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For Policy and Taxation Group Supporters In Family-Owned Businesses Save 25% On Transitions Spring 2024


If you are working on strategies for the new year, then consider attending Transitions Spring 2024. Transitions is hosted by Family Business Magazine, and is the only conference created for family companies, by family companies. This year’s event focuses on navigating change in the business and the family.

As a sponsor of Transitions, Family Enterprise USA is offering a 25% discount for any Policy and Taxation Group supporters who wants to attend. To redeem your offer, use the code FEUSA25 at registration.

Please note: This event is open to family businesses and enterprises only. Attendance is strictly limited to family company leaders, members or shareholders. Senior advisers to family companies may attend if they are accompanied by the family business they represent.





  • Balancing Act: Tradition vs. Innovation
  • Planning for Family Changes
  • Navigating Family Business Transformation
  • How Values Advance the Business and the Family
  • Workshop: How to Evolve Your Family Values Statement
  • Leadership Transition: Smooth Successions in Family Businesses
  • Managing Conflict and Family Dynamics
  • Multigenerational Decision-Making

Plus our optional intensives for those who want more:

A special 2.5-hour intensive session for CEOs of family businesses interested in exploring the topics of artificial intelligence, cyber security, the economic outlook, the upcoming election — and other areas of risk on the horizon.

A special 2.5-hour intensive session for family council and owners council leaders interested in furthering their best practices and improving the performance of their current council leadership.

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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