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How to Get the Most from Your Board

How to Get the Most from Your Board

Jun 23, 2022 | Blog, Family Businesses, Family Enterprise USA, In The News

Thank you to BNY Mellon Wealth Management for this report.   A high-quality board of directors with a range of talents and experiences can be a powerful resource for your company. Taking steps to ensure your board is well-designed, well-informed and properly engaged...
Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises

Danger Ahead: Need to Watch Tax Proposals Damaging to Families, Family Enterprises

Jun 22, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Income Tax, Pat Soldano, Policy And Taxation Group, Taxes

Increased Taxes for Individuals, Corporations, Capital Gains Still “Very Much Alive,” According to National Tax Experts Several key legislative proposals are on Congress’ table in the next 60 days and many, if passed, will adversely affect families and family...
[Survey] How Do You Hold Ownership of Your Family Business?

[Survey] How Do You Hold Ownership of Your Family Business?

Jun 22, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Policy And Taxation Group

We’re running a survey and would love your input.Thank you for participating! How do you hold ownership of your family business? How do you hold ownership of your family business or family office?(Required) Limited Liability Company Trust C Corporation...
A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent

A Proven Process for Recruiting and Retaining Top Family Enterprise Leadership Talent

Jun 21, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News

By Linda Mack, Mack International ​There is a strong consensus among Family Enterprises that successfully attracting and retaining the right leadership talent to enable them to achieve their long-term goals and objectives and to strengthen family sustainability is...
Saying It Out Loud, By Pat Soldano. June 2022.

Saying It Out Loud, By Pat Soldano. June 2022.

Jun 17, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Pat Soldano, Policy And Taxation Group

Maybe We Knew This All Along: Workers Find Family Enterprises Better Places to Work, Earn Maybe there is something intuitive about it, but workers generally do better at family enterprises than at other workplaces. I’m not guessing. Research tells us this is so. Maybe...
PODCAST: The Power of The U.S. Family Business: A Conversation with Pat Soldano

PODCAST: The Power of The U.S. Family Business: A Conversation with Pat Soldano

Jun 16, 2022 | Blog, Family Businesses, Generationally Owned Business, In The News, Podcast, Policy And Taxation Group

Real Assets Advisor Podcast: The Power of The U.S. Family Business: A Conversation with Pat Soldano and Michael Consol, Real Assets Advisor The business of advocating for America’s family business is a daily battle won or lost with our legislators on Capitol Hill,...
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Death Tax & Estate Tax News

  • New Webcasts, Podcast Focus on Family Governance, Tax Policies, and Tariffs
  • [Starts in 24 Hours] Raising the Next Generation of Leaders in Family Business
  • Inside the SCOTUS Tariff Case: What It Means for You
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  • Are You Ready for What’s Coming Next? Pat Soldano Shares What to Expect
  • 2025 Annual Family Business Report
  • Hidden Risks in Family Enterprise: Transforming Vulnerability into Strength
  • Parenting in a Family Business: Empowering the Next Generation
  • Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
  • You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
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