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Winners of the Family Business Center Challenge Announced

Winners of the Family Business Center Challenge Announced

May 6, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Successful Families

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. The first annual “Family Business Center Challenge” saw the Institute for Family-Owned Business, Maine, and...
Why 70% of Family Wealth Disappears by Gen 2

Why 70% of Family Wealth Disappears by Gen 2

May 5, 2026 | Family Businesses, Family Offices, Successful Families

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. By Michael J. OffenheiserPartnerBrown & Streza The Hidden Risk of Success: When Wealth Changes the...
Taxation & Representation: 3 reconciliation bills? Your tax cuts hang in balance

Taxation & Representation: 3 reconciliation bills? Your tax cuts hang in balance

May 4, 2026 | Family Offices, Family Businesses, Successful Families

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. Budget Reconciliation 2.0 … and 3.0?: Last week, the Senate completed its consideration of the FY2026 budget...
PPLI Explained: A Powerful Planning Strategy for Sophisticated Families

PPLI Explained: A Powerful Planning Strategy for Sophisticated Families

May 3, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Successful Families

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. Save your spot for this exclusive webcast: “Understanding the PPLI Opportunity: The Basics and...
The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business

The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business

Apr 30, 2026 | Family Businesses, Family Offices, Successful Families

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. By Kristen D. MatteoniVice President, Associate CounselWhittier Trust Introduction   For most family...
Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy

Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy

Apr 29, 2026 | Family Businesses, Family Offices, Successful Families

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. By Todd Smith, BAPrincipalCFAR By Erin Konkle, PhDChief Culture Change OfficerConstructive Dialogue...
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Family Enterprise USA Action is the best way for family-owned businesses, family offices, and successful individuals to support and impact critical tax, economic, and policy issues. For information regarding contributions, please contact us.

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Death Tax & Estate Tax News

  • Winners of the Family Business Center Challenge Announced
  • Why 70% of Family Wealth Disappears by Gen 2
  • Taxation & Representation: 3 reconciliation bills? Your tax cuts hang in balance
  • PPLI Explained: A Powerful Planning Strategy for Sophisticated Families
  • The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business
  • Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy
  • Soldano to Present Survey Findings at FBA of California Conference
  • Understanding the PPLI Opportunity: The Basics and Beyond
  • Saying It Out Loud April 2026, By Pat Soldano
  • Wealth Tax News – 4/24/2026
  • Taxation & Representation: Wealth taxes are back. See the 4 bills to watch

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