Next Gen Articles

Family Office of Future Will ‘Look Very Different from Today,’ According to Expert Panel at 18th Annual Family Office Symposium   Policy and Taxation Group’s Pat Soldano and Lido Consulting’s Greg Kushner Discuss Single, Multi-Family Office Trends as $80 Trillion...

‘Next Gen’ Survey Highlights Lack of Family Communication as Key Concern in New Smith Family Business Initiative from Cornell University   Survey Designed to ‘Give Voice to the Next Generation’ of Family Business Leaders   Lack of family communication ranks as a...

Family Offices Need ‘Wealth 3.0 Mindset’ to Succeed in Future, Says Ultra High Net Worth Institute Founder Steve Prostano, in New Policy and Taxation Group Podcast   With Host Pat Soldano, Conversation Delves into ‘Holistic Approach’ and the ‘10 Domains of Family...

Plan Now for The Expiration of the Tax Cut and Jobs Act Says Brown & Streza Legal Expert Matt Brown in New Family Enterprise USA Podcast   With Host Pat Soldano, Brown Explains Steps to Take in Advance of Expiring Tax Laws in New ‘Voice of Family Business on...