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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...
Why Congress is Choking Family Businesses

Why Congress is Choking Family Businesses

May 12, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes

Thank you to the Orange County Business Journal for publishing this article. It’s hard to imagine our legislators working to undermine the largest economic engine in this country, an engine that generates $7.7 trillion of GDP a year and accounts for 54% of the private...
Private Placement Insurance Products

Private Placement Insurance Products

May 12, 2022 | Blog, Death Tax, Family Enterprise USA, In The News, Tax Cuts, Taxes

Thank you to The Madison Group for this M Financial Whitepaper Many family businesses and multigenerational businesses use private placement insurance. This article may help those businesses to understand private placement insurance better. This White Paper is to...
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...
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News For Working Families

  • “When “We’re Family” Isn’t an HR Policy” with Ahola Payroll & HR
  • Prop 40 Deep Dive: Is This California Tax Actually a Wealth Killer?
  • Generation Limbo: How Owner Longevity and Trusts Are Reshaping Family Business Succession
  • Congressional Family Business Caucus Signs Rep. Tim Moore as 51st Member
  • Saying It Out Loud October 2026, By Pat Soldano and Tim Schultz
  • Can the Next Generation Afford to Keep Your Business in the Family?
  • Big Bill, bigger impact on your business
  • Finding the Silver Lining: Planning During Volatility
  • You missed the most important briefing. Final Caucus Before Midterms. Wealth taxes could push jobs out.
  • Rep. Min Marks 50th House Member to Join Congressional Family Business Caucus
  • Beyond the bill: What the OBBBA means for family businesses

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