Family Owned Business Articles

Join Pat Soldano, Russ Sullivan & John Gugliada at FOX’s 2025 Family Office Forum

Join Pat Soldano, Russ Sullivan, and John Gugliada at the 2025 FOX Family Office & Wealth Advisor Forum, where leading family office executives and advisors come together to tackle the most pressing challenges in the UHNW space.   This premier event offers...

Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?

By Elizabeth M. Anderson, CEPAVice PresidentWhittier Trust | Wealth Management ServicesFamily-owned businesses are successful because the principals care deeply about their family name.  Whittier Trust creates and executes plans to sustain the legacy of these...

Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies

Family Enterprise USA Creates Advisory Board to Educate Lawmakers on Critical Tax, Economic Policies Affecting America’s Family-owned Businesses   Four Member Group Offers Government Affairs, Community Relations, Entrepreneur, and Regulatory Insights   Family...

Better Together: Strengthening Family Enterprise Teams with CFAR, Inc.

Pat Soldano, President of Family Enterprise USA and Policy and Taxation Group, hosted a webcast featuring Eliza Orleans, a Principle at CFAR. The webcast, titled "Better Together: Strengthening Family Enterprise Teams," aimed to teach family business leaders how to...