Apr 30, 2025 | Family Offices, Estate Tax, Family Businesses, Generationally Owned Business, Income Tax, Successful Families, Tax Cuts, Taxes
The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. Budget Reconciliation Outlook—Committees Schedule Markups as Congress...
Apr 29, 2025 | Family Offices, Family Businesses, Successful Families
Register Now May 30, 2025 | 10:00 AM – 11:00 AM PDT “Estate Planning for High-Net-Worth Families: Beyond the Basics” When it comes to estate planning for high-net-worth and ultra-high-net-worth families, the basics are just the beginning. Join us...
Apr 26, 2025 | Family Businesses, Family Business Caucus, Family Offices, Income Tax, Pat Soldano, Successful Families, Taxes
The data is in! See what family owned businesses and successful families are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group House,...
Apr 23, 2025 | Family Offices, Family Businesses, Successful Families
Register Now for the April 25 Webcast: Starting at 10:00 AM Pacific Time “How Parallel Governance Can Guide Generational Transition” Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk...
Apr 18, 2025 | Family Offices, Family Businesses, Successful Families
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk demands clear boundaries between family, ownership, governance and management. Parallel governance, or the establishment of separate...
Apr 15, 2025 | Family Offices, Family Businesses, Successful Families
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk demands clear boundaries between family, ownership, governance and management. Parallel governance, or the establishment of separate...
