Family Owned Business Articles

Changing Public Markets and the Impact for Average Investors

By Jordan WaldrepChief Investment OfficerBank OZKThe landscape of public markets in the US has undergone a profound change over the past 30 years with a significant reduction in the number of publicly traded equities. This has been driven by many factors...

Congress Is Listening – Will You Speak Up?

Small action. Serious influence. See why this matters more than ever. Your voice matters - and it directly strengthens our mission. Why your input is essential: When you share a few quick, anonymous facts about your family-owned business, you help us...

Ernie Pomerleau Retires From the Board After 20 Years

Dear Partners and Friends, I wanted to let you know that Ernie Pomerleau, a distinguished Board Member of Policy and Taxation Group for over 20 years, will be retiring from the Board. Ernie was one of our earliest supporters and one our first Board...

Saying It Out Loud February 2026, By Pat Soldano

By Patricia M. Soldano President Family Enterprise USAReconciliation 2.0, State Wealth Taxes ‘In Play’ for 2026 Legislative Sessions; Monitoring is Key to Winning The main sport in Washington, D.C., is predicting what new tax and economic proposals will gain...