Jun 9, 2026 | Family Offices, Family Businesses, Hardworking Families
Tim Schultz Named CEO of Family Enterprise USA, Family Enterprise USA Action at Congressional Family Business Caucus Meeting Family Business Leader Schultz Takes New Positions to Keep Voice of Family-Owned Businesses Strong on Capitol Hill Family Enterprise...
Jun 7, 2026 | Family Offices, Family Businesses, Family Enterprise USA, Hardworking Families, Wealth Tax
Tell Congress Where You Stand - Act Now Urge your representatives to support family-owned businesses by joining the Congressional Family Business Caucus today. This week’s wealth-tax debate spanned from federal proposals to tax AI-driven wealth and close billionaire...
Jun 3, 2026 | Family Offices, Family Businesses, Hardworking Families, Video Post, Webcast Replays
Private Placement Life Insurance (PPLI) has emerged as a highly effective tool in sophisticated planning for affluent families. There has been tremendous growth in the number of families adopting PPLI. This webcast is an opportunity to easily understand PPLI and its...
Jun 3, 2026 | Family Offices, Family Businesses, Hardworking Families, Wealth Tax
Robert F. Mancuso, former SEC attorney and CEO of Capri Capital Partners, examines the growing use of ballot initiatives to advance wealth-tax proposals and argues that such measures may warrant closer judicial scrutiny. Using a recent Washington Supreme Court ruling...
Jun 2, 2026 | Family Offices, Family Businesses, Hardworking Families, Video Post, Wealth Tax, Webcast Replays
Executive Summary: New Voter Research from Dr. Frank Luntz Tells a Story of America ‘In Trouble,’ ‘American Dream’ Out of Reach for Most Research Shows ‘Rise of Socialism,’ ‘Rising Anger,’ and Misunderstanding of “Savings Penalty Tax” on the Country’s Most...
Jun 1, 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. Calif. State University, Fullerton, Holds Workshop on Creating ‘Legacy and Longevity’ for Family-Owned...
