Family Enterprise USA Action Articles

Pat Soldano (President, Family Enterprise USA) opened the call by welcoming participants. Pat thanked those who are supporters of Family Enterprise USA (FEUSA) and Policy and Taxation Group (PATG) and encouraged other participants to join and support the...

The webcast discusses the evolving landscape of family offices, particularly regarding talent acquisition, outsourcing, and generational transitions, based on a 2025 talent predictions article.   Key Points:   Outsourcing the Chief Investment Officer (CIO) Role:...

Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ for Smart Investment Strategies in New Policy and Taxation Group Webcast   Fenimore’s Christian Snyder and William Preston Detail Investment Philosophies with Host Pat Soldano, President of Policy and...

Family Office Executives Bart Lomont and Andrew Brehm Join Board of Directors at Policy and Taxation Group   Hallador Investment Advisors, Burwell Enterprise Execs Join to Support Advocacy for Family Offices, Successful Families on Capitol Hill   Two family office...