Family Enterprise USA

When planning for your family, you prepare, consult with experts, save, and make plans for your child’s future.


The same is true in running your business; they are, in many ways, parallel experiences.

In this webinar, Abbey Flaum, Managing Director – Family Wealth Strategist at Homrich Berg will share her insights on these parallels and a few tips for business succession.

Overall, succession planning is an important part of ensuring the long-term success and sustainability of a business, particularly for family-owned businesses that have a unique set of challenges and considerations. A well-planned succession strategy can help ensure that the business is well-positioned to thrive for years to come.

Transitioning a family business to younger generations can unmask strengths and weakness that can ultimately result is the success or failure of the business.

Secure your spot today for this no-cost webinar.

About Homrich Berg
One of the 50 largest registered investment advisor firms in the country, HB was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 46 states from our home base in metro Atlanta and now have 35 principals and more than 170 employees. We have kept our core values constant and kept our focus on our clients even as we have continued to be a pioneer in using technology and expertise to find new ways to provide great service to our clients. A key part of our success is attracting great people who enjoy our culture and our approach. We have received many awards over the years, but we are most proud of our 98%+ client retention rate*. Community is important to HB, as we give our time and resources to help make a difference.
Please stay safe and healthy,
Pat Soldano
President; Family Enterprise USA
pmsoldano@family-enterpriseusa.com
712 H Street NE Suite 1330
Washington DC 20002
202-738-4916

Upcoming Events

  • March 7: Family Office Club Event, Torrance, CA
  • March 9: U of Wisconsin, Madison, WI
  • March 16: Grand Rapids FBC, Grand Rapids, MI
  • March 23: Maine FBC Event
  • March 29: High Center FBC, Elizabethtown, PA
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Sign-Up For New Podcast: "Voice of Family Business on Capitol Hill" with host Pat Soldano.

Join our growing family of podcast listeners by clicking on the links below to our new podcast, "The Voice of Family Business on Capitol," where each episode delves into the major issues facing family businesses and family business centers today. Subscribe by clicking on these links, or wherever you get your podcasts.
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…

As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a member.

The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill.
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.

Family Enterprise USA Digital Brochure
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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