Latest Updates: News, Issues, Announcements, Webcasts, Whitepapers, and More
Policy and Taxation Group Meeting Highlights: Tax Policies, Bipartisanship, and Growth
Pat Soldano (President of Policy and Taxation Group (PATG) and Family Enterprise USA (FEUSA)) opened the call by welcoming supporters and participants and thanking them for joining. Pat also encouraged those on the call to continue supporting the important work that...
Three Steps to Survive a Generational Transition of the Family Business
Whittier Trust is a proud sponsor of FEUSA. As the oldest Multifamily Office headquartered in the West, we bring decades of experience helping families transition their businesses to the next generation. Over the years, we’ve identified several commonalities...
EY Joins Family Enterprise USA as Platinum Sponsor
EY Joins Family Enterprise USA as Platinum Sponsor, Underwrites 2024 FEUSA Annual Family Business Survey “We appreciate EY’s expertise, which will contribute to key research for understanding and better supporting family businesses,” says Family Enterprise USA...
Facts About Family Business
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...
The Importance of Pre-Sale Planning for Your Family Business
By John Przybylski, JD, LLM, CFP®*, AEP®, CIMA®, Director, Wealth Planning Group, Pathstone Selling a successful family business can create a number of complex planning challenges, not the least of which is handling what may be a substantial financial gain...
Empowering Family Businesses: Homrich Berg & Whittier Trust Renew Sponsorships!
Homrich Berg, Whitter Trust Wealth Management Firms Support Family Businesses with New Family Enterprise USA Sponsorships Wealth management firms Homrich Berg and Whittier Trust have renewed sponsorships with Family Enterprise USA, advocates for America’s...
You’re invited to an unparalleled opportunity brought to you by Policy and Taxation Group
Register Now for November 9 Supporters Webcast: Listen to Frank Luntz on "How the New Speaker Will Impact Congress" This is a Policy and Taxation Group Exclusive Supporters Only Webcast. Don’t miss out on this important and interesting Supporters Only...
Last Call: Only a Few Hours Left – Act Now! Year-End Charitable Giving: What You Need to Know
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. Fiduciary Trust International Director of Estate and Financial Planning and Trust Counsel Bryan Kirk and Philanthropic Director Abby Axelrod-Wunderman...
Hurry, Clock’s Ticking – 24 Hours Left. Giving Back, Moving Forward: Your Guide to Impactful Giving.
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. Fiduciary Trust International Director of Estate and Financial Planning and Trust Counsel Bryan Kirk and Philanthropic Director Abby Axelrod-Wunderman...
Saying It Out Loud, By Pat Soldano. November 2023.
Family Offices Must Adapt with Next Generation, Or Fade Away By Pat Soldano Today’s family office industry is facing a tough future: adapt or fade away. As the Next Generation of multi-generational family businesses look at family offices, and their...
Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.
Johnson Elected Speaker: Shutdown Looms, Year-End Tax Bill Remains a Possibility. After a three-week speakership vacancy following Rep. Kevin McCarthy’s (R-CA) removal from the position on Oct. 3, the House voted 220-209 along party lines to elect Rep. Mike Johnson...
How to Make the Most of Your Charitable Giving. Maximize Your Impact: Charitable Giving Strategies Unveiled!
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. Fiduciary Trust International Director of Estate and Financial Planning and Trust Counsel Bryan Kirk and Philanthropic Director Abby Axelrod-Wunderman...
What a 2023 Survey Found Re: Family Office Compensation and Talent
By Linda Mack, Mack International In an increasingly competitive market for sophisticated and experienced professional and investment talent, family businesses are seeking and applying new approaches to attract and retain top level executives. Drivers that affect...
Breaking Barriers: CEO Sherri Bovino Reveals Secrets to Women’s Success in Male-Dominated Industries!
Woman-owned Defense Contractor Sherri Bovino, CEO, Global, A 1st Flagship Company, Details in Webcast How Women Thrive in Male-Dominated Industries From Building Missile Silos to Transitioning Businesses to Daughter, Sherri Bovino Talks with Family Enterprise...
Secure Your Spot: Frank Luntz Unveils Congress Insights on Nov 9 Webcast!
Register Now for November 9 Supporters Webcast: Listen to Frank Luntz on "How the New Speaker Will Impact Congress" This is a Policy and Taxation Group Exclusive Supporters Only Webcast. Don’t miss out on this important and interesting Supporters Only...
Unlock the Secrets of Smart Giving in 2023! Reserve Your Spot Now!
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. Fiduciary Trust International Director of Estate and Financial Planning and Trust Counsel Bryan Kirk and Philanthropic Director Abby Axelrod-Wunderman...
Exclusive Insights Await: Join Our Supporters-Only Webcast on Nov 9!
Register Now for November 9 Supporters Webcast: Listen to Frank Luntz on "How the New Speaker Will Impact Congress" This is a Policy and Taxation Group Exclusive Supporters Only Webcast. Don’t miss out on this important and interesting Supporters Only...
Charitable Giving in 2023 and Beyond: Tax-Smart Strategies and More
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. Fiduciary Trust International Director of Estate and Financial Planning and Trust Counsel Bryan Kirk and Philanthropic Director Abby Axelrod-Wunderman...
Private Family Trust Companies for Family Enterprises
This content is made possible by the support of our sponsor,Pathstone – The Family Office.Private family trust companies (PTCs) are an increasingly preferred fiduciary solution for family enterprise families. PTCs allow families to efficiently manage complexity,...
Policy Updates: In-depth Analysis of Hydrogen, Taxes, and Power Struggles
Senate Democrats Spar over Hydrogen Credit Guidance. On Oct. 16, eight Democratic senators, led by Sens. Sheldon Whitehouse (D-RI) and Jeff Merkley (D-OR), sent a letter to Treasury Secretary Janet Yellen and Climate Counselor Ethan Zindler, urging the agency to...
New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential
New Pathstone Wealth Management Report Focuses on AI’s Transformative Potential, but is it ‘Rational Interest or Irrational Exuberance?’ New White Paper, by Pathstone Partner Alex Hart, Spotlights Advancements in Artificial Intelligence and its Potential, and...
Stay Informed: Dive Deeper into Congress with this Weekly Washington Update
House Continues Search for Speaker as Consequences of Vacancy Grow: The House has been without a speaker for just over two weeks following Rep. Kevin McCarthy’s (R-CA) removal from the position on Oct. 3. Rep. Patrick McHenry (R-NC) is serving as speaker pro tempore,...
Year-End Charitable Giving Strategies: Learn from the Experts
We invite you to join us for year-end charitable giving strategies to consider as we approach the end of 2023. Fiduciary Trust International Director of Estate and Financial Planning and Trust Counsel Bryan Kirk and Philanthropic Director Abby Axelrod-Wunderman...
Policy Update, Legislative Lowdown, and Tax Worldview
House Republicans Continue Search for Speaker; Consequences of Vacancy Grow. Rep. Kevin McCarthy (R-CA) was removed from his position as speaker of the House on Oct. 3, days after he partnered with Democrats to pass a 45-day continuing resolution (CR) to avoid a...
2023 Annual Family Business Report
Each year we reach out to America’s family businesses to get a first-hand reading on what their critical issues are and how policies are affecting their businesses. Through this annual research we focus our initiatives, messages, and calls to our legislative...
Webcast Replay: South Dakota Trusts’ Game-Changing Tactics in Family Business Planning
South Dakota Trust Company Execs in New Webcast Detail How Flexibility in Family Trust Design is Crucial for Family Enterprise Planning ‘Powerful Trust Designs and Structures’ is Topic of Panel Discussion with SDTC’s Paladino, Murphy, Signori, and Family...
Exclusive Webcast Alert: Dive Into Congress’ Future with Frank Luntz on Nov 9!
Register Now for November 9 Supporters Webcast: Listen to Frank Luntz on "How the New Speaker Will Impact Congress" This is a Policy and Taxation Group Exclusive Supporters Only Webcast. Don’t miss out on this important and interesting Supporters Only...
High Growth for Family Businesses Despite Inflation, Labor, and Recession
Growth Continues High for Family Businesses Despite Worries of Inflation, Labor, and Recession, Study Shows Family Enterprise USA Report Reveals 2023 Growth Is Running High for Multi-Generational Family Businesses in Face of Economic Uncertainties Consumers may be...
Exclusive Invitation: State of Family Business & Critical Tax Issues Presentation!
We are pleased to invite you to be our guest for a dinner presentation addressing the State of Family Business & the Critical Tax Issues Impacting the Wealthy in the US Congress on October 19, 2023 at 5:30-7:00pm in Newport Beach, CA 92660. There is a wine...
Weekly Washington Policy Updates
General Updates McCarthy Ousted from Speakership in Historic Move: On Tuesday, Oct. 3, the House made history by removing Kevin McCarthy (R-CA) as speaker of the House in a 216-210 vote. Although 210 Republicans voted to keep McCarthy as speaker, the eight...