businesses in Washington DC, has announced the addition...
Last Chance To Participate
The 2022 Family Enterprise USA Annual Family Business Survey is closing soon. Each year, Family Enterprise USA surveys...
Want To Protect Your Multi-Generational Business?
Your assistance is greatly appreciated. We cannot do this work without your help! Each year, Family Enterprise USA...
Do This And Be The First To Get The DC Legislators To Help You!
Your support fuels our efforts and gives you a voice in the US Congress to counter the war being waged against family...
From Generation to Generation
By Erika Karp, Executive Managing Director, Chief Impact Officer, Pathstone It has been said that one’s legacy is not...
Race to Replace Brady: New Challenger. Taxation & Representation and Tax Tidbit
Race to Replace Brady: New Challenger. Rep. Jason Smith (R-MO) is the latest Republican seeking to replace the...
Want To Protect Your Multi-Generational Business?
Each year, Family Enterprise USA surveys business owners across the country to learn about their challenges and ensure...
The Lifecycle of the Entrepreneurial Business: Wonder . . . Blunder . . . Thunder . . . Plunder
By Matt Brown, Partner, Brown & Streza LLPThere are four stages of entrepreneurial business growth: wonder,...
Build Back Better Reboot. Taxation & Representation and Tax Tidbit
Build Back Better Reboot. Rep. Richard Neal (D-MA), the House Ways and Means Committee chair, and Sen. Ron Wyden...
Protect Lifetime Of Savings
Each year, Family Enterprise USA surveys business owners across the country to learn about their challenges and ensure...