Latest Wealth Management, Insurance Strategies for Family Businesses Detailed in Two New Webcasts with Rockefeller Global Family Office, and USI

Family Enterprise USA Webcasts, with Host Pat Soldano, Feature Top Advisors from Rockefeller Global Family Office, and Insurance Leader USI

The Rockefeller Global Family Office and insurance leader USI are featured in new webcasts now available from Family Enterprise USA.

The Rockefeller Global Family Office webcast, entitled “Smart Strategies for Family Business Success,” features four executives from the firm discussing strategies to maximize cash flow, minimize estate and income tax, and prepare the next generation for the future management of the business and family unity.

The USI webcast, entitled “Navigating Uncharted Waters in the Insurance Industry,” features two executives and explores the evolving challenges facing both businesses and individuals in today’s turbulent insurance landscape.

Both webcasts are moderated by Pat Soldano, President, Family Enterprise USA and Policy and Taxation Group. Both organizations are advocates for family-owned businesses and successful families.

Strategies for Success

The Rockefeller Global Family Office “Smart Strategies for Family Business Success” webcast features Shirley Quackenbush, Managing Director, Private Wealth Advisor, Robert Panetti, Managing Director, Private Wealth Advisor, Ryan Coulson, Senior Wealth Strategist, and Michael Misciagna, Managing Director, Rockefeller Global Family Office Investment Banking at Rockefeller Global Family Office.

In the webcast, the Rockefeller team, including Quackenbush Panetti Wealth Partners, details how many successful families that run family enterprises lack a holistic approach and often find long-term success elusive.

The Rockefeller Global Family Office, founded in 1882 as the family office of John D. Rockefeller, offers strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations.

It has offices in 31 markets and is responsible for $151 billion in client assets across its three businesses, Rockefeller Global Family Office, Rockefeller Asset Management, and Rockefeller Global Investment Banking.

USI: Navigating Choppy Waters

In the USI webcast, Jim Kane, Senior Vice President, Personal Risk Insurance, and Amber Toney, National Select Commercial Sales Director, provide insights into the economic forces that have led to “choppy waters—rising costs, shrinking coverage capacity, and the growing prevalence of uninsurable risks.”

The two insurance executives trace the path that brought the industry to this point, examine the underlying economic pressures, and outline practical steps family-owned businesses and successful families can take to regain control.

Kane and Toney focus the discussion on practical and actionable strategies that emphasize what can be controlled and how to build resilient insurance plans.

USI Insurance Services began in 1994 with a single office of $6.5 million of revenue and 40 associates. Today, USI is approaching $2 billion in revenue with more than 9,000 associates in approximately 200 offices across the country.

“Our goal is to provide family-owned business leaders with the information and advice they need to grow and sustain their businesses,” said Family Enterprise USA’s Soldano. “These webcasts are designed to offer valuable advice and insights and we hope help foster family business growth,” she said. “These webcasts, and other communication platforms, also help us educate legislators on the size, scope, and importance of family businesses in America.”

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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