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From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business

From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business

Nov 19, 2025 | Family Offices, Family Businesses, Successful Families

Whether you’re launching your first venture or refining a bold idea, understanding the foundation of your business is essential.   Our latest article, “From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business,” provides a comprehensive...
Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Podcast

Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Podcast

Nov 18, 2025 | Family Offices, Family Businesses, Podcast, Successful Families, Video Post

Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Family Enterprise USA Podcast   Bank OZK CEO George Gleason Speaks with Pat Soldano of Family Enterprise USA about Navigating Tariffs, Taxes for Family Businesses In a new podcast...
CR Signed, Sealed and Delivered: Government Reopens

CR Signed, Sealed and Delivered: Government Reopens

Nov 17, 2025 | Family Offices, Family Businesses, Successful Families

On the evening of Nov. 12, 2025, President Trump signed H.R. 5371 – Continuing Appropriations, Agriculture, Legislative Branch, Military Construction and Veterans Affairs, and Extensions Act, 2026, ending the record-breaking 43-day government shutdown. Hours before,...
Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood webcast with Pathstone

Parenting Amidst Wealth: Navigating the Shift as Kids Enter Adulthood webcast with Pathstone

Nov 17, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. For many families behind highly successful family-owned businesses, early parenting is centered around...
Your Perspective Is Critical

Your Perspective Is Critical

Nov 14, 2025 | Family Offices, Family Businesses, Successful Families

As a valued supporter of Policy and Taxation Group, your insights are essential. Each year, we conduct our Supporter Survey to better understand the priorities, challenges, and successes of America’s family offices and successful families.   Your perspective helps...
[PODCAST] Government Reopens… Now What? Hear the Breakdown Today

[PODCAST] Government Reopens… Now What? Hear the Breakdown Today

Nov 14, 2025 | Family Offices, Family Businesses, Successful Families

Appropriate Timing: End of Shutdown Leads to Government Funding Questions   It’s been a big week on Capitol Hill for congressional appropriators.   To reopen the government, the Senate has passed a legislative package that includes multiple appropriations...
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Death Tax & Estate Tax News

  • Women’s Business Owners Group Discusses Advocating on Behalf Women-owned Businesses
  • California Wealth Tax News: Wealth Tax Threat to Family Businesses?
  • Wealth Tax News – 3/06/2026
  • Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed
  • Act Now: Influence Washington. Secure Legacy.
  • Congressional Family Business Caucus Members Meeting Set March 17
  • Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions
  • Changing Public Markets and the Impact for Average Investors
  • Congress Is Listening – Will You Speak Up?
  • Ernie Pomerleau Retires From the Board After 20 Years
  • Saying It Out Loud February 2026, By Pat Soldano

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