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 ($7.7 trillion)
88 million jobs or,
59% of domestic employment

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

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

Family-owned businesses consistently pay better and offer better benefits than non family owned firms.

Family-owned businesses plan their business as a legacy; over 80% in business for more than 20 years.

Family-owned businesses allocate over 60% of their giving to local charities to support their local communities.

Topics and Whitepapers

2026

How Family Businesses Can Plan for Uncertainty, by LSL CPAs, July, 2026
New Voter Research from Dr. Frank Luntz Tells a Story of America ‘In Trouble’, by Dr Frank Luntz and FEUSA Action, June, 2026
The Hidden Risk of Success: When Wealth Changes the Conditions that Form Character, by Brown & Streza LLP, May, 2026
The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business, by Whitter Trust, April, 2026
Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy, by CFAR, April, 2026
Beyond the Headlines: Strategic Wealth Planning in an Evolving Tax Environment, by Bank OZK, April, 2026

When a Family Office Supports Your Preferred Life – and When It Gets in the Way, by Pathstone, March, 2026
How dynasty trusts are setting a family enterprise up for long-term success, by EY, March, 2026
Changing Public Markets and the Impact for Average Investors, by Bank OZK, February, 2026
The Special Purpose Supporting Organization, by Brown & Streza LLP, January, 2026

2025

Developing Next Generation Members in the Family Business and Family Enterprise, by CFAR, December, 2025
Preserving Legacy Beyond the Operating Business: Evolving from Operator to Investor, by Buchanan Street Partners, November, 2025
From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business, by Rockefeller Global Family Office, November, 2025
Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength, by Bank OZK, October, 2025
Who Pays The Most Taxes?, by Family Enterprise USA, October, 2025
MIND THE GAPS: Family Solutions for Insurance Risk Management, by Cincinnati Insurance, October, 2025
Charitable Giving: DAFs vs. Private Foundations, by Whittier Trust, October, 2025
Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy, by Rockefeller Global Family Office, September, 2025
How Family Governance Protects Generational Wealth, by Whittier Trust, August, 2025
How Family Businesses Can Cultivate Resilient Growth, by EY, August, 2025
Wealth, Complexity & The One Big Beautiful Bill: Time for a Family Office?, by Whittier Trust, July, 2025

2024-25 Family Business Rising Gen Survey: Communication is Still Key, by Cornell University, Family Enterprise USA, and The Roberts Group, June, 2025
Why Every Family Office Needs an ‘Expert Generalist’, by Mack International, June, 2025
Wealth & Values: Defining Family and Individual Values, by Rockefeller Global Family Office, June, 2025
Controlling Risk and Maximizing Protection Through Consultation and State of The Art Technology, by USI, June, 2025
Engaging Next Generation Members in the Family Business and Family Enterprise, by CFAR, April, 2025
The “Liberation Day” Jolt, by Rockefeller Global Family Office, April, 2025
Family First: Navigating Success and Succession in Business, by Brown & Streza LLP, March, 2025
How Parallel Governance Can Guide Generational Transition, by EY, February, 2025
Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood, by Pathstone, February, 2025

2024

An Under Appreciated Risk to Family Legacies, by Robert F. Mancuso, October, 2024
A Sustainably Successful Process for an Executive Search, by Mack International, October, 2024
How Your Shareholder Liquidity Strategy Can Be Made Future-Proof, by EY, September, 2024
Evaluating Business Structures: The Pros And Cons, by Homrich Berg, July, 2024
Handing Over the Keys—The Challenges of Reaching Gen Z, by Mack International, June, 2024
Family Vision and Values: The Starting Point of Estate Planning, by Pathstone, June, 2024
DAC Insights – The Case for Dividend Growth Investing, by Dividend Assets Capital, May, 2024

Six Best Practices to Keep Your Business Sale-Ready, by Whittier Trust, May, 2024
Business Succession – The Essentials, by Brown & Streza LLP, April, 2024
Uncover the Power of Active Management with Fenimore Asset Management, by Fenimore Asset Management, April, 2024
Frequently Asked Questions Posed to this C-Suite Executive Search and Family Office Consulting Firm, by Mack International, February, 2024
Would You Like More Income Every Year?, by Dividend Assets Capital, February, 2024
Give it away now? Today’s favorable estate tax is set to expire after 2025, by Fiduciary Trust, February, 2024
Tax Implications for Family Business Succession Planning in 2024 and Beyond, by Whittier Trust, February, 2024
7 Capital Planning Questions For Family Businesses, by EY, January, 2024

