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Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy

Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy

Sep 10, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

Turn your voice into action Pat Soldano and Policy and Taxation Group invite you to take part in the 2025 Supporter Questionaire Wealth is more than just financial capital— it is a malleable force that can shape family goals influence life decisions and empower future...
Navigating Uncharted Waters in the Insurance Industry with USI

Navigating Uncharted Waters in the Insurance Industry with USI

Sep 5, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

Turn your voice into action Pat Soldano and Policy and Taxation Group invite you to take part in the 2025 Supporter Questionaire This webcast explores the evolving challenges facing both businesses and individuals in today’s turbulent insurance landscape.  ...
Safeguard Your Family Owned Business: Build Governance That Lasts Generations

Safeguard Your Family Owned Business: Build Governance That Lasts Generations

Sep 5, 2025 | Family Offices, Family Businesses, Successful Families

Join us for a timely webcast: Register Now September 26, 2025  | 10:00 AM – 11:00 AM PDT “Stronger Together: Building Governance That Preserves Wealth for Generations”   Family-owned businesses thrive when strong governance is in place to protect...
Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits

Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits

Sep 4, 2025 | Family Businesses, Family Offices, Income Tax, Successful Families, Taxes

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. Congress Weighs FY2026 Funding for IRS, OECD and DOJ Tax Division: As Congress returns this week,...
How Family Governance Protects Generational Wealth

How Family Governance Protects Generational Wealth

Sep 3, 2025 | Family Businesses, Family Offices, 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 Brian BissellSenior Vice President and Client AdvisorWhittier Trust Clear communication and...
Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart

Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart

Sep 3, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families

Turn your voice into action Pat Soldano and Policy and Taxation Group invite you to take part in the 2025 Supporter Questionaire Fall is a season of rituals that invite us to dig in and address the issues that will help us finish the year well.  Kids go back to...
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Death Tax & Estate Tax News

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  • Saying It Out Loud December 2025, By Pat Soldano
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  • Washington Update: High-Impact Tax Changes Ahead – Insights Every Family Office Should Review

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