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UHNW Institute, with a goal to provide ultra-high-net worth families and family offices with independent management tools and insights, has named Soldano to its Advisory Board. Soldano is also President of Family Enterprise USA and Policy and Taxation Group. Both non-profit organizations promote and advocate for job creation, growth, viability, and sustainability for family businesses.<\/p>\n
Marino, Director of Strategic Partnerships & Business Development for Policy and Taxation Group, will be brought on as part of UHNW Institute\u2019s teaching faculty and learning exchange.<\/p>\n
The UHNW Institute\u2019s educational stated focus is to elevate the wealth management industry knowledge base. Marino will be part of the advisor faculty that provides independent insights, thought leadership, and policy experiences aimed at helping institute\u2019s ultra-high-net-worth audience find unbiased, valuable tools for managing their enterprises.<\/p>\n
We are thrilled to have both Pat and John join our team of experienced family business professionals,\u201d said Steve Prostano, Founder & Chairman of The UHNW Institute. \u201cTheir insights into the critical challenges facing multi-generational family businesses and family offices will be valuable to our clients looking for independent, unbiased knowledge, and peer-to-peer collaboration.\u201d<\/p>\n
The institute bases its learning on what it calls \u201cTen Domains of Family Wealth.\u201d The domains were developed on an analysis of the specialized needs of ultra-high-net-worth families. The model includes disciplines that focus heavily on technical and relationship skills between families and their advisors.<\/p>\n
The independent advisory role the institute plays is the ideal platform for the unbiased, bipartisan work we do for our family business and family office supporters and members,\u201d said Soldano. \u201cWe look forward to working with the entire team at the UHNW Institute and being a valued resource to their clients, especially with issues on Capitol Hill, and with the formation of the new Congressional Family Business Caucus.\u201d<\/p>\n
Marino\u2019s faculty role at UHNW will draw from his experience in working to reduce or eliminate burdensome taxation and regulation that hurts family businesses of all sizes, in all industries.<\/p>\n
\u201cWe\u2019ve had success in reducing or stopping policies on Capitol Hill that hurt family businesses,\u201d said Marino about joining the faculty at UHNW Institute. \u201cIt will be important to have the institute\u2019s audience understand the critical nature of supporting our tax reducing initiatives in Washington,\u201d he said. \u201cI look forward to providing insights and action steps that help inform multi-generational family businesses and their family offices about the issues seriously affecting them now, and in the future.\u201d<\/p>\n
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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.<\/p>\n
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 include 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 gift tax, estate tax and generation skipping tax.<\/p>\n
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Family Enterprise USA promotes family business and job creation, growth, and sustainability by advocating for family businesses, their lifetime of savings, and the issues they face running their businesses every day. Some of 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 gift, estate and generation skipping taxes. Family Enterprise USA represents and celebrates all sizes and industries of family businesses and multi-generational employers.<\/p>\n