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Envisioning Life After Your Family Business Succession

Envisioning Life After Your Family Business Succession

Sep 8, 2022 | Family Businesses, Family Owned Business, In The News

By Mary Ellen Krueger and Nathan Kublank, Aspiriant directors in wealth management and partners For a successful family business transition, you must first visualize what your life will look like after you hand off the company. Imagine, it’s the first Monday of your...
Family Business Succession Considerations

Family Business Succession Considerations

Jul 17, 2021 | Family Businesses, Family Enterprise USA, In The News

Have Your Voice Heard in Congress. Please Take Action Today!!! By Nathan Kublank and Mary Ellen Krueger, Aspiriant Directors in Wealth Management and Partners ​It’s common for family businesses to strongly believe the company they or previous generations steadfastly...
Report Urges Families To Plan Ahead To Avoid Heavy Succession Taxes

Report Urges Families To Plan Ahead To Avoid Heavy Succession Taxes

Apr 29, 2016 | Family Enterprise USA, Taxes

The Special Purpose Supporting Organization

The Special Purpose Supporting Organization

Jan 20, 2026 | Family Businesses, Family Enterprise USA, Family Owned Business

Take the 2026 Family-Owned Business Survey Contribute your perspective to the 2026 Family-owned Business Survey and help influence policy and support. Start now. By Alexander “Zan” SchindlerSenior AssociateBrown & Streza LLP In this insightful whitepaper from...
Join Us at the Family-Owned Business Summit – Enjoy 40% Off Registration

Join Us at the Family-Owned Business Summit – Enjoy 40% Off Registration

Jan 19, 2026 | Family Businesses, Family Owned Business

Family-owned businesses face distinct leadership challenges—balancing growth with family dynamics, leading across generations, and aligning owners, executives and culture for the long term.   This February 12th to 13th, Chief Executive Group and Raymond James are...
Join Us at Transitions Spring 2026 – Enjoy 15% Off Registration

Join Us at Transitions Spring 2026 – Enjoy 15% Off Registration

Jan 13, 2026 | Family Businesses, Family Owned Business

We’re Proud to Sponsor the Event Where Business Families Work on the Business of the Family   We’re excited to share that we’ll be at Transitions Spring 2026, taking place March 18-20 in St. Petersburg, FL— and we’d love for you to join us there.  ...
New Webcasts, Podcast Focus on Family Governance, Tax Policies, and Tariffs

New Webcasts, Podcast Focus on Family Governance, Tax Policies, and Tariffs

Nov 6, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Podcast, Video Post, Watch & Listen

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. New Webcasts, Podcast Focus on Family Governance, Tax Policies, Tariffs Affecting Family-owned...
Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect

Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect

Oct 31, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Pat Soldano

Family Enterprise USA President Pat Soldano continues to bring clarity to the complex issues shaping the future of family-owned businesses.   Her latest articles explore the growing impact of tariffs on family businesses, the positive outcomes from the newly...
2025 Annual Family Business Report

2025 Annual Family Business Report

Oct 29, 2025 | Family Businesses, Family Enterprise USA, Family Owned Business, Pat Soldano

Family businesses experienced unique headwinds and tailwinds in 2025. This year, the most significant challenge for family businesses across the nation has been uncertainty – including uncertainty over inflation and new economic policies like tariffs. The most...
Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength

Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength

Oct 29, 2025 | Family Businesses, Family Owned Business

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By: Tammie M. Sandoval, J.D., CTFAChief Fiduciary OfficerBank OZK Family enterprises form the backbone...
Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises

Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises

Oct 27, 2025 | Family Businesses, Family Business Caucus, Family Enterprise USA, Family Owned Business, Video Post, Watch & Listen, Webcast Replays

Take the 2026 Family-Owned Business Survey Contribute your perspective to the 2026 Family-owned Business Survey and help influence policy and support. Start now. For family enterprises, few decisions are more consequential than choosing the right business entity. That...
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  • 19 Women Named Founding Members of Women’s Business Owners Group
  • Taxation & Representation: FY2026 Funding Deal Advances – But Trouble Looms Ahead
  • The Numbers That Will Unlock Better Laws
  • Cybersecurity Alert: Protect Your Family Business
  • Taxation & Representation: Shutdown Looming This Weekend?
  • Insider Policy & Succession Insights Await You
  • [WEBCAST] Family Business Security: Don’t Leave It to Chance
  • Revival of the Wealth Tax May Prompt Constitutional Challenges
  • Weekly Washington Update: Is a Second Reconciliation Bill Coming in 2026?
  • Saying It Out Loud January 2026, By Pat Soldano
  • The Special Purpose Supporting Organization

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