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Profile of the Family Office Leader of the Future

Profile of the Family Office Leader of the Future

Apr 27, 2023 | Blog, Family Businesses, Family Offices, Generationally Owned Business, In The News

Click to Read the 2023 Family Business Survey Results & Summary By Linda Mack, Mack International The Family Office of the future is evolving. Successful family offices recognize the future is now. There is a trend toward being more strategic and proactive while...
Is a For-Profit Family Office Right for You?

Is a For-Profit Family Office Right for You?

Nov 11, 2022 | Blog, Family Businesses, Family Enterprise USA, Family Offices, Generationally Owned Business, In The News, Taxes

Join us in asking Congress to stop taking a lifetime of savings from multi generational businesses. Forming a family office is often a logical step for families that have created substantial wealth. Indeed, many single-family offices emerged from family businesses...
Webinar Replay: For Profit Family Office Structure – Is It Right For Your Family?

Webinar Replay: For Profit Family Office Structure – Is It Right For Your Family?

Aug 5, 2022 | Blog, Family Businesses, Family Enterprise USA, Family Offices, Generationally Owned Business, In The News, Video Post, Webcast Replays

Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost deductibility for meaningful investment related expenses due to the 2018 tax law change? A For Profit Family Office structure might be the answer to...
2 Days Left to Register For Profit Family Office Structure Webinar

2 Days Left to Register For Profit Family Office Structure Webinar

Aug 1, 2022 | Blog, Family Businesses, Family Enterprise USA, Family Offices, Generationally Owned Business, In The News

Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost deductibility for meaningful investment related expenses due to the 2018 tax law change? A For Profit Family Office structure might be the answer to...
Meet Our Keynote Speaker | For Profit Family Office Structure Webinar

Meet Our Keynote Speaker | For Profit Family Office Structure Webinar

Jul 30, 2022 | Blog, Family Businesses, Family Enterprise USA, Family Offices, Generationally Owned Business, In The News

Is there a gray line between your family office and your family business creating unnecessary risk? Have you lost deductibility for meaningful investment related expenses due to the 2018 tax law change? A For Profit Family Office structure might be the answer to...
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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

  • [Closing in 24 Hours] Make Your Voice Count Today
  • Saying It Out Loud March 2026, By Pat Soldano
  • When a Family Office Supports Your Preferred Life – and When It Gets in the Way
  • Affordability Strategies Get Spotlight During First Congressional Family Business Caucus
  • Act Now: Survey Ends Soon – Be Heard
  • Weekly Washington Update: Big Policy Moves on Affordability, Taxes, Energy
  • Legislative Update Focuses on Growing Wealth Tax Concerns, Tariffs, and Supreme Court Decisions
  • How dynasty trusts are setting a family enterprise up for long-term success
  • Rep. Correa and Rep. Tenney Named Co-Chairs of Bipartisan Congressional Family Business Caucus
  • Wealth Tax News – 3/13/2026
  • Taxation & Representation: Urgent Tax Battle – Will YOUR Money Be Targeted?

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