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.
Focus
In the US, family firms generate:
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54% of GDP ($7.7 trillion)
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88 million jobs or,
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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
- Preserving Legacy and Maximizing Value: Strategic Planning for Family-Owned Enterprises, by Rockefeller Global Family Office, August, 2026
- PPLI as a “Family Bank”: Segregating Long-Term Capital From Operating Risk, by Winged Keel, August, 2026
- Philanthropy and the Family Business: Five Channels for Charitable Giving, by Whitter Trust, July, 2026
- Compliance As A Service (CaaS) – The Malpractice Prevention Framework For Modern Employers, by Ahola Payroll & HR Solutions, July, 2026
- How Family Enterprises Can Preserve Long-Term Ownership Through Evolving Governance, by EY, July, 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
- The Investor-Ready Paradox: How To Balance The Personal And Procedural, by Ahola Payroll & HR Solutions, 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
Supporters Meeting Recap from 9.27.18
Below is a summary of the PATG-FEUSA Supporters and Members Meeting held on September 27, 2018. I opened the meeting by pointing out that after enactment of tax reform last year – which included a temporary doubling of the estate tax exemption – we had anticipated a...
Chairman Brady Speaks in Support of Tax Reform 2.0 Before the House Rules Committee
House Ways and Means Committee Chairman Kevin Brady (R-TX) delivered the following opening statement at the House Rules Committee hearing on Tax Reform 2.0. Remarks as Prepared for Delivery: “Good afternoon, Chairman Sessions, Ranking Member McGovern, and Members of...
Please Donate to Ditch the Estate Tax
We are in the process of building Ditch the Estate Tax, a social media campaign with the help of Social Driver, a DC-based firm. This project will cost more than $150,000, and so we are asking for your support and hope you will make a special contribution to this...
PATG Supporters & FEUSA Members Dinner and Meeting
PATG Supporters and FEUSA Members Dinner and Meeting Agenda Please email Pat Soldano at pmsoldano@policyandtaxationgroup.com for your RSVP to the dinner, meeting, or if you will be participating remotely. <Download PDF> Wednesday, September 26, 2018 ...