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The PPLI Opportunity Affluent Families Are Exploring — Are You Missing It?

The PPLI Opportunity Affluent Families Are Exploring — Are You Missing It?

May 8, 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...
Winners of the Family Business Center Challenge Announced

Winners of the Family Business Center Challenge Announced

May 6, 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. The first annual “Family Business Center Challenge” saw the Institute for Family-Owned Business, Maine, and...
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...
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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

  • Private Foundations: 5 Most Frequently Asked Questions and 5 Things You Probably Don’t Know
  • Wealth Tax News – 6/12/2026
  • 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

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