Video Post Articles

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 John Fitton, Family Office Advisory executives from Ernst & Young. Together, they delve into the complex world of family offices, providing clarity...
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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 risk demands clear boundaries between family, ownership, governance and management. Parallel governance, or the establishment of separate governance...
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Family Business and Successful Family Insights from John Gugliada & Pat Soldano – Watch Now

IFA’s recent webinar, Protecting the Legacy of Family Businesses & Successful Individuals in Today’s Legislative Environment, featured key insights from John Gugliada, Director of Family Business Engagement, and Pat Soldano, President of Family Enterprise USA....
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Get Exclusive Access: Expert Tax & Policy Insights for Family Owned Businesses

Family Enterprise USA (FEUSA) President Pat Soldano led an exclusive discussion on the latest tax and policy developments with insights from top experts, including Dr. Frank Luntz, Bart Reising, and Russ Sullivan. This session covered:   The urgency of passing...
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