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Family Enterprise USA invites you to join us for a webinar with special guest speakers Ben McGloin, CFA, Head of Advice, Planning and Fiduciary Services & Ryan Szczepanik, Senior Wealth Strategist from BNY Mellon Wealth Management.
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We will review the results of the Family Enterprise USA 2022 Family Business Survey and discuss concerns and impacts that potential legislation may have on family-owned businesses across the United States.
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For more than two centuries, BNY Mellon Wealth Management has helped families build, manage and preserve their wealth. Our specialized teams have the tools, knowledge and experience to develop comprehensive solutions for our business owner clients that address each client’s personal financial objectives and family dynamics, as well as issues specific to his or her business. For business owners considering a family office, our dedicated Family Office team brings more than 50 years of experience providing solutions and strategic insights to help family offices grow and preserve wealth across generations.
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Please stay safe and healthy,
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pmsoldano@family-enterpriseusa.com
712 H Street NE Suite 1330
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Upcoming Events
- November 15: Tolleson Presentation Luncheon, Dallas, TX
- November 16-18: Campden North America Family Office Meeting, Palm Beach, FL
- November 17: Whittier Trust (virtual)
- December 6: CSUF FBC Workshop, CA
- December 7 - 9: Private Wealth Management Summit, Palm Beach, FL
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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.
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Family Enterprise USA Sponsors
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