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Embrace Your Role as Future Family Business Leader

Embrace Your Role as Future Family Business Leader

May 23, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

By Nathan Kublank and Mary Ellen Krueger, Aspiriant directors in wealth management and partners The statistics on family business succession are striking. Only 3% survive to a fourth generation or beyond, according to Cornell SC Johnson College of Business. If you...
The Surprising Facts of What  America’s Family Businesses Look Like

The Surprising Facts of What America’s Family Businesses Look Like

May 9, 2022 | Blog, Family Businesses, Family Enterprise USA, Family Enterprise USA Action, Generationally Owned Business, In The News

54 Percent of America’s Family Businesses Added Jobs, New Research Shows America’s family businesses is one of the country’s greatest hidden forces and they are driving the U.S. economy, according to recent research. A contributor of more the $7.7 trillion dollars to...
Full Slate of Events Scheduled for Family Businesses This Month

Full Slate of Events Scheduled for Family Businesses This Month

May 4, 2022 | Blog, Family Businesses, Family Enterprise USA, Family Enterprise USA Action, Generationally Owned Business, In The News

Denver Family Business Center, Family Business Association of California May Events Key for Family Businesses Family Businesses in America are in the spotlight this month, with eight family business conferences or events scheduled with Family Enterprise USA president...
2022 Family Office Trends

2022 Family Office Trends

Apr 29, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Thank you to Pathstone, the modern family office, for this report. INTRODUCTION Working closely with SFOs is an important segment of Pathstone’s business and has allowed us the opportunity to understand several common and interrelated trends better. Below is an...
You Are Invited To Hear Frank Luntz & Karl Rove Speaking May 11

You Are Invited To Hear Frank Luntz & Karl Rove Speaking May 11

Apr 26, 2022 | Blog, Family Businesses, Family Enterprise USA Action, In The News

Policy and Taxation Group Supporters Invitation Only Zoom Meeting – May 11 at 12PM PT / 3PM EST This will be a time critical and highly informative meeting, featuring Frank Luntz, Pollster and Communication Analyst, Karl Rove, Political Analyst and Former White...
Considerations in Making a Gift of a Business Interest to a Public Charity

Considerations in Making a Gift of a Business Interest to a Public Charity

Apr 22, 2022 | Blog, Family Businesses, Family Enterprise USA, Generationally Owned Business, In The News

Thank you to BNY Mellon Wealth Management for this report.   One way donors can meet their philanthropic goals, while gaining some tax benefits, is through the gift of a business to a public charity. Every wealth planning discussion should include a conversation about...
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News For Working Families

  • WARCO Hosts Rep. Correa at Southern California Factory to Discuss Growth, Jobs, Taxes
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  • DAF vs Foundation: What’s Best For You?
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  • House Member Rep. Correa Meets with Family-Owned Businesses at Southern California Event
  • [WEBCAST] Give 60% Smarter? Live Philanthropy Guide
  • Wealth Tax Information Resource Now Available; Monitors State & Federal ‘Savings Penalty Tax’ Proposals
  • Beyond the Handshake: Why a Buy-Sell Agreement Is the Prenup Every Business Partnership Needs
  • 5 Ways Family Businesses Give Smarter
  • Preserving Legacy and Maximizing Value: Strategic Planning for Family-Owned Enterprises

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