Each year we reach out to America’s family businesses to get a first-hand reading on what their critical issues are and how policies are affecting their businesses.


Through this annual research we focus our initiatives, messages, and calls to our legislative leaders to help family businesses grow and prosper. The Annual Family Enterprise USA Family Business Survey tallied nearly 600 of respondents from 42 states, a record response.


In addition, this year marks the first year our teams have worked directly with the new Congressional Family Business Caucus, where we were involved in its formation. The bipartisan Congressional Family Business Caucus participated in three Capitol Hill meetings in 2023 and our Washington, DC team members held hundreds of meetings with Congressional leaders and staff members throughout the year. These efforts provide America’s family businesses with a new and powerful voice on Capitol Hill.

This annual report is designed to provide an overview of both the Annual Family Enterprise USA Family Business Survey results and the Congressional Family Business Caucus, as well as other relevant information. I want to thank everyone on our team, our members, supporters, and donors for their support and encouragement in what has been a very exciting year.

Pat Soldano, President, Family Enterprise USA

We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…

As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter.

The need for fact-based reporting of issues important to family offices and successful individuals and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful individuals are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful individuals, while continuing to strengthen our presence on Capitol Hill.

Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them.

Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.

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