Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events
Family Business, Family Office Leaders See Full Schedule of Fourth Quarter Events by Family Enterprise USA, Policy and Taxation Group Capitol Hill Experts Present Tax Bill Insights, Legislative Updates Over 20 regional and virtual family business and family...
Taxation & Representation: What Family Offices and Successful Families Must Know: FY26 Appropriations and OBBBA Updates
FY26 Appropriations Outlook: House Republicans are weighing options to avoid a government shutdown as the Sept. 30 funding deadline approaches, with some movement toward a short-term stopgap plan. Freedom Caucus Chairman Rep. Andy Harris (R-MD), who pushed for a...
Is Your Family Office or Successful Family Protected from Discord? Learn How Sept. 26
Join us for a timely webcast: Register Now September 26, 2025 | 10:00 AM – 11:00 AM PDT "Stronger Together: Building Governance That Preserves Wealth for Generations" Family-owned businesses thrive when strong governance is in place to protect wealth, minimize...
Purpose-Driven Wealth: Redefining Prosperity to Build a Lasting Legacy
Wealth is more than just financial capital— it is a malleable force that can shape family goals influence life decisions and empower future generations. Purpose-driven wealth serves as a reflection of family values and aspirations. When approached with purpose, it can...
Navigating Uncharted Waters in the Insurance Industry with USI
This webcast explores the evolving challenges facing both businesses and individuals in today’s turbulent insurance landscape. Attendees will gain insight into the economic forces that have led us into these choppy waters—rising costs, shrinking coverage...
Safeguard Your Family Owned Business: Build Governance That Lasts Generations
Join us for a timely webcast: Register Now September 26, 2025 | 10:00 AM – 11:00 AM PDT "Stronger Together: Building Governance That Preserves Wealth for Generations" Family-owned businesses thrive when strong governance is in place to protect wealth, minimize...
Taxation & Representation: Wealth at risk? Congress debates IRS cuts, OECD exit & new tax credits
Congress Weighs FY2026 Funding for IRS, OECD and DOJ Tax Division: As Congress returns this week, lawmakers face a four-week window to resolve differences over government funding for fiscal year 2026 (FY2026). This includes disputes regarding Internal Revenue Service...
How Family Governance Protects Generational Wealth
By Brian BissellSenior Vice President and Client AdvisorWhittier TrustClear communication and structure are essential for high-net-worth families to protect their assets. Even the best players need a coach — and a playbook. For ultra-high-net-worth families,...
Autumn Transitions: Navigating Family Enterprise Challenges with Head and Heart
Fall is a season of rituals that invite us to dig in and address the issues that will help us finish the year well. Kids go back to school, commuter traffic resumes, home projects come to completion, Congress returns to work, and so too can family firms use this...
Women’s Business Owners Group Gets Bipartisan Congressional Support
New Women’s Business Owners Group Gets Bipartisan Congressional Support at Latest Southern California Meeting Rep. Correa (D-CA) and Rep. Kim (R-CA) staff members hear challenges Women-owned businesses face today; Certificate of Special Recognition Awarded...
Saying It Out Loud September 2025, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupFinding Opportunities in Tariffs Have Family Businesses Searching for Options, New Sourcing There’s no playbook for what family-owned businesses face in navigating the new world of tariffs....
Meet the Visionary Leaders Transforming Family Business in 2025
Family Business Magazine's 2025 CEOs to Watch are forward-thinking leaders transforming family businesses across generations and industries. Some are building values-driven enterprises from the ground up, while others are modernizing multigenerational...
National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Podcast
National Restaurant Association CEO Details How Restaurants Benefit from New Tax Bill in Latest Family Enterprise USA Podcast Michelle Korsmo, National Restaurant Association Leader, Talks with Family Enterprise USA’s President Pat Soldano The National...
Saying It Out Loud August 2025, By Pat Soldano
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupTop 5 Family Businesses Wins After Passage of ‘One Big Beautiful Bill,’ While Keeping an Eye on New Priorities Wealth Tax, Death Tax Changes, and Harmful Tariffs Are Next Big Issues After...
‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Podcast
‘One Big Beautiful Bill’ Wins for Family Business Detailed in New Family Enterprise USA Podcast Family Enterprise USA Talks with Capitol Hill Tax Experts on What the Passage of the New Tax Bill Means for Family-owned Businesses Going Forward In a new podcast...
New Podcast Details How to Make Private Equity into Positive Partners
New Family Enterprise USA Podcast Details How to Make Private Equity into Positive Partners Family Enterprise USA Talks with Wedgewood Events’ Founder and CEO on Working with Private Equity Investors How private equity can be used to take a family business to...
What You Can Do About Rising Insurance Costs and Shrinking Coverage
Join us for a timely webcast: Register Now August 28, 2025 | 10:00 AM – 11:00 AM PDT "Navigating Uncharted Waters in the Insurance Industry" The insurance landscape is shifting rapidly, with rising premiums, limited coverage capacity, and a growing number of...
Weekly Digest of Alerts: What Policy Shifts Mean for Generational Wealth
What’s Influencing DOJ’s New Trade Fraud Focus, and How to Navigate Enforcement ShiftsBy Greg Brower and Evan Chuck The U.S. Department of Justice (DOJ) recently announced a new development in its effort to crack down on crimes involving trade fraud, including tariff...
Is Your Insurance Strategy Built to Withstand What’s Coming?
Join us for a timely webcast: Register Now August 28, 2025 | 10:00 AM – 11:00 AM PDT "Navigating Uncharted Waters in the Insurance Industry" The insurance landscape is shifting rapidly, with rising premiums, limited coverage capacity, and a growing number of...
Quick Poll: Concern About Capital Gains Tax
We’d love to hear from you! Please take a moment to participate in our quick poll on Capital Gains Tax.Your input helps us better understand and represent the interests of family offices and successful families across the country.We...
Chart a Safer Course: Risk Management Strategies for 2025
Join us for a timely webcast: Register Now August 28, 2025 | 10:00 AM – 11:00 AM PDT "Navigating Uncharted Waters in the Insurance Industry" The insurance landscape is shifting rapidly, with rising premiums, limited coverage capacity, and a growing number of...
How Family Businesses Can Cultivate Resilient Growth
Family businesses are operating in a new economic environment that requires rethinking business strategy to deliver ongoing growth and profitability. In brief: To grow over the long term, family businesses need to reexamine their strategic positioning within a...
‘Communication,’ ‘Succession,’ Top Worries Business Heirs Voice in New ‘Rising Gen’ Survey
‘Communication,’ ‘Succession,’ Top Worries Family Business Heirs Voice in New ‘Rising Gen’ Survey from Cornell University Smith Family Business Initiative at Cornell University, Family Enterprise USA, and The Roberts Group Survey Students in Family-owned Businesses...
Register Now: Strategies to Navigate Today’s Insurance Challenges
Join us for a timely webcast: Register Now August 28, 2025 | 10:00 AM – 11:00 AM PDT "Navigating Uncharted Waters in the Insurance Industry" The insurance landscape is shifting rapidly, with rising premiums, limited coverage capacity, and a growing number of...
US Economic Outlook July 2025
by Gregory DacoEY-Parthenon Chief Economist Strategy and TransactionsErnst & Young LLP Crosscurrents make for a confusing outlook US outlook: The US economy continues to navigate a complex set of crosscurrents, obscuring a clear reading of its underlying momentum....
Enjoy 20% off your registration at Family Business Legacy
We’re excited to tell you about an event that we feel is critical for family businesses — Family Business Legacy 2025, taking place September 10-12 in Dallas, TX This unique conference focuses on the critical wealth and legacy issues facing family enterprises —...
Register Today: FBA Southern California Legislative Conference
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...
Taxation & Representation: Tax Breaks, Tip Deductions & Overtime: What Family Offices and Successful Families Must Know
Speaker Johnson Kicks Off Discussions for Reconciliation 2.0: House Republicans are laying the groundwork for a second reconciliation bill this fall that aims in part to revive key provisions excluded from the One, Big, Beautiful Bill Act (OBBBA, Public Law 119-21)...
PATG Announces Q3 Family Office and Successful Family Events; Caucus Meeting Set for Sept. 17
Meeting with Members of Congressional Family Business Caucus Set for Sept. 17; Third Quarter Events Scheduled for Family Enterprise USA, Policy and Taxation Group Over a dozen regional and virtual family business and family office meetings, including the next...
Congress and Family Business: A Policy Win Checklist
The provided text from "Congress will Listen.pdf" discusses how consistent and constant communication with Congress led to the successful passage of the One Big Beautiful Bill Act (H.R. 1) on July 4th. This legislation is presented as a significant victory for...