The debate on whether California’s Proposition 40, “The Billionaire Tax,” will backfire gets a deep dive review in...
Video Post Articles
Finding the Silver Lining: Planning During Volatility
Robert Panetti, CFA®Private Advisor, Managing DirectorRockefeller Global Family OfficeShirley QuackenbushPrivate...
Billionaire Tax Gets Zero Votes in Debate
‘Billionaire Tax’ Gets No Votes from Both Becerra and Hilton in Latest CNN Debate before November Elections ...
5 Things To Think About In Corporate Philanthropy: DAFs, Foundations & More
In this webcast, 5 Things to Think About in Corporate Philanthropy: DAFs, Foundations, and More, Ashley Fontanetta and...
‘Speak Up, Be Heard: How to Advocate with Clarity and Impact’ In FBM New Podcast
‘Speak Up, Be Heard: How to Advocate with Clarity and Impact’ In New Family Business Magazine, Family Enterprise USA...
Private Placement Life Insurance Supports Strategic Estate and Transition Planning Opportunities for Family-Owned Businesses
Winged Keel Group and Family Enterprise USA Action Leaders Discuss How PPLI Offers Tax-Efficient Investment Strategies...
Understanding the PPLI Opportunity: The Basics and Beyond with Winged Keel Group
Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for affluent...
New Voter Research from Dr. Frank Luntz Tells a Story of America ‘In Trouble’
Executive Summary: New Voter Research from Dr. Frank Luntz Tells a Story of America ‘In Trouble,’ ‘American...
Protecting Your Legacy: Cybersecurity and Fraud Mitigation Strategies
Cybersecurity, Fraud Mitigation Strategies for Family-Owned Businesses Detailed in New Family Enterprise USA, Bank OZK...
Stop Fraud Before It Destroys Your Family Business
Save your spot for this exclusive webcast: Register Now January 30, 2026 | 10:00 AM – 11:00 AM PDT "Protecting Your...
Beware of Cyberthreats. Learn Practical, Easy-To-Implement Steps
Save your spot for this exclusive webcast: Register Now January 30, 2026 | 10:00 AM – 11:00 AM PDT "Protecting Your...
With Your Help, We’ve Accomplished A Lot in the Last Year
In a short video, Pat Soldano, President of Family Enterprise USA and Policy and Taxation Group, thanks partners,...
Protect What You Built: Fraud & Cyber Defense Now
Save your spot for this exclusive webcast: Register Now January 30, 2026 | 10:00 AM – 11:00 AM PDT "Protecting Your...
Get Your Voice Heard: How to Advocate Simply, Powerfully
Advocating for policies that matter can shape better laws, raise awareness, and drive real change. Your voice has the...
Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Webcast
Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Family Enterprise USA Webcast Navigating...
Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California
California House Member Rep. Correa, Rep. Tran Staff Hear Issues Facing Women Business Owners in Southern California ...
Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Podcast
Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Family Enterprise USA Podcast...
Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood webcast with Pathstone
For many families behind highly successful family-owned businesses, early parenting is centered around protection -...
Sounding the Alarm on New ‘Wealth Tax’ Proposals
If you’re wondering how the re-introduction of a "Billionaires Income Tax Act" in Congress will affect you, this video...
Three Pennsylvania Family Businesses Detail How Tariffs Are Affecting Them in New Webcast
Three Pennsylvania Family Businesses Detail How Tariffs Are Affecting Them in New Family Enterprise USA Webcast ...
New Webcasts, Podcast Focus on Family Governance, Tax Policies, and Tariffs
New Webcasts, Podcast Focus on Family Governance, Tax Policies, Tariffs Affecting Family-owned Businesses ...
Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises
For family enterprises, few decisions are more consequential than choosing the right business entity. That choice...
Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts
Family Business Leaders Discuss ‘Legacy & Longevity’ on Capitol Hill During Meeting with Congressional Family...
Legacy and Longevity: How Congress Can Support the Next Generation of Family Business
Family Enterprise USA members and family-owned business leaders gathered on Capitol Hill in Washington, D.C., on...
Stronger Together: Building Governance That Preserves Wealth for Generations with Whittier Trust
This webcast will explore practical steps to building effective family governance, including the structures,...
Navigating Uncharted Waters in the Insurance Industry with USI
This webcast explores the evolving challenges facing both businesses and individuals in today’s turbulent insurance...
National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Family Enterprise USA...
‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast
‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Family Enterprise USA Podcast Family Enterprise...
New Podcast Details How to Make Private Equity into Positive Partners
New Family Enterprise USA Podcast Details How to Make Private Equity into Positive Partners Family Enterprise USA...
Smart Strategies for Family Business Success with Rockefeller Global Family Office
This webcast features Shirley Quackenbush, Robert Panetti, Ryan Coulson, and Michael Misciagna at Rockefeller Global...
Congress and Family Business: A Policy Win Checklist
The provided text from "Congress will Listen.pdf" discusses how consistent and constant communication with Congress...
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...
Family Business Governance
In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with...
Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses
Award Winning Youth Video Filmmaker Tackles Importance of Family-Owned Businesses; Family Enterprise USA Annual Family...
Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
This webcast, hosted by Pat Soldano of Family Enterprise USA and Policy and Taxation Group, features Michael...
The One Big Beautiful Bill (HR 1): A Deep Dive for Family Businesses
This podcast features a discussion with tax policy experts Russ Sullivan of Brownstein Law Firm and Michael Hawthorne...
“Charitable Giving and Community Involvement” Event and Congressional Outreach Day – May 2025
Pat Soldano opened the event by thanking Members of Congress, congressional staff, and family-owned businesses for...
New Webcast & Podcast Explore Family Office Hiring Trends, Family Biz Research with Pat Soldano
Family Office Hiring Trends Detailed in New Mack Intl. Webcast; New Family Business Magazine Podcast Features Pat...
Build a Family Office That Works: New Podcast + Webcast with EY Experts
Building the Right Family Office, Using Parallel Governance Strategies Detailed by EY’s Family Enterprise and Office...
Family Business Voices Heard on Capitol Hill – Read the Full Recap by Pat Soldano
In a time of economic uncertainty and policy shifts, family owned business leaders are stepping up to make their...
Family-Owned Businesses Essential to American Dream New Luntz Survey Shows
Family-Owned Businesses Essential to American Dream, Most Trusted Businesses in the Economy, New Luntz Survey Shows ...
Demystifying the Family Office: Expert Insights on Structure, Models, and Best Practices with EY
In this insightful episode of the Family Enterprise USA podcast, host Pat Soldano welcomes Catherine Fankhouser and...
How Parallel Governance Can Guide Generational Transition with EY
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this...