Join Family Advisor and Performance Coach Dr. Jeremy Lurey in this intimate conversation with Pat Soldano of Family Enterprise USA as they discuss “What Successful Families Need to Know for 2021 & the New Administration.”

You don’t want to miss their rich dialogue on critical topics like succession planning, investing, family life after COVID, charitable contributions, cyber security, and more!

About this Event

  • Thu, January 14, 2021
  • 12:00 PM – 1:00 PM PST

All families want to be high-performing families and create lasting legacies from one generation to the next. Not all families are able to achieve this intention though. After all, financial strength alone does not bring happiness to family leaders or their NextGen children. In fact, family wealth often presents significant challenges for family members and comes with a complicated history and some odds that are not often in your favor.

Family businesses and family offices alike need to be proactive and adapt to these changing times. The COVID-19 pandemic took a toll on us all in 2020. The new Biden Administration will likely bring even more complexity and potential expense to successful families and our family office operations.

Policy and Taxation Group is your voice in Washington on economic freedom. We advocate for policies that allow American families to fully enjoy the economic liberties and benefits of a robust free market unique to our nation. For over 25 years, we have been the loudest voice in the nation’s capital on eliminating the death tax. This ill-conceived tax has a destructive impact on families, family businesses, job creation, and the national economy.