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Get Your Voice Heard in Congress.
Please Take Action Today

Family Business owners build their business as a legacy to their family, their employees, and the community. To sustain and grow that legacy, estate planning is one of many critical components of the transition process. Our partners at BNY Mellon Wealth Management have outlined key strategies and considerations needed for a successful business transition. BNY Mellon Wealth Management is a critical sponsor of the work done by Family Enterprise USA.


10:00 AM – 12:00 PM PT

BNY Mellon Global Family Office invites you to join us virtually on Thursday November 4 at 10:00am for a timely webinar focusing on our Global Market Outlook.

Our industry experts and thought leaders will discuss how Family Offices across the country are navigating the current market outlook and commercial real estate markets. We hope you will join us!


The event will begin promptly at 10:00am PT and will take place on WebEx. Additional details and a WebEx link will be provided to registrants closer to the event.

  • 10:00 AM – Welcoming Remarks and BNY Mellon Global Family Office Market Outlook
  • 10:30 AM – Mueller U.S. Commercial Real Estate Economic Update
  • 11:00 AM – How Family Offices are Investing Nationally in Commercial Real Estate
  • 11:30 AM – Audience Q&A and Closing Remarks
  • Vincent Hayes
    Global Head of Family Office & International Wealth Management
    BNY Mellon Wealth Management
  • Rajesh Nakadi
    Head of Investments, Global Family Office
    BNY Mellon Wealth Management
  • Richard Leider
    Founder and Managing Partner
    Trinity Real Estate
  • Glenn R. Mueller, Ph.D.
    Prolific Industry Advisor & Professor
  • DJ Van Keuren
    Family Office Real Estate Institute
Vincent Hayes
Global Head of Family Office & International Wealth Management
BNY Mellon Wealth Management

Please respond directly to Jaime Brosche at [email protected].

Contact Your Member of Congress
It Only Takes a Minute

Stay safe and healthy,
Pat Soldano
President; Policy and Taxation Group
[email protected]
712 H Street NE Suite 1091
Washington DC 20002
About Policy and Taxation Group
Policy and Taxation Group is your voice in Washington on economic freedom. We advocate for policies that allow American families to fully enjoy the economic liberties and benefits of a robust free market unique to our nation. For over 25 years, we have been the loudest voice in the nation’s capital on eliminating the death tax. This ill-conceived tax has a destructive impact on families, family businesses, job creation, and the national economy.
Have questions or would like more information about becoming a Supporter or donating? Please contact John Marino at [email protected].
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