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Flash Market Update: The “Liberation Day” Jolt

Flash Market Update: The “Liberation Day” Jolt

Apr 7, 2025 | Family Offices, Family Businesses, Generationally Owned Business, 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. The “Liberation Day” Jolt   Much Higher-Than-Expected New Tariffs  ...
Weekly Digest: “Liberation Day”, Florida Special Election, and 199A Provision

Weekly Digest: “Liberation Day”, Florida Special Election, and 199A Provision

Apr 4, 2025 | Family Offices, Family Businesses, Generationally Owned Business, 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. “Liberation Day”– Trump Announces Reciprocal Tariffs, Ends De Minimis...
Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates

Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates

Apr 3, 2025 | Family Offices, Death Tax, 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. Become a Supporter White House Considers Allowing Top Marginal Income Tax Rate to Revert to Pre-TCJA Levels: According to a single report,...
Secure Top Talent: 2025 Family Office Hiring Trends Unveiled

Secure Top Talent: 2025 Family Office Hiring Trends Unveiled

Apr 2, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

Your Voice Matters. Urge your representatives in Congress to extend and enhance the tax provisions of the TCJA. Click here. The webcast discusses the evolving landscape of family offices, particularly regarding talent acquisition, outsourcing, and generational...
Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast

Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast

Apr 2, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

Join the Policy and Taxation Group to champion policies that protect family offices and successful individuals from burdensome taxes. Your involvement strengthens our advocacy efforts on Capitol Hill, ensuring that your voice is heard in shaping fair tax legislation....
Engaging Next Generation Members in the Family Business and Family Enterprise

Engaging Next Generation Members in the Family Business and Family Enterprise

Apr 2, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

Join the Policy and Taxation Group to champion policies that protect family offices and successful individuals from burdensome taxes. Your involvement strengthens our advocacy efforts on Capitol Hill, ensuring that your voice is heard in shaping fair tax legislation....
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Death Tax & Estate Tax News

  • Help Us Advocate for You – Take This 1-Minute Questionnaire
  • Saying It Out Loud December 2025, By Pat Soldano
  • Developing Next Generation Members in the Family Business and Family Enterprise
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  • Washington Update: High-Impact Tax Changes Ahead – Insights Every Family Office Should Review
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  • Pathstone Family Office Execs Detail How to ‘Parent Amidst Wealth’ In New Webcast
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  • Become an Advocate Who Gets Results – Here’s How

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