The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities.
Lido Consulting’s 19th Annual Family Office Investment Symposium Features Family Enterprise USA President Pat Soldano, Communications Expert Frank Luntz
Three-Day Lido Event Kicks-off April 29 with Closed-Door Family Office Roundtable with Pat Soldano; Ends May 1 with New Frank Luntz Family Business Research
Lido Consulting’s 19th Annual Family Office Investment Symposium will be held here April 29-May 1 and begins with a closed-door family office roundtable discussion with Family Enterprise USA and Policy and Taxation Group President, Pat Soldano, as a panelist.
The annual Lido symposium takes place at the Fairmont Century Plaza Hotel and features family office and communications experts, such as well-known pollster Frank Luntz, entertainers Sebastian Maniscalco and Bill Bellamy, and Brigadier General Scott E. Brower, U.S. Army (Retired).
The Lido event offers networking and business development opportunities for sponsors and attendees. The conference is centered around legacy preservation within the family office space, with educational presentations, panel discussions, entertainment, and networking opportunities.
This year’s event opens with a Family Office Roundtable, with panelists Soldano, Mikkela Sweet, Executive Vice President of Enterprise Trust, Marc Wolf, Partner at CohnResnick LLP, Noel Cohen, Co-Managing Partner at Polsinelli, and Seth Spreadbury, Vice President, National Family Office Practice Leader, for Marsh McLennan Agency. The moderator is Lido Consulting’s founder Greg Kushner
Throughout the three-day symposium there will be a wide range of panel discussions and presentations on such topics as investment fund due diligence, market updates, health, longevity, geo-politics, private equity, and disaster relief.
On the final day, political pollster and communications expert Frank Luntz will give attendees and “Insider’s Perspective” on the state of play in Washington D.C.
This discussion, moderated by Policy and Taxation Group and Family Enterprise USA’s Soldano, will delve into “what’s really happening in the halls of our nation’s Capital.”
The Luntz/Soldano panel will discuss key policies up for consideration affecting family-owned businesses, including the national debt, federal spending, and proposed new tax policies. During the presentation, Luntz will unveil the results of a comprehensive national survey of the American public’s priorities and perspectives related to family-owned businesses.
“Each year, we look forward to attending Lido Consulting’s Family Office Symposium where we get to present to attendees our most recent research findings on family-owned businesses, family office concerns, and public sentiment,” said Soldano about this year’s event. “We’re looking forward to sharing our knowledge and insights on a wide range of issues facing family offices,” she said.
For more information on Lido Consulting’s Annual Family Office Symposium go to: Lido Consulting Symposium 2025.
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 supporter.
The need for fact-based reporting of issues important to family offices and successful families and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful families are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful families, while continuing to strengthen our presence on Capitol Hill.
Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them.
Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.
#incometax #CapitalGainsTax #R&DExpensing #DontPunishSuccess #GrantorTrusts #StepUpinBasis #likeKindExchanges #AcceleratedDepreciation #EstateTax #Deathtax #wealthtax #taxLegislation #incometaxrates #repealestatetax #FamilyOffice #SuccessfulFamilies @PolicyAndTaxationGroup @DitchTheEstateTax #PolicyAndTaxationGroup #DitchTheEstateTax