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Why 70% of Family Wealth Disappears by Gen 2

Why 70% of Family Wealth Disappears by Gen 2

May 5, 2026 | Family Businesses, Family Offices, Hardworking Families

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. By Michael J. OffenheiserPartnerBrown & Streza The Hidden Risk of Success: When Wealth Changes the...
Taxation & Representation: 3 reconciliation bills? Your tax cuts hang in balance

Taxation & Representation: 3 reconciliation bills? Your tax cuts hang in balance

May 4, 2026 | Family Offices, Family Businesses, Hardworking Families

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. Budget Reconciliation 2.0 … and 3.0?: Last week, the Senate completed its consideration of the FY2026 budget...
PPLI Explained: A Powerful Planning Strategy for Sophisticated Families

PPLI Explained: A Powerful Planning Strategy for Sophisticated Families

May 3, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Hardworking Families

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. Save your spot for this exclusive webcast: “Understanding the PPLI Opportunity: The Basics and...
The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business

The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business

Apr 30, 2026 | Family Businesses, Family Offices, Hardworking Families

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. By Kristen D. MatteoniVice President, Associate CounselWhittier Trust Introduction   For most family...
Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy

Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy

Apr 29, 2026 | Family Businesses, Family Offices, Hardworking Families

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. By Todd Smith, BAPrincipalCFAR By Erin Konkle, PhDChief Culture Change OfficerConstructive Dialogue...
Soldano to Present Survey Findings at FBA of California Conference

Soldano to Present Survey Findings at FBA of California Conference

Apr 28, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Hardworking Families

Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. Family Enterprise USA’s Soldano to Present New Family Business Survey Findings at May 13 Family Business...
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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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