We’re excited to share that we’ll be at Transitions Fall 2025, taking place November 5-7 in San Diego, CA — and we’d love to see you there.
This one-of-a-kind event is dedicated to helping family businesses work on the business of the family. It’s where real conversations happen around succession, governance and the emotional dynamics that impact both the family and the business.
As a sponsor, we’re offering our clients and colleagues an exclusive 20% discount to attend. Use code FEUSA20 when registering to save.
Why Attend?
- Learn how to manage family conflict and prevent it from derailing the business.
- Hear how other families have tackled communication and generational transitions.
- Discover governance strategies that preserve both family unity and business success.
- Gain tools for fostering trust, clarity, and alignment across the enterprise.
Come connect with us — and with other dynamic families who are working on their family dynamics!
[Register Now] and use code FEUSA20 for 20% off.
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 families and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful families 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 families, 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.
#incometax #CapitalGainsTax #R&DExpensing #DontPunishSuccess #GrantorTrusts #StepUpinBasis #likeKindExchanges #AcceleratedDepreciation #EstateTax #Deathtax #wealthtax #taxLegislation #incometaxrates #repealestatetax #FamilyOffice #SuccessfulFamilies @PolicyAndTaxationGroup @DitchTheEstateTax #PolicyAndTaxationGroup #DitchTheEstateTax