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Family Business owners plan their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is critical. Please review the white paper below from BNY Mellon Wealth Management to learn some of those planning tools. BNY Mellon Wealth Management is a critical sponsor of the work done by Family Enterprise USA.
Hear expert Boryana Zamanoff, Family Wealth Strategist and Ben McGloin, Head of Advice Planning & Fiduciary Services for a conversation on how to introduce your family to a values based approached to legacy and a discussion on how wealth affects the drive, purpose and well-being of the next generation.
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Please stay safe and healthy,
Pat Soldano
President; Family Enterprise USA
pmsoldano@family-enterpriseusa.com
712 H Street NE Suite 1330
Washington DC 20002
7143573140
About Family Enterprise USA
Family Enterprise USA advocates for American Family business. We help family businesses communicate their challenges and contributions to American economic freedom to Legislators. We represent all American family businesses; not just specific industries and provide research to enhance the opportunity for success. We help family businesses continue to establish their unique business legacy. Family Enterprise USA is a 501(c)(3) non-profit organization.. Family foundations can donate.

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Have questions or would like more information about becoming a Member or donating? Please contact John Gugliada at jgugliada@family-enterpriseusa.com.

Family Enterprise USA Sponsors

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