Infographics on Family Business, Taxes, and More

2023

Business Transition Alternatives, by Homrich Berg. December, 2023
Three Steps to Survive a Generational Transition of the Family Business, by Whittier Trust, November, 2023
The Importance of Pre-Sale Planning for Your Family Business, by Pathstone, November, 2023
What a 2023 Survey Found Re: Family Office Compensation and Talent, by Mack International, November, 2023
Appraising A Company That Is Subject To A Potential Sale/Merger Event: Chief Counsel Advice Memorandum 202152018, by MPI, October, 2023
Cybersecurity is No Longer Optional, It’s a Necessity, by USI Insurance Services, September, 2023
Decoding Philanthropic Designs: DAFs, Foundations, Support Orgs, by Brown & Streza LLP. August, 2023
Contingency Planning For Business Owners, by Homrich Berg. July, 2023
AI’s Transformative Potential: Rational Interest vs Irrational Exuberance, by Pathstone, June, 2023

Selecting Modern Trust Structures Based on a Family’s Assets, by South Dakota Trust Company, June, 2023
Protecting What You’Ve Spent a Lifetime Building, by Chubb, June, 2023
Setting Up Your Family Philanthropy for Long-Term Success, by Fiduciary Trust International, June, 2023
IRS Releases Inflation Reduction Act Strategic Operating Plan: Is an Audit Storm Brewing for High Net-Worth Individuals?, by MPI, June, 2023
Profile of the Family Office Leader of the Future, by Mack International, April, 2023
SECURE 2.0 Act Changes Affecting Family Business Owners, by Homrich Berg. April, 2023
Inheritance VS. Private Capital, by The Madison Group, February, 2023
Impact of Supply Chain Disruptions in 2023, by USI Insurance Services, January, 2023

2022

It’s All Relative; Family Matters in Business Succession, by Homrich Berg, December, 2022
Is a For-Profit Family Office Right for You?, by Pathstone, November, 2022
Reducing the Tax Impact on the Sale of Your Business, BNY Mellon Wealth Management, October, 2022
Successful Succession Planning, by Whittier Trust, October, 2022
Considerations on Establishing Family Governance, by Pathstone, September, 2022
Envisioning Life After Your Family Business Succession, by Aspiriant, September, 2022
Above the Line Planning, by The Madison Group, August, 2022
How to Get the Most from Your Board, BNY Mellon Wealth Management, June, 2022

A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent, by Mack International, June, 2022
Private Placement Insurance Products, by The Madison Group, May, 2022
2022 Family Office Trends, by Pathstone, April, 2022
Navigating “Company Value” in Times of Choppy Market Activity, MPI, April, 2022
Considerations in Making a Gift of a Business Interest to a Public Charity, BNY Mellon Wealth Management, April, 2022
An Opportunity to Save on Income Taxes, BNY Mellon Wealth Management, April, 2022
From Generation to Generation, by Pathstone, February, 2022

2021

Estate Tax Strategies for Business Owners, by BNY Mellon Wealth Management, August, 2021
The New Normal, by The Madison Group, Inc, August, 2021
Strengthen Your Family Business With a Family Governance Plan, by BNY Mellon Wealth Management, August, 2021
Family Business Succession Considerations, by Aspiriant, July, 2021
87 % of the Businesses in the US are Family-Owned Businesses; who pay the estate tax!, by FEUSA, June, 2021
Importance of Family Businesses’ Contribution to the U.S. Economy, by Torsten M. Pieper, Franz W. Kellermanns,
Joseph H. Astrachan & Nina Anique Hadeler, May, 2021

Successful Business Transitions Start With Early Planning, by BNY Mellon Wealth Management, May, 2021
Eight Steps to an Effective Business Transition, by BNY Mellon Wealth Management, May, 2021
Tax Efficiency: Effective Strategies for the Long Term, by BNY Mellon Wealth Management, May, 2021
Update 2021: Family Businesses’ Contribution to the U.S. Economy, by FEUSA, January, 2021

2019

Socialism Survey — by Frank Luntz — June, 2019
Cotton, Boozman, Blunt, and Ernst Introduce the Estate Tax Rate Reduction Act for 2019; S176 by FEUSA — January, 2019
Senator Thune Introduces S215; Bill to Repeal Estate and GST Taxes by FEUSA — January, 2019
Elizabeth Warren Proposes New Wealth Tax by FEUSA — January, 2019
Congressman Jason Smith Introduces Estate Tax Repeal Bill HR218 by FEUSA — January, 2019

2018

Death Tax Election Night Polling by Frank Luntz — December, 2018
Senator Kyl Again Seeks to Cut the Death Tax by FEUSA — November, 2018
New IRS Data Reiterates Shortcomings of the Estate Tax by Scott Eastman – October, 2018
Family Businesses; Jobs and Revenue Generated in the US by FEUSA— September, 2018
Family Businesses; Charitable Giving; 2018 – May, 2018
Update and Extend Earlier Estimates of Proposals to Modify The Estate, Gift and Generation-Skipping Transfer Taxes – March 28, 2018

2017

Estate Tax Is Hurdle For Minority American Business Owners by Harry Alford – December, 2017
Support for Death Tax Repeal by Frank Luntz – November, 2017
Revenue Analysis Of Options to Reform The Federal Estate, Gift and Generation-Skipping Transfer Taxes by Quantria Strategies – September 2017
As Congress debates repeal of estate tax, why not consider ending the gift tax? by Pat Soldano – June, 2017
American Voter Attitudes On Estate, Gift, And Generation-Skipping Taxes – January 30, 2017

2016

Killing the Death Tax Would Resurrect Growth by Stephen Entin – October, 2016

2014 and Earlier

Frank Luntz Presentation on Women Voters – June 18, 2014
Frank Luntz Presentation on Income Inequality & Taxes – January 28, 2014
Impacts on Small Businesses and Families – September 2010
How the Death Tax Kills Small Businesses, Communities—and Civil Society by Patrick Fagan – June, 2010
Statement of Terry Neese: Distinguished fellow, National Center Of Policy Analysis Family Policy Center – November 4, 2009
Let The Death Tax Rest In Peace – August 5, 2009
Afro American Newspapers: Families need a permanent, certain fix of Estate Tax – April 26, 2006
Death Tax Squeezes Smaller Companies – May 17, 2005
Death Tax Chronicle – 2005
Hispanic Family-Owned Business Interviews – June 1, 2004
Family Businesses Contribution to the U.S. Economy_ A Closer Look by Joseph H. Astrachan and Melissa Carey Shanker — September, 2003

The Effects on Government Revenues from Repealing the Federal Estate Tax and Limiting the Step-Up in Basis for Taxing Capital Gains – June 30, 2003
Women & The Death Tax – April 2002
The Death Tax & Gay and Lesbian Americans – April 24, 2002
Post-Election Survey Results, Groundbreaking Data On The Efforts Of The Death Tax – November 27, 2000
A Declaration Of Independence From Death Taxation: A Bipartisan View – July 2000
Survey Of The Impact Of The Federal Estate Tax on NAWBO Member Businesses – February 23, 2000
Policy Analysis: Grave Robbers, The Moral Case Against The Death Tax – October 4, 1999
Family Businesses In The US Economy – 1998
An Analysis Of The Descent Distance Into The Defects Of The Estate Tax On Entrepreneurship – June 1, 1994
Federal Transfer Taxation: A Study In Social Cost – 1993

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

Jason Smith to Chair House Ways and Means Committee

Jan 9, 2023 | Family Enterprise USA, In The News

Earlier today, the Republican House Steering Committee selected Rep. Jason Smith (R-MO) to serve as the chair of the House Ways and Means Committee for the 118th Congress. Jason Smith ultimately defeated fellow Republican Reps. Vern Buchanan (R-FL) and Adrian Smith...

[VIDEO] Transitioning For the Future, Cutting Red Tape Is Key to Success for GoodFellow Bros.

Jan 9, 2023 | Family Business Stories, Family Businesses, Family Owned Business, In The News, Next Gen, Pat Soldano, Video Post, Watch & Listen

Transitioning For the Future, Cutting Red Tape Is Key to Success for General Contractors GoodFellow Bros. in New Video by Family Enterprise USA’s Pat Soldano Training workers and cutting red tape are two key issues of focus for Chad Goodfellow, CEO, Goodfellow...

[VIDEO] Family Trust Agreements, Community Giving Spotlighted in New Video with Thompson Realty

Jan 5, 2023 | Family Business Stories, Family Businesses, Family Owned Business, In The News, Next Gen, Pat Soldano, Video Post, Watch & Listen

Family Trust Agreements, Community Giving Spotlighted in New Family Enterprise USA Video with Commercial Realty Firm Thompson Realty, Lincoln, Neb. The struggles and successes of starting and transitioning a multi-generational family business, and giving back...

State of Family Business Annual National Survey Launched

Jan 4, 2023 | Family Business Caucus, Family Business Survey, Family Businesses, Family Enterprise USA, Family Owned Business, In The News

Large-Scale Annual Survey Takes Pulse of Family Business Growth, Health in Challenging Year Post Covid, but Inflation and New Congress Mark 2023 America’s family businesses are being asked to tell the country how they feel about their businesses right now, in a...