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Policy and Taxation Group
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Family Business Transitions Fall 2022


November 2-4
Marriott Marina del Rey, CA


Connect with other multigenerational family businesses and experts in a "safe harbor" environment to openly share real-life issues and challenges with other families.

The past 40 years have seen a growing emphasis on professionalizing the family business as well as the members of the family who own the business. You’ve professionalized your operations by hiring key non-family team members and upgrading your systems. You’ve professionalized the family with family councils and other governance structures.
Family Business Transitions Fall 2022
Why Transitions?
  • Speakers from family companies: Our focus is on speakers from family enterprises, sharing real-life problems and solutions.
  • Intimate, open environment: Limited attendance, and a private "safe harbor" environment in which to openly share challenges and opportunities with other families.
  • Collaborative discussions: Opportunities to work through family issues via guided discussions.
  • No-Sell environment: Conference sponsors understand and commit to participating as thought leaders and experts, and are restricted from actively selling their products and services.
  • Peer Groups: Attendees get the opportunity to engage in small working groups with an indsutry expert facilitating the session. This is a tech-free place for you to share stories, resources and experiences in a confidential environment with other family businesses. YOu even get to select the topic you want to address most in our pre-conference questionnaire, so you can be sure to get the most out of your experience.
  • Networking with families like yours: Hosted networking, opening reception, meals, breaks and workshops are all designed to allow you to meet many family enterprise attendees.
  • Family focus: Brought to you by family-owned Family Business Magazine. We use family-owned or family-controlled hotels, transportation services, restaurants and service providers whenever possible. We believe in, and invest in, America's family businesses.
Stay safe and healthy,
Pat Soldano
President
[email protected]
712 H Street NE Suite 1091
Washington DC 20002
(202) 681-8365

Upcoming Events

  • October 20: University Business Center, Fresno, CA
  • October 20: Institute for Family Owned Business. Maine
  • October 22 & 23: Attend and Present at American Trucking Association, San Diego, CA
  • October 25: BNY Mellon webinar, virtual
    October 26: Loyola Marymount University, virtual
Listen To The New Podcast Series: "Voice of Family Business on Capitol Hill" with host Pat Soldano.
Join our growing family of podcast listeners by clicking on the links below to our new podcast, "The Voice of Family Business on Capitol," where each episode delves into the major issues facing family businesses and family business centers today. Subscribe by clicking on these links, or wherever you get your podcasts.
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 multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill.

About Policy and Taxation Group
Policy and Taxation Group is your voice in Washington on economic freedom. We advocate for policies that allow American families to fully enjoy the economic liberties and benefits of a robust free market unique to our nation. For over 25 years, we have been the loudest voice in the nation’s capital on eliminating the death tax. This ill-conceived tax has a destructive impact on families, family businesses, job creation, and the national economy.
Have questions or would like more information about becoming a Supporter or donating? Please contact John Marino at [email protected].
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