By Ashley FontanettaSenior Vice President and Client AdvisorWhittier Trust“When I speak with a client about charitable...
By Ashley FontanettaSenior Vice President and Client AdvisorWhittier Trust“When I speak with a client about charitable...
Family Enterprise USA members and family-owned business leaders gathered on Capitol Hill in Washington, D.C., on...
This webcast will explore practical steps to building effective family governance, including the structures,...
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year....
Supply chain disruptions are expected to continue in 2023. Geopolitical conflicts, inflation, extreme weather events,...
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year....
Ways and Means Chair Jason Smith’s Potential Legislative Agenda Following two rounds of votes, the House Republican...
On Jan. 19, 2023, the United States government reached its $31.4 trillion borrowing limit, which was signed into law...
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year....
New Congressional Family Business Caucus Helps Focus Attention on Annual Family Business National Survey Family...
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year....
American Trucking Associations Supports Formation of New Congressional Family Business Caucus With Majority of...
Thank you for helping us find the most critical issues facing family businesses right now, and in the coming year....
Earlier today, the Republican House Steering Committee selected Rep. Jason Smith (R-MO) to serve as the chair of the...
Large-Scale Annual Survey Takes Pulse of Family Business Growth, Health in Challenging Year Post Covid, but Inflation...
Legislative Wins, with Support of Policy and Taxation Group, and New Congressional Family Business Caucus Help Put...
Government Gridlock or Season of Compromise? Washington Experts Mark Warren, Pat Soldano Discuss Congress’ Agenda,...
80% of family businesses and generationally owned businesses, are organized as a Pass-Through Entity such as Limited...
Family Enterprise USA Family Enterprise USA promotes family business and job creation, growth, viability, and...
We surveyed our Members to learn more about them so we can discuss their challenges and concerns with legislators with...
Bipartisan Group of Congressional Members Launch New Congressional Family Business Caucus Focused on Concerns of...
Consequences of Midterms: Compromise The “red wave” never came and so Capitol Hill watchers are scratching their...
Listen to Our Podcast: Voice of Family Business on Capitol Hill with Pat Soldano "What Happened?" Midterm...
Forming a family office is often a logical step for families that have created substantial wealth. Indeed, many...
Family Enterprise USA ExclusiveMembers Only Webinar November 16, 2022 Family Enterprise USA provides these exclusive...
If you are wondering about the value of your family-owned business this is a must-watch webinar. During this 45-minute...
‘Trucking Central to Economy’s Success,’ Says Family Enterprise USA’s Pat Soldano at ATA’s Recent Global Management...
If you are wondering about the value of your family-owned business this is a must-watch webinar. During this 45-minute...
Mid-Term Election Fallout Critical to Tax Policies for Family Businesses, New Family Enterprise USA Podcast Details...
Friday Oct 28, 2022 11:00 AM - 12:00 PM ET / 10:00 AM - 11:00 AM CDT / 8:00 AM - 9:00 AM PT Families and their...
Congress and Our New Voice We are getting very close. As you know we have been working very hard behind the scenes...
Business Owners 2022 Family Enterprise USA Survey Review 1:00 PM - 2:00 PM ET / 10:00 AM - 11:00 AM PT Family...
Business Owners 2022 Family Enterprise USA Survey Review 1:00 PM - 2:00 PM ET / 10:00 AM - 11:00 AM PT Family...
Thank you to BNY Mellon Wealth Management for this report.Thoughtful estate planning and business succession...
Join Family Enterprise USA's Pat Soldano when she interviews Linda C. Mack about recruiting and retention strategies,...
What Washington Needs to Know and Benefits of Businesses Owning Their Own Real Estate Thursday, October 20, 2022 |...
Business Owners 2022 Family Enterprise USA Survey Review 1:00 PM - 2:00 PM ET / 10:00 AM - 11:00 AM PT Family...
Join Family Enterprise USA's Pat Soldano when she interviews Linda C. Mack about recruiting and retention strategies,...
Chubb, USI Insurance Join Family Enterprise USA as New Sponsors Supporting Family Businesses Two major insurance...
Wealth Management Firms Whittier Trust, Homrich Berg Join Family Enterprise USA as New Sponsors Supporting Family...
Business Owners 2022 Family Enterprise USA Survey Review 1:00 PM - 2:00 PM ET / 10:00 AM - 11:00 AM PT Family...
22nd Annual Maine Family Business Awards Presented to State’s Best Family-Owned Businesses Awards Livestreamed by...
By Whittier Trust, Private Wealth ManagementWe've all heard horror stories of bad things that happened to a business...