Championing Family Businesses: CRST’s John Smith and FEUSA’s Pat Soldano Take Center Stage
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! CRST’s John Smith and Family Enterprise USA’s Pat Soldano Voice Critical Need for National Family Business Spotlight During Cornell University Event...
Your Weekly Washington Updates
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Congress Averts a Shutdown; Keeps Government Open Beyond the New Year: On Nov. 15, Congress held off a government shutdown by passing a “laddered”...
PTCs Unleashed: Elevate Family Wealth Now
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Register Now for the December 6 Webcast: “Private Family Trust Companies: What? Why? How?” Private family trust companies (PTCs) are business...
Stand Up for Family Businesses: Take Action Now.
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Family businesses are the backbone of the American economy, but they are facing a number of challenges. The Congressional Family Business Caucus is...
Three Steps to Survive a Generational Transition of the Family Business
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Whittier Trust is a proud sponsor of FEUSA. As the oldest Multifamily Office headquartered in the West, we bring decades of experience helping...
EY Joins Family Enterprise USA as Platinum Sponsor
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! EY Joins Family Enterprise USA as Platinum Sponsor, Underwrites 2024 FEUSA Annual Family Business Survey “We appreciate EY’s expertise, which will...
Facts About Family Business
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! 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...
You’re invited to an unparalleled opportunity brought to you by Family Enterprise USA
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Register Now for November 9 Members Webcast: Listen to Frank Luntz on “How the New Speaker Will Impact Congress” This is a Family Enterprise USA...
The Importance of Pre-Sale Planning for Your Family Business
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! By John Przybylski, JD, LLM, CFP®*, AEP®, CIMA®, Director, Wealth Planning Group, Pathstone Selling a successful family business can create a...
Final Hours: Don’t Wait, Act Now! Exclusive Webcast with Frank Luntz on Congressional Changes!
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Register Now for November 9 Members Webcast: Listen to Frank Luntz on “How the New Speaker Will Impact Congress” This is a Family Enterprise USA...
Empowering Family Businesses: Homrich Berg & Whittier Trust Renew Sponsorships!
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Homrich Berg, Whitter Trust Wealth Management Firms Support Family Businesses with New Family Enterprise USA Sponsorships Wealth management firms...
Last Day: Act Now – 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 will...
Final Countdown: Act Fast, Few Hours Remaining! 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 will...
Stay Ahead on Policy Updates. Week in Review: Power Shifts, Funding Battles, and Cryptocurrency Rules.
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Johnson Elected Speaker: Shutdown Looms, Year-End Tax Bill Remains a Possibility. After a three-week speakership vacancy following Rep. Kevin...
Saying It Out Loud, By Pat Soldano. November 2023.
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! 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...
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 will...
Breaking Barriers: CEO Sherri Bovino Reveals Secrets to Women’s Success in Male-Dominated Industries!
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Woman-owned Defense Contractor Sherri Bovino, CEO, Global, A 1st Flagship Company, Details in Webcast How Women Thrive in Male-Dominated Industries...
What a 2023 Survey Found Re: Family Office Compensation and Talent
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! By Linda Mack, Mack International In an increasingly competitive market for sophisticated and experienced professional and investment talent, family...
Secure Your Spot: Frank Luntz Unveils Congress Insights on Nov 9 Webcast!
Empower Change: Demand Action from Your Representatives in Congress Against Damaging Policies and Excessive Regulation! Register Now for November 9 Members Webcast: Listen to Frank Luntz on “How the New Speaker Will Impact Congress” This is a Family Enterprise USA...
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 will...