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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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Secure Top Talent: 2025 Family Office Hiring Trends Unveiled

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:...
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Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast

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...
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