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Policy and Taxation Group
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Business Owners 2022 Family Enterprise USA Survey Review Webinar (10/25)

1:00 PM - 2:00 PM ET / 10:00 AM - 11:00 AM PT

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.

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.

Reserve your place...

  • No cost to attend
  • Opportunity for questions and feedback
  • Family business education
  • 60 minutes — maximum value for time
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.


Stay safe and healthy,
Pat Soldano
[email protected]
712 H Street NE Suite 1091
Washington DC 20002
(202) 681-8365

Upcoming Events

  • October 22 & 23: American Trucking Association, San Diego, CA
  • October 25: BNY Mellon webinar, virtual
  • October 26: Loyola Marymount University, virtual
  • October 28: Prairie FBC - Tax and Economic Legislative Concerns for Families and Family Business, virtual
  • November 2 to 4: FBM Transitions Fall, Marina Del Rey, CA
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.
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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