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Join the Conversation: Unveiling the Latest Family Office Trends – Register Now! - Pat Soldano

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‘Trends of Family Offices’ Talk Kicks Off 18th Annual Family Office Symposium with Family Enterprise USA’s Pat Soldano and Lido Consulting’s Greg Kushner


The 18th Annual Family Office Investment Symposium this year will start with a discussion on the “Trends of Family Offices,” featuring Family Enterprise USA’s Pat Soldano and event organizer Greg Kushner, founder and chairman of Lido Consulting.


The two-day 2024 symposium, held at the Fairmont Century Plaza Hotel here, takes place from Tuesday, April 16 to Thursday April 18. The event is centered around legacy preservation within the family office space, and includes educational presentations, panel discussions, entertainment, and networking opportunities. The featured entertainment speaker this year is comedian Howie Mandel.

The center stage discussion on “Current Trends in The Family Office,” featuring Soldano and Kushner, runs from 9:15AM to 10AM session on Tuesday, April 16, and is the first topic discussed at the event.

“Each year, our goal is to arm our attendees with valuable knowledge and key insight about a wide range of industries from real estate to technology,” said Kushner about this year’s conference. “This event is designed to bring together the industry leaders to discuss the shifting markets, and new investment opportunities to help them make wiser investment and business decisions,” he said.

The event has 34 sponsors and consists of featured speakers, breakout sessions, networking, and business development opportunities.

“Family offices are finding themselves in state of transition as next generation issues and different family needs present themselves to their multi-generational family business clients,” said Soldano about the topic. “Greg and I look forward to having an interesting and lively discussion kicking off this year’s event,” she said.

For more information on the event go to: .

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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 include 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 gift tax , estate tax and generation skipping tax .

Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC.  Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.

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The post Join the Conversation: Unveiling the Latest Family Office Trends – Register Now! appeared first on Family Enterprise USA .

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.