Policy and Taxation Group, Dividend Assets Capital Kick Off Strategic Partnership with Hilton Head Regional Event


Event Attendees Hear from Tax Policy Experts on Challenges Facing Family Offices and Financially Successful Individuals


At a South Carolina Lowcountry event, Dividend Assets Capital and Policy and Taxation Group kicked off their strategic partnership, with presentations by top Washington, D.C. advisors on key tax policy issues affecting entrepreneurs, family office clients, and family businesses.

The event, held at Oldfield Country Club in Okatie, was hosted by Dividend Assets Capital, an employee-owned wealth management and investment firm based in Ridgeland, S.C.

At the meeting, John Marino, Director, Strategic Partnerships, Policy and Taxation Group, and Jim Haley, Managing Director, Private Client Group, Dividend Assets Capital, welcomed the Lowcountry attendees and announced the strategic partnership.

The topics discussed during the presentation were Congressional perspectives on critical tax issues, voter attitudes impacting legislation, the new Congressional Family Business Caucus, and the challenges facing family offices, financially successful individuals, and family businesses.

In addition, Pat Soldano, President, Policy and Taxation Group and Family Enterprise USA, presented recent results from the Family Enterprise USA 2023 Annual Family Business Survey.

Other key presenters at the event, moderated by Marino, were Washington D.C.-based policy experts Preston Rutledge, Strategic Consulting Advisor, Brownstein Hyatt Farber Schreck, and Brandon Roman, Partner, Public Policy, Tax & Financial Services Group, Squire Patton Boggs.

These tax policy experts made some concerning points about the direction of tax policy impacting the wealthy. They discussed the danger which still lurks and how Washington, D.C. lawmakers could raise taxes on this group and punish financial success. Despite conventional wisdom a Republican-controlled House of Representatives eliminates the possibility of tax hikes, the government affairs insiders noted several alarming factors suggesting otherwise.

“PATG is excited about this new strategic partnership with Dividend Assets Capital, a venerable leader in the Hilton Head, S.C., and Savannah, Ga., region, which provides valuable public policy information to the Lowcountry’s successful individuals, family office clients, and family businesses,” said Soldano. “PATG provides a voice in Washington, D.C. with decision makers and situational awareness of the critical tax policy issues on the table that can adversely impact their clients,” she said. “Teaming with Dividend Assets Capital will help us advocate for policies that benefit successful family businesses, which is a vital sector of our economy and is the largest employer and greatest generator of jobs in the country,”

In the recent Policy and Taxation Group and Family Enterprise USA survey it was found that family enterprises make up $7.7 trillion in annual GDP and represent 59% of the country’s private workforce.

For the full details of the “2023 Annual Family Business Survey” can be found at www.policyandtaxationgroup.com.

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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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