Family Owned Business Articles

Saying It Out Loud March 2026, By Pat Soldano

By Patricia M. Soldano President Family Enterprise USABipartisanship Still Lives on Capitol Hill as Congressional Family Business Caucus Finds its Co-Chairs in Rep. Correa and Rep. Tenney   Co-Chairs Vow to Support Policies that Help Family-Owned Businesses;...

Wealth Tax News – 3/27/2026

This week saw renewed federal momentum on taxing extreme wealth: Sen. Chris Van Hollen (D-MD) reintroduced his Strengthen Social Security by Taxing Dynastic Wealth Act to restore 2009 estate tax levels, while Sen. Elizabeth Warren (D-MA) and House allies revived the...

When a Family Office Supports Your Preferred Life – and When It Gets in the Way

By Jeff BezansonExecutive Managing DirectorPathstonejbezanson@pathstone.comFamily Enterprise USA members represent the backbone of the American economy. Family-owned and multigenerational businesses create jobs, sustain communities, and steward capital across...

Affordability Strategies Get Spotlight During First Congressional Family Business Caucus

Affordability Strategies Get Spotlight During First Congressional Family Business Caucus; Rep. Correa and Rep. Tenney Co-Chair Bipartisan Caucus   Rep. Tenney (R-NY) and Rep. Dina Titus (D-NV) Address Caucus Attendees, Family-Owned Business Leaders; Dr. Frank...
Wealth Tax News – 4/10/2026

Wealth Tax News – 4/10/2026

This week’s developments show wealth-tax and “millionaires tax” proposals gaining traction across both federal and...

Keep an eye on Small Cap

Keep an eye on Small Cap

Is your family office thinking about Small-Cap portfolios? Fenimore Asset Management’s small-cap strategy benefits...

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