Business Owners 2022 Family Enterprise USA Survey Review

1:00 PM – 2:00 PM ET / 10:00 AM – 11:00 AM PT

Family Enterprise USA invites you to join us for a webinar with special guest speakers Ben McGloin, CFA, Head of Advice, Planning and Fiduciary Services & Ryan Szczepanik, Senior Wealth Strategist from BNY Mellon Wealth Management.

We will review the results of the Family Enterprise USA 2022 Family Business Survey and discuss concerns and impacts that potential legislation may have on family-owned businesses across the United States.

Benefits

  • No cost to attend
  • Opportunity for questions and feedback
  • Family business education
  • 60 minutes — maximum value for time

For more than two centuries, BNY Mellon Wealth Management has helped families build, manage and preserve their wealth. Our specialized teams have the tools, knowledge and experience to develop comprehensive solutions for our business owner clients that address each client’s personal financial objectives and family dynamics, as well as issues specific to his or her business. For business owners considering a family office, our dedicated Family Office team brings more than 50 years of experience providing solutions and strategic insights to help family offices grow and preserve wealth across generations.

Patricia Soldano
President & Chairman
Family Enterprise USA

Ben McGloin, CFA
Head of Advice, Planning and Fiduciary Services
BNY Mellon Wealth Management

Ryan Szczepanik
Senior Wealth Strategist
BNY Mellon Wealth Management


Family Enterprise USA Family Enterprise USA promotes family business and job creation, growth, viability, and sustainability by advocating for family businesses, their lifetime of savings, and the issues they face running their businesses every day. The issues we fight for or against with Congress in Washington DC are high Income Tax Rates, possible elimination of Valuation Discounts, increase in Capital Gains Tax, enactment of a Wealth Tax, and the continued burden of the Estate Tax (death tax), and with the possible elimination of Step up in Basis. Family Enterprise USA represents and celebrates all sizes, and industries of family businesses and multi-generational employers.

Family Enterprise USA is a 501(c)(3) non-profit organization. Family foundations can donate.


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As we prepare for what promises to be a pivotal year for America, we're asking you to consider becoming a member.

The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That's why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC are high Income Tax Rates, possible elimination of Valuation Discounts, increase in Capital Gains Tax, enactment of a Wealth Tax, and the continued burden of the Estate Tax (death tax), and with the possible elimination of Step up in Basis.

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