Nov 22, 2025 | Family Businesses, Family Offices, Successful Families
Turn your voice into action Pat Soldano and Policy and Taxation Group invite you to take part in the 2025 Supporter Survey By Annie ClareSenior Investor Relations AnalystBuchanan Street Partners For many families, the operating business is more than an enterprise,...
![[WEBCAST] Learn to Advocate. Step by Step. We will walk you through it.](https://policyandtaxationgroup.com/wp-content/uploads/2025/11/Instagram-advocate-webcast-3-1024x675.jpg)
Nov 21, 2025 | Family Offices, Family Businesses, Successful Families
Save your spot for this exclusive webcast: Register Now December 9, 2025 | 10:00 AM – 11:00 AM PDT “Get Your Voice Heard: How to Advocate Simply, Powerfully” Advocating for policies that matter can shape better laws, raise awareness, and drive real...
Nov 21, 2025 | Family Businesses, Family Offices, Pat Soldano, Successful Families
The data is in! See what family owned businesses 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 Family Businesses Navigate Year...
Nov 19, 2025 | Family Offices, Family Businesses, Family Enterprise USA, Family Enterprise USA Action, Successful Families, Taxes
Pat Soldano (President, Family Enterprise USA) opened the call by welcoming participants. Pat thanked those who are supporters of Family Enterprise USA (FEUSA) and Policy and Taxation Group (PATG) and encouraged other participants to join and support the...
Nov 19, 2025 | Family Offices, Family Businesses, Successful Families
Whether you’re launching your first venture or refining a bold idea, understanding the foundation of your business is essential. Our latest article, “From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business,” provides a comprehensive...
Nov 18, 2025 | Family Offices, Family Businesses, Podcast, Successful Families, Video Post
Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Family Enterprise USA Podcast Bank OZK CEO George Gleason Speaks with Pat Soldano of Family Enterprise USA about Navigating Tariffs, Taxes for Family Businesses In a new podcast...
