Building the Right Family Office, Using Parallel Governance Strategies Detailed by EY’s Family Enterprise and Office...
Family Owned Business Articles
Elevate Your Estate Plan: Strategies for High-Net-Worth Families
Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT "Estate Planning for High-Net-Worth Families: Beyond the Basics"...
Tax Update: House Budget Committee Blocks Reconciliation Bill
Today, the House Budget Committee rejected Republicans’ multi-trillion-dollar border, energy, and tax package 16 to...
Questions to consider before hiring C-Suite talent for a Family Office. Mack International Webcast Replay.
Hear the most frequently asked questions of this prominent search and consultant for Family Offices around the subject...
Rep. Bishop Signs on to HR 7993 as Co-Sponsor, Giving Bipartisan Support for Reduction in Estate Tax Rates
Democrat Rep. Sanford Bishop of Georgia Signs on to Estate Tax Rate Reduction Act as Co-Sponsor, Giving Bipartisan...
Quick Survey: Which Tax Policies Are Your Top Priority?
Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're...
Mark Your Calendar! Join Us on the Road in Fort Smith, Denver, Dallas, Brea, Nashville, and Portland
Family Enterprise USA is pleased to share some exciting news about our upcoming events and presentations. We...
Tax Cuts Expiring; What Is Most Important To You; One Question Survey
Tax Cuts Expiring; What Is Most Important To You; One Question SurveyWe hope you've enjoyed this article. While you're...
Don’t Miss Out: Exclusive Wealth Protection Events in NC & AR
New ‘Protecting Wealth in Today’s Legislative Environment’ Events: North Carolina & Arkansas Family Enterprise USA...
Your Invitation: Sept. 18 Family Business Caucus Focused on Tax Challenges
Sign-up for Fall Congressional Family Business Caucus Meeting Set for Sept. 18; Focus on Family Enterprise Structure,...
Learn, Connect, and Grow: Family Business Transitions Fall 2024
Family Business USA is a proud sponsor of the upcoming Family Business Transitions Fall event on November 6-8, 2024,...
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[ONLY 24 HOURS LEFT TO REGISTER – WEBCAST] Engage with Industry Leaders
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before...
Four National Associations Join with FEUSA to Advocate for America’s Family Businesses
Four National Associations Join with Family Enterprise USA to Advocate for America’s Family Businesses NAMA,...
Prepare for the Future of Your Family Office
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before...
2025 Tax Armageddon: Taxes After the Election
The 2024 election cycle has seen a lot of twists and turns. With so much uncertainty, our tax policy team...
Your Voice Matters: Advocate for Tax Policy Change Through New Portal
The House Ways and Means Committee has launched a new Comment Portal where family business stakeholders and members of...
Join the Movement: Support Family Enterprise USA in Family Business Advocacy
Pat Soldano (President, Family Enterprise USA) opened the call by welcoming supporters and participants. Pat thanked...
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[WEBCAST] Avoid Common Hiring Mistakes
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before...
First and Second Generation Owners Dominate America’s Family Businesses, Says Annual Family Business Survey
First and Second Generation Owners Dominate America’s Family Businesses, Says Family Enterprise USA’s Family Business...
Taxation & Representation: Critical Tax Relief Package Heads to Senate Vote – See What’s Inside
Schumer Files Cloture on Wyden-Smith Tax Package: On July 29, Senate Majority Leader Chuck Schumer (D-NY) filed...
Register Now for Expert C-Suite Hiring Insights!
Register Now for this August 15 Event: Starting at 12:00 PM Pacific Time "Questions to consider before...
Private Business Transition: An Approach to Optimize Success
From: Kevin MichalzukMorgan Stanley Private Wealth ManagementIn my years working with successful owners of privately...
Policy Update: Taxation & Representation
Kamala Harris’ Rise to the Top of the Ticket Renews Attention to Her Tax Policy Proposals: On July 21, President Joe...
Saying It Out Loud, By Pat Soldano. July 2024.
By Patricia M. SoldanoPresidentFamily Enterprise USAWealth Tax Talks Heat Up as Supreme Court Weighs In, New House Tax...
Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at Symposium
Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at 18th Annual Family Office...
New Membership Level Offered to Non-Family Businesses
Join Forces to Advocate for Family Businesses on Capitol Hill New Membership Offering Allows Non-Family...
Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning
In this webcast, Family Vision and Values: The Starting Point of Estate Planning, senior Pathstone executives Jim...
Congressional Family Business Caucus Signs 49th House Member
The bi-partisan Congressional Family Business Caucus saw its 49th member sign on to its mission to listen and learn...
‘Next Gen’ Survey Highlights Lack of Communication as Concern in New Smith Family Business Initiative from Cornell
‘Next Gen’ Survey Highlights Lack of Family Communication as Key Concern in New Smith Family Business Initiative from...
Stay Informed: Join Our Legislative Quarterly Update Webcast!
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
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[REGISTER TODAY] Protecting Wealth in Today’s Legislative Environment
Register Now for this July 16 Event: Starting at 2:30 PM Eastern Time "Protecting Wealth in Today’s...
Evaluating Business Structures: The Pros And Cons
By Isaac Bradley, J.D., CPADirector of Financial PlanningHomrich BergFamily businesses often start small with simple...
Family Office Workshop: What You Need To Know?
CSUF Family Business Center Workshop; “Family Office: What You Need To Know?” August 13, 2024 You will...
New Podcasts Focus on Top Concerns Facing Family Office Clients
Family Office Exchange, Tamarind Learning Focus on Top Concerns Facing Family Office Clients in New Podcasts ...
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[ONLY 36 HOURS LEFT] Estate Planning Essentials: Begin with Family Vision and Values
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
Federal Court Partially Halts Noncompete Rule
On July 3, 2024, United States District Court Judge Ada Brown ruled against the Federal Trade Commission (FTC) and...
WEBCAST ALERT: Integrating Family Vision into Your Estate Planning
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder
Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder Steve...
Weekly Washington Update: Policy Highlights from the First 2024 Presidential Debate
2025 Outlook—Democrats Setting Battle Lines as 2024 Elections Loom: Though much of the attention on the expiration of...
Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown
Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown in New Family...
Don’t Miss Our Legislative Update Webcast – Register Today!
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
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[LIVE EVENT] Secure Your Legacy: Start Estate Planning with Family Vision and Values
Register Now for the July 10 Webcast: Starting at 12:00 PM Pacific Time "Family Vision and Values: The Starting Point...
Handing Over the Keys—The Challenges of Reaching Gen Z
By By Linda MackFounder and PresidentMack InternationalIn a recent FEUSA podcast Pat Soldano was joined by Dr. Frank...