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Preserving Legacy Beyond the Operating Business: Evolving from Operator to Investor

Preserving Legacy Beyond the Operating Business: Evolving from Operator to Investor

Nov 22, 2025 | Family Businesses, Family Offices, Hardworking Families

Turn your voice into action Pat Soldano and Policy and Taxation Group invite you to take part in the 2025 Supporter Survey By Annie ClareSenior Investor Relations AnalystBuchanan Street Partners For many families, the operating business is more than an enterprise,...
[WEBCAST] Learn to Advocate.  Step by Step.  We will walk you through it.

[WEBCAST] Learn to Advocate. Step by Step. We will walk you through it.

Nov 21, 2025 | Family Offices, Family Businesses, Hardworking Families

Save your spot for this exclusive webcast: Register Now December 9, 2025  | 10:00 AM – 11:00 AM PDT “Get Your Voice Heard: How to Advocate Simply, Powerfully” Advocating for policies that matter can shape better laws, raise awareness, and drive real...
Saying It Out Loud November 2025, By Pat Soldano

Saying It Out Loud November 2025, By Pat Soldano

Nov 21, 2025 | Family Businesses, Family Offices, Hardworking Families, Pat Soldano

The data is in! See what family owned businesses are saying about today’s challenges and opportunities. Read the 2025 Annual Survey Executive Survey now! Click here. By Patricia M. SoldanoFounder & PresidentPolicy and Taxation Group Family Businesses Navigate Year...
Quarterly Legislative and Political Update Webcast, November 2025

Quarterly Legislative and Political Update Webcast, November 2025

Nov 19, 2025 | Family Offices, Family Businesses, Family Enterprise USA, Family Enterprise USA Action, Hardworking Families, Taxes

Pat Soldano (President, Family Enterprise USA) opened the call by welcoming participants. Pat thanked those who are supporters of Family Enterprise USA (FEUSA) and Policy and Taxation Group (PATG) and encouraged other participants to join and support the...
From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business

From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business

Nov 19, 2025 | Family Offices, Family Businesses, Hardworking Families

Whether you’re launching your first venture or refining a bold idea, understanding the foundation of your business is essential.   Our latest article, “From Vision to Venture: An Entrepreneur’s Guide to Launching a Lasting Business,” provides a comprehensive...
Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Podcast

Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Podcast

Nov 18, 2025 | Family Offices, Family Businesses, Hardworking Families, Podcast, Video Post

Regional Banking Powerhouse, Bank OZK, Details Growth in Uncertain Landscape in New Family Enterprise USA Podcast   Bank OZK CEO George Gleason Speaks with Pat Soldano of Family Enterprise USA about Navigating Tariffs, Taxes for Family Businesses In a new podcast...
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Family Enterprise USA Action is the best way for family-owned businesses, family offices, and successful individuals to support and impact critical tax, economic, and policy issues. For information regarding contributions, please contact us.

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News For Working Families

  • Tim Schultz Named CEO of FEUSA and FEUSA Action at Caucus Meeting
  • Wealth Tax News – 6/7/2026
  • Understanding the PPLI Opportunity: The Basics and Beyond with Winged Keel Group
  • The Growing Debate Over Wealth Tax Initiatives
  • New Voter Research from Dr. Frank Luntz Tells a Story of America ‘In Trouble’
  • June 3 – CSFU Holds Workshop on Creating ‘Legacy and Longevity’ for Family-Owned Businesses
  • Multi-Trillion Dollar Government Waste: Tracking Federal Improper Payments
  • Private Placement Life Insurance Explained
  • Wealth Tax News – 5/22/2026
  • Saying It Out Loud May 2026, By Pat Soldano
  • Fueling Family Business Growth, New Research Findings Top Agenda for June 9

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