Tell Us What Matters Most to Your Family-Owned Business
For many families, the operating business is more than an enterprise, it’s a reflection of shared values, hard work, and vision. It has created opportunity, shaped identity, and united generations around a common purpose. Yet as a business matures, families often begin to consider how best to extend that legacy beyond the company itself, how to turn decades of entrepreneurial success into durable, income-producing wealth that endures for generations.
This evolution does not require selling the business. In fact, many families prefer to keep the enterprise intact while using its profits to build a complementary investment portfolio, a vehicle that provides diversification, steady income, and long-term compounding outside the day-to-day demands of operations.
- From Building a Business to Building Enduring Wealth
- Why Diversify into Real Estate
- Illustrative Case Study
- A Legacy that Endures
Many families overlook the simplest shift that transforms a business into lasting, multi-asset wealth. See what it is – and why timing matters now. Read the latest whitepaper by Annie Clare, Senior Investor Relations Analyst, Buchanan Street Partners. Click Here.
About Buchanan Street Partners
Buchanan Street Partners, founded in 1999, is a real estate investment management firm headquartered in Newport Beach, California. The firm, a SEC registered investment advisor since 2002, manages commingled investment funds, institutional separate accounts and high net worth investment vehicles.
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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 Family Enterprise USA Action 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.
Family Enterprise USA Action engages with legislators on Capitol Hill on behalf of family offices, successful families, and family-owned businesses. It is focused exclusively on the critical tax and economic policies that impact them. Since 1995, FEUSA Action has been the leading advocacy group working daily in Washington, D.C., to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income and capital gains taxes, the creation of a wealth tax, and other hostile policies that punish hardworking taxpayers and success in the U.S. It is a bipartisan 501.c4 organization.
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