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Chart a Safer Course: Risk Management Strategies for 2025

Chart a Safer Course: Risk Management Strategies for 2025

Aug 9, 2025 | Family Offices, Family Businesses, Successful Families

Join us for a timely webcast: Register Now August 28, 2025  | 10:00 AM – 11:00 AM PDT “Navigating Uncharted Waters in the Insurance Industry”   The insurance landscape is shifting rapidly, with rising premiums, limited coverage capacity, and a growing...
How Family Businesses Can Cultivate Resilient Growth

How Family Businesses Can Cultivate Resilient Growth

Aug 6, 2025 | Family Offices, Family Businesses, Successful Families

Family businesses are operating in a new economic environment that requires rethinking business strategy to deliver ongoing growth and profitability.   In brief: To grow over the long term, family businesses need to reexamine their strategic positioning within a...
‘Communication,’ ‘Succession,’ Top Worries Business Heirs Voice in New ‘Rising Gen’ Survey

‘Communication,’ ‘Succession,’ Top Worries Business Heirs Voice in New ‘Rising Gen’ Survey

Aug 5, 2025 | Family Offices, Family Businesses, Generationally Owned Business, 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. ‘Communication,’ ‘Succession,’ Top Worries Family Business Heirs Voice in New ‘Rising Gen’ Survey from...
Register Now: Strategies to Navigate Today’s Insurance Challenges

Register Now: Strategies to Navigate Today’s Insurance Challenges

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

Join us for a timely webcast: Register Now August 28, 2025  | 10:00 AM – 11:00 AM PDT “Navigating Uncharted Waters in the Insurance Industry”   The insurance landscape is shifting rapidly, with rising premiums, limited coverage capacity, and a growing...
Smart Strategies for Family Business Success with Rockefeller Global Family Office

Smart Strategies for Family Business Success with Rockefeller Global Family Office

Aug 4, 2025 | Family Offices, Family Businesses, Generationally Owned Business, Successful Families, Video Post, Webcast Replays

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. This webcast features Shirley Quackenbush, Robert Panetti, Ryan Coulson, and Michael Misciagna at...
US Economic Outlook July 2025

US Economic Outlook July 2025

Aug 4, 2025 | Family Offices, Family Businesses, Generationally Owned Business, 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. by Gregory DacoEY-Parthenon Chief Economist Strategy and TransactionsErnst & Young LLP...
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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

  • California Wealth Tax News: Wealth Tax Threat to Family Businesses?
  • Wealth Tax News – 3/06/2026
  • Taxation & Representation: Reconciliation 2.0. Thune’s Next Big Move Revealed
  • Act Now: Influence Washington. Secure Legacy.
  • Congressional Family Business Caucus Members Meeting Set March 17
  • Taxation & Representation: Wealth Tax Gains Ground Amid GOP Tensions
  • Changing Public Markets and the Impact for Average Investors
  • Congress Is Listening – Will You Speak Up?
  • Ernie Pomerleau Retires From the Board After 20 Years
  • Saying It Out Loud February 2026, By Pat Soldano
  • Meeting of Caucus Members Tackles Affordability Strategies

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