We are pleased to invite you to be our guest for a presentation addressing the State of Family Business and the Critical Tax Issues Impacting the Wealthy in the New Congress on March 30 in Atlanta, GA. It is being hosted by Homrich Berg, in conjunction with the Policy and Taxation Group and Family Enterprise USA.


An expert panel of government relations professionals from Washington, D.C. will unveil the results of the new Family Enterprise USA 2023 Annual Family Business Survey. They will discuss the current Washington, D.C. Landscape and provide a Legislative Update on Tax Policy Issues Impacting Successful Families, Family Offices & Family Businesses in the 118th Congress. The discussion will also address Voter Attitudes influencing legislation and the newly formed Congressional Family Business Caucus.

For more information, details, and to get an invitation to attend the event please contact John Marino at 240.994.6861 or email [email protected].


This special event will provide a Washington, D.C. insider’s perspective, critical intelligence, and situational awareness of the key tax policy issues. The panel features Pat Soldano, President, Family Enterprise USA & President, Policy and Taxation Group; Russ Sullivan, Chair of Brownstein’s National Tax Policy Group, Brownstein Hyatt Farber Schreck; and Brandon Roman, Partner, Public Policy, Tax, and Financial Services Group, Squire Patton Boggs; and is moderated by John Marino, Director of Strategic Partnership, Policy and Taxation Group. It will be attended by an intimate group of distinguished business leaders, family office executives, and financially successful families.

Homrich Berg is a personal wealth management firm based in Atlanta, GA helping families protect, grow, and manage their wealth since 1989. Its mission is to be a fiduciary, trusted financial guide for our clients, focused on providing them peace of mind as they navigate their financial life ahead.

For more information, details, and to get an invitation to attend the event please contact John Marino at 240.994.6861 or email [email protected].

About Homrich Berg
One of the 50 largest registered investment adviser (RIA) firms in the country based on assets under management, HB was a pioneer when we founded our firm in 1989 with a focus on serving clients with a fiduciary approach. We have grown to serve clients in over 48 states from our home base in metro Atlanta and now have 43 principals and more than 180 employees.

We have kept our core values constant and kept our focus on our clients even as we have continued to be a pioneer in using technology and expertise to find new ways to provide great service to our clients. A key part of our success is attracting great people who enjoy our culture and our approach. We have received many awards over the years, but we are most proud of our 98%+ client retention rate*. Community is important to HB, as we give our time and resources to help make a difference. To learn more about HB, visit https://homrichberg.com.

*Client retention rate

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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