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Exclusive Webcast: 2025 Talent Predictions for Family Offices

Exclusive Webcast: 2025 Talent Predictions for Family Offices

Mar 22, 2025 | Family Offices, Family Businesses, Successful Families

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment strategies...
Family First: Navigating Success and Succession in Business

Family First: Navigating Success and Succession in Business

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

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Approaching 50 Years of Dedicated Service for Family Business Since 1975, our attorneys have brought order to the complexities...
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring

Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring

Mar 18, 2025 | Family Offices, Death Tax, Estate Tax, Family Businesses, Income Tax, Successful Families, Taxes

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at Family Business Magazine’s Transitions Conference  ...
Senate Passes Continuing Resolution, Avoids Shutdown

Senate Passes Continuing Resolution, Avoids Shutdown

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

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. On Friday, March 14, 2025, the Senate advanced the Full-Year Continuing Appropriations and Extensions Act, 2025 (H.R. 1968), a...
The First 100 Days: Appropriations/ Budget Reconciliation

The First 100 Days: Appropriations/ Budget Reconciliation

Mar 13, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Taxes

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. Jan. 20, 2025, marked the starting line of the first 100 days of President Donald Trump’s second term.   This podcast is...
What’s Ahead for Family Office Talent in 2025? Join Our Webcast

What’s Ahead for Family Office Talent in 2025? Join Our Webcast

Mar 12, 2025 | Family Offices, Family Businesses, Successful Families

Let Your Voice be Heard by Congress; 5 Minute Survey Take the 5-minute ANONYMOUS survey now and shape the future of family-owned enterprises. The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment strategies...
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Policy and Taxation Group is the best way for families, companies and individuals to support and impact the direction of the movement for estate tax relief. For information regarding contributions, please contact us.

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Death Tax & Estate Tax News

  • Pass-throughs vs. Corporations: Tax Trade-offs for Family Enterprises with EY
  • You’re Invited! Tariff Talk with Brownstein, Nov 11, 2025
  • Is your business being affected by the “shut down”?
  • Taxation & Representation Update: What the ongoing shutdown means for your business
  • Family Businesses Concerned About Potential New Wealth Tax Act
  • Guiding Adult Children in Family Business: Join the Discussion
  • MIND THE GAPS: Family Solutions for Insurance Risk Management
  • [WEBCAST] Help the Next Generation Thrive: Parenting Amidst Wealth
  • Saying It Out Loud October 2025, By Pat Soldano
  • Policy and Taxation Update: IRS & Treasury Reshuffle: What It Means for Wealth Preservation
  • Family Business Leaders Discuss ‘Legacy & Longevity’ During Meeting with Caucus Members, Legislative Experts

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