Leaders from Whittier Trust, Family Business Magazine, UNHW Institute Speak with Family Enterprise USA’s Pat Soldano
-- New audio and video features, two podcasts and a webcast focusing on family governance, tax, and tariff issues facing family-owned businesses are now available.
The three features highlight executives from Whittier Trust, Family Business Magazine, and UNHW Institute, as well as experts from Family Enterprise USA, including its President Pat Soldano.
To view videos/webcast go to Family Enterprise USA Videos/Webcasts.
The Whittier Trust webcast, entitled “Stronger Together: Building Governance that Preserves Wealth for Generations,” explores the steps to building effective family governance, including the structures, education, and systems that strengthen both the family and the business.
The webcast features Whittier’s Ashley Fontanetta, Senior Vice President, Client Advisor, Brian Bissell, Senior Vice President, Client Advisor, and Elizabeth Anderson, Vice President, and is hosted by Family Enterprise USA’s Soldano.
Whittier is a Pasadena, Calif.-based multi-family office and has been in the wealth management business since 1935.
A second feature, a new Family Business Magazine podcast, entitled, “Cousin Co-Leaders Carve Their Niche | Lessons in Letting Go | Traversing Tariffs,” features the magazine’s Editor, Zack Needles, and Family Enterprise USA’s Soldano explaining how tariffs, policy uncertainty, and global trade shifts are reshaping the landscape for family-owned companies and why advocacy on Capitol Hill matters more than ever.
The podcast also features cousins Judd and Alex Loewenstein of Loewy Foods sharing how they are ushering their fifth-generation company into a new era — blending gratitude, modernization, and the enduring spirit of Thanksgiving to honor their family’s humble poultry-shop roots.
In addition, the Family Business Magazine podcast talks with Michael Horn, former fourth-generation President and CEO of AC Horn Manufacturing and reflects on taking over his family’s struggling machinery business, leading its turnaround, and ultimately making peace with the decision to sell.
The roundtable explores evolving tax and legislative policies shaping the future of family businesses and family offices. The expert panel includes Soldano, President of Family Enterprise USA and the Policy and Taxation Group; John Gugliada, Director of Engagement for both organizations; Russ Sullivan, Shareholder and Chair of The National Tax Policy Group, Brownstein, and Michael Hawthorne, an Associate at Squire Patton Boggs. Both law and government affairs firms are based in Washington, D.C.
The discussion examines how current and proposed federal tax policies could impact the structure, succession, and sustainability of family enterprises.
Panelists provide an insiders’ look at key legislative developments, ranging from proposed estate and gift tax reforms to changes affecting pass-through entities and business transfers, and how families can engage in thoughtful planning and proactive advocacy to safeguard their long-term interests.
The New York-based UHNW Institute is an organization committed to empowering ultra-high-net-worth families and family offices with a comprehensive understanding of the wealth management industry to make the best possible choices to meet family needs across generations.
About the company: About Family Enterprise USA: Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC. Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions, and industries of family-owned enterprises and multi