The Results Are In! We’re Back to Budget Deficits and Personal Tax Rates as Top Concerns Taxes, Market Conditions, and...
In The News 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...
White House FY2025 Budget Request: Key Tax Takeaways
On Monday, March 11, President Joe Biden released his Budget request to Congress (“Budget”) and various accompanying...
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...
A Taxation & Representation Update For You
Biden Signs Two-Step Continuing Resolution into 2024. On Nov. 15, Congress staved off a government shutdown by passing...
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 ...
Join the Movement: Rally for Family Businesses by Contacting Congress Now
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
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...
Bush Beans’ Chairman Drew Everett Details 100-Year Commitment to Workforce, Community in New Podcast
Bush Beans’ Chairman Drew Everett Details Company’s 100-Year Commitment to Workforce, Community in New Family...
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...
Family Business Hydraflow Shines in Orange County Register
Family Enterprise USA Supporter Hydraflow Spotlighted in Orange County Register, with Focus on Former Hughes 174,000...
Championing Family Businesses: CRST’s John Smith and FEUSA’s Pat Soldano Take Center Stage
CRST’s John Smith and Family Enterprise USA’s Pat Soldano Voice Critical Need for National Family Business Spotlight...
Your Weekly Washington Updates
Congress Averts a Shutdown; Keeps Government Open Beyond the New Year: On Nov. 15, Congress held off a government...
PTCs Unleashed: Elevate Family Wealth Now
Register Now for the December 6 Webcast: "Private Family Trust Companies: What? Why? How?" Private family trust...
Stand Up for Family Businesses: Take Action Now.
Family businesses are the backbone of the American economy, but they are facing a number of challenges. The...
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...
Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.
Johnson Elected Speaker: Shutdown Looms, Year-End Tax Bill Remains a Possibility. After a three-week speakership...
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. ...
What a 2023 Survey Found Re: Family Office Compensation and Talent
By Linda Mack, Mack International In an increasingly competitive market for sophisticated and experienced professional...
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"...
Charitable Giving in 2023 and Beyond: Tax-Smart Strategies and More
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. ...
Private Family Trust Companies for Family Enterprises
This content is made possible by the support of our sponsor, Pathstone – The Family Office.Private family trust...
Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles
Senate Democrats Spar over Hydrogen Credit Guidance. On Oct. 16, eight Democratic senators, led by Sens. Sheldon...
New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential
New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential, but is it ‘Rational Interest or...