We need your support!
Join us by becoming a Supporter. Your support funds our strategic government relations, advocacy, and communications efforts on behalf of family offices and successful families to defeat harmful tax increases. The Policy and Taxation Group’s team participates in hundreds of meetings with the US Congress and federal agencies to educate and to advocate on your behalf.
Policy and Taxation Group is the best way for family offices and successful individuals to have a meaningful influence on the destructive taxes that impact you. Our team is composed of subject matter experts that worked in the relevant Congressional tax committees and federal government agencies.
Our Supporters receive substantive benefits, including regular updates, insider information, and critical situation awareness on the issues that affect family offices and successful individuals. We provide you with a seat at the table with the decision makers. PATG hosts several fly ins to Washington, DC each year where you are invited to meet with Members of Congress and other influencers (participation in our meetings and events is optional). Our Supporters may remain Anonymous because of our 501c4 status.
Estate Tax Horror Stories
“Five times our family has been subjected to the Estate Tax. Between the 1950s and 1980s, vast amounts of money (tens of millions of dollars) were raised to pay the tax. Lands were clear cut, mills liquidated, communities destroyed, but we survived. The next hit will be too great. The Estate Tax will take us out.”
“Recently my mother was declared incompetent to handle her affairs. Imagine the families surprise to find she was worth approximately 6 million dollars. There was no estate planning. They worked and paid their taxes every year since they were teenagers. My father worked for the government and served in the Army during World War II. The estate tax must be repealed.”
Successful Individual Videos
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Support Our Efforts
Your support is being sought to invest in our strategic efforts to promote both short-term and long-term relief on Capitol Hill.