FOR FAMILY BUSINESS, GENERATIONALLY OWNED BUSINESS, AND NEX-GEN

Research, Whitepapers, Polls, Surveys, and Studies

 

Latest Polling Data. In-depth Reports, Analysis, and Data Insights. Estate Tax, Income Taxes, Legislative Impact, and more.

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Focus

  • In the US, family firms generate 54% of GDP or $7.7 trillion and 88 million jobs or 59% of domestic employment

  • 78% of new job creation comes from family-owned firms

  • 35% of Fortune 500 companies are family-owned or controlled

  • Family firms have higher employee retention rates than non-family firms

Topics and Whitepapers

 

2024

Infographics on Family Business, Taxes, and More

2023

2022

2021

2014 and Earlier

Latest Insights on Issues, Taxes, and Policies Effecting Family Business and Nex-Gen

Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning

Pathstone Webcast Replay: Family Vision and Values: The Starting Point of Estate Planning

In this webcast, Family Vision and Values: The Starting Point of Estate Planning, senior Pathstone executives Jim Coutré and Scott Weaver will share their insights into why estate planning should begin with a clear articulation of family vision and values, how this...

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