Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Secure Your Legacy: Don’t Miss This Exclusive Webcast
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk demands clear boundaries between family, ownership, governance and management. Parallel governance, or the establishment of separate...
Lido Consulting’s Annual Family Office Investment Symposium Features Soldano and Luntz
Lido Consulting’s 19th Annual Family Office Investment Symposium Features Family Enterprise USA President Pat Soldano, Communications Expert Frank Luntz Three-Day Lido Event Kicks-off April 29 with Closed-Door Family Office Roundtable with Pat Soldano; Ends May 1...
Pat Soldano and Mark Warren Highlight Family Business at Sonoma Authors Festival
Family Enterprise USA’s Pat Soldano, Brownstein’s Mark Warren Speak at Sonoma Authors Festival on Importance Family Businesses Over 25 Well-Known Authors, including Isabel Allende and Michael Connelly, Discuss Successful Writing, Business of Writing, and...
Secure Your Legacy: Don’t Miss This Exclusive Webcast
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk demands clear boundaries between family, ownership, governance and management. Parallel governance, or the establishment of separate...
Family Business and Successful Family Insights from John Gugliada & Pat Soldano – Watch Now
IFA’s recent webinar, Protecting the Legacy of Family Businesses & Successful Individuals in Today’s Legislative Environment, featured key insights from John Gugliada, Director of Family Business Engagement, and Pat Soldano, President of Family Enterprise USA....
California State University Fullerton’s Center for Family Business Honors Three FEUSA Long Time Supporters
ISYS SOLUTIONS INC. Wins Excellence in Social Impact Award; Hydraflow’s Cindy Ayloush Receives Lifetime Achievement Award; FORTIS Resource Partners, Inc. Receives Outstanding Family Business Catalyst Award at CSUF Family Business Hall of Fame California State...
Get Exclusive Access: Expert Tax & Policy Insights for Family Offices
Policy and Taxation Group (PATG) President Pat Soldano led an exclusive discussion on the latest tax and policy developments with insights from top experts, including Dr. Frank Luntz, Bart Reising, and Russ Sullivan. This session covered: The urgency of passing...
Taxation & Representation: Trump’s Tariffs & Global Tax Talks: What’s the Impact?
Senate Completes Vote-a-Rama to Advance Budget Resolution: On April 4 and 5, the Senate considered the FY 2025 budget resolution H.Con.Res.14, concluding in the traditional “vote-a-rama” on amendment and final passage by a vote of 51-48. Sens. Rand Paul (R-KY) and...
‘Ethical Fading,’ Women Investing Events Held at CSUF’s Center for Family Business Feature FEUSA President
‘Ethical Fading,’ Women Investing Events Held at CSUF’s Center for Family Business Feature Family Enterprise USA President FEUSA’s Pat Soldano Among Featured Speakers in April 18 Workshops Focused on Ethics and Women Investing in Security and Education (WISE)...
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[Exclusive Webcast] Register Now: Ensure a Smooth Generational Transition
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk demands clear boundaries between family, ownership, governance and management. Parallel governance, or the establishment of separate...
Flash Market Update: The “Liberation Day” Jolt
The “Liberation Day” Jolt Much Higher-Than-Expected New Tariffs By Jimmy C. Chang, CFA Chief Investment Officer, Rockefeller Global Family Office Jimmy C. Chang, CFA, Chief Investment Officer at Rockefeller Global Family Office, provides a critical...
Weekly Digest: “Liberation Day”, Florida Special Election, and 199A Provision
“Liberation Day”– Trump Announces Reciprocal Tariffs, Ends De Minimis Treatment for ChinaBy Samantha Carl-Yoder, Radha Mohan, Brady Howell, Annmarie Conboy-DePasquale and Daly Martorano On April 2, President Donald Trump issued a series of executive orders (EOs) to...
Taxation & Representation: Tax Cuts, Estate Taxes & Budget Updates
White House Considers Allowing Top Marginal Income Tax Rate to Revert to Pre-TCJA Levels: According to a single report, the Trump administration is considering letting the top income tax rate and the expanded bracket expire in the tax bill being developed in Congress....
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[WEBCAST] How Parallel Governance Can Guide Generational Transition
Complex family and business dynamics can derail the generational transition of a family enterprise. Addressing this risk demands clear boundaries between family, ownership, governance and management. Parallel governance, or the establishment of separate...
Secure Top Talent: 2025 Family Office Hiring Trends Unveiled
The webcast discusses the evolving landscape of family offices, particularly regarding talent acquisition, outsourcing, and generational transitions, based on a 2025 talent predictions article. Key Points: Outsourcing the Chief Investment Officer (CIO) Role:...
Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ in New Webcast
Fenimore Asset Management Experts Discuss ‘Cost of Timing Market’ for Smart Investment Strategies in New Policy and Taxation Group Webcast Fenimore’s Christian Snyder and William Preston Detail Investment Philosophies with Host Pat Soldano, President of Policy and...
Engaging Next Generation Members in the Family Business and Family Enterprise
By Megan Helzner, Principal, CFAR As 76 million Baby Boomers prepare for retirement, there will be an enormous transfer of wealth to Gen X, Millennials, and Gen Z. According to estimates by Merrill Lynch, what is commonly referred to as The Great Wealth Transfer means...
Unlock Exclusive Insights at Lido Consulting’s Family Office Investment Symposium
Gain Insights, Build Connections & Secure Your Legacy We are excited to share details about Lido Consulting's Annual Family Office Investment Symposium, a top-tier event designed for legacy preservation in the family office community. Expect a...
Weekly Washington Update: Congress Pushes for Budget Resolution Before Easter—What’s Next?
House and Senate Republican Leaders Align on Reconciliation: Senate Majority Leader John Thune (R-SD) and House Speaker Mike Johnson (R-LA) agreed on key policy toplines for a compromise budget resolution following a meeting at the White House on Tuesday with Trump...
Saying It Out Loud, By Pat Soldano. March 2025.
By Patricia M. SoldanoFounder & PresidentPolicy and Taxation GroupCapitol Hill Caucus Meeting Gives Family-Owned Business Leaders a Chance to Talk to Directly with Policy Makers Seven House Members Meet with Attendees to Hear Critical Issues affecting...
Protecting the Legacy of Family Businesses and Family Offices in Today’s Legislative Environment
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at Family Business Magazine’s Transitions Conference Family Enterprise USA Presents Breakout Session with Capitol Hill Policy Experts, Unveils New Family-owned Business Research Family...
House Members Speak at Event with Focus on Women-Owned Family Businesses
House Members Speak at First Event with the Congressional Family Business Caucus with Focus on Women-Owned Family Businesses Debbie McKee, of Little Debbie’s Cakes, Joins Event with Caucus Members featuring Eight Women-Owned Family Businesses; New Research Unveiled...
Family Office Executives Lomont and Brehm Join Board of Directors at PATG
Family Office Executives Bart Lomont and Andrew Brehm Join Board of Directors at Policy and Taxation Group Hallador Investment Advisors, Burwell Enterprise Execs Join to Support Advocacy for Family Offices, Successful Families on Capitol Hill Two family office...
FinCEN Exempts Domestic Companies from Corporate Transparency Act Filing
The Treasury Department’s Financial Crimes Enforcement Network (FinCEN) issued an interim final rule on March 21, 2025, that exempts domestic companies from having to report beneficial ownership information under the Corporate Transparency Act (CTA), limiting CTA...
Inside the First FEUSA Capitol Hill Event of 2025: Spotlight on Women-Owned Family Businesses
Pat Soldano opened the event by thanking Members of Congress, congressional staff, and family-owned businesses for joining the first Family Enterprise USA (FEUSA) Capitol Hill event of 2025. The event first featured a breakfast reception attended by Reps. Chuck...
EY NextGen Academy programs for next generation of family leaders
EY NextGen Academy has empowered the next generation of family enterprise and private capital leaders since 2008. Through its executive education programs, it has helped close to a thousand nextgens to prepare for positions of trust, with a transformative impact on...
Exclusive Webcast: 2025 Talent Predictions for Family Offices
The family office talent landscape is evolving rapidly. Shifting geopolitics, economic changes, and new investment strategies are redefining hiring, leadership, and retention for family offices. Join us for an exclusive webcast where industry experts will...
Family First: Navigating Success and Succession in Business
Approaching 50 Years of Dedicated Service for Family Business Since 1975, our attorneys have brought order to the complexities of business with integrated tax and legal solutions for companies, organizations, families, and individuals throughout California and beyond....
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at FMB’s Transitions Spring
Protecting Legacy of Family-Owned Businesses is Breakout Session Focus at Family Business Magazine’s Transitions Conference Family Enterprise USA Presents Breakout Session with Capitol Hill Policy Experts, Unveils New Family-owned Business Research Family...
Senate Passes Continuing Resolution, Avoids Shutdown
On Friday, March 14, 2025, the Senate advanced the Full-Year Continuing Appropriations and Extensions Act, 2025 (H.R. 1968), a continuing resolution (CR) that funds the federal government until Sept. 30, 2025. The House advanced the bill 217-213, and the Senate...