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Join Other Family Companies at Transitions Fall 2022 - Pat Soldano
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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.

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.


Family Enterprise USA Family Enterprise USA promotes family business and job creation, growth, viability, and sustainability by advocating for family businesses, their lifetime of savings, and the issues they face running their businesses every day. The issues we fight for or against with Congress in Washington DC are high Income Tax Rates, possible elimination of Valuation Discounts, increase in Capital Gains Tax, enactment of a Wealth Tax, and the continued burden of the Estate Tax (death tax), and with the possible elimination of Step up in Basis. Family Enterprise USA represents and celebrates all sizes, and industries of family businesses and multi-generational employers.

Family Enterprise USA is a 501(c)(3) non-profit organization. Family foundations can donate.


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 member.

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 Family Enterprise USA 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. The issues we fight for or against with Congress in Washington DC are high Income Tax Rates, possible elimination of Valuation Discounts, increase in Capital Gains Tax, enactment of a Wealth Tax, and the continued burden of the Estate Tax (death tax), and with the possible elimination of Step up in Basis.

@FamilyEnterpriseUSA @PolicyAndTaxationGroup @DitchTheEstateTax #FamilyBusiness #Business #SmallBiz #EstateTax #Deathtax #CapitalGainsTax #StepUpInBasis #Taxes #gifttax #Generationskippingtax #InheritanceTax #repealestatetax #promotefamilybusinesses #taxLegislation #AdvocatingForFamilyBusinesses #incometax #Generationallyowned #Multigenerationalbusiness

Family Enterprise USA is the organization that represents all family businesses on a national level in DC; it is not unique to any industry. Family Enterprise USA is different from other organizations because it represents and advocates for the families of family businesses and the issues, they face running their businesses every day. Our sole mission and purpose is to promote family businesses and their job growth in America. We also support the work of Family Business Centers across the country. We hope your family will choose to be a member of Family Enterprise USA.