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Policy and Taxation Group
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Family Enterprise USA invites you to join us for a webinar with special guest speakers Ben McGloin, CFA, Head of Advice, Planning and Fiduciary Services & Ryan Szczepanik, Senior Wealth Strategist from BNY Mellon Wealth Management.
WEBINAR REPLAY: Business Owners 2022 Family Business Survey Review
We will review the results of the Family Enterprise USA 2022 Family Business Survey and discuss concerns and impacts that potential legislation may have on family-owned businesses across the United States.

For more than two centuries, BNY Mellon Wealth Management has helped families build, manage and preserve their wealth. Our specialized teams have the tools, knowledge and experience to develop comprehensive solutions for our business owner clients that address each client’s personal financial objectives and family dynamics, as well as issues specific to his or her business. For business owners considering a family office, our dedicated Family Office team brings more than 50 years of experience providing solutions and strategic insights to help family offices grow and preserve wealth across generations.
Stay safe and healthy,
Pat Soldano
President
[email protected]
712 H Street NE Suite 1091
Washington DC 20002
(202) 681-8365

Upcoming Events

  • November 15: Tolleson Presentation Luncheon, Dallas, TX
  • November 16-18: Campden North America Family Office Meeting, Palm Beach, FL
  • November 17: Whittier Trust (virtual)
  • December 6: CSUF FBC Workshop, CA
  • December 7 - 9: Private Wealth Management Summit, Palm Beach, FL
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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