Register Now
July 25, 2025 | 10:00 AM – 11:00 AM PDT
“Smart Strategies for Family Business Success”
Join us on this webcast featuring Shirley Quackenbush, Robert Panetti, Ryan Coulson, and Michael Misciagna at Rockefeller Global Family Office.
We will discuss strategies the Rockefeller Global Family Office advise to balance our clients’ goals to maximize cash flow, minimize estate and income tax, prepare the next-generation for the future management of the business and family unity.
Rockefeller finds that many successful families that run a family enterprise are lacking a holistic approach to these issues, and long-term success as defined by family harmony AND financial freedom is elusive.
Strengthen Both Family Unity & Financial Freedom
Most families focus on the numbers. But long-term success requires a holistic approach—one that balances wealth, relationships, and shared purpose. This webcast will show you how.
Join Rockefeller experts to explore how to reduce taxes, grow cash flow, and build lasting family unity.
About Quackenbush Panetti Wealth Partners
Life’s grandest visions require thoughtful plans. At Quackenbush Panetti Wealth Partners, we’re focused on meeting the dynamic needs of each client, adapting to how those needs unfold over every stage of wealth. Our team is able to provide solutions to your unique challenges, while providing an elevated level of service.
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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.
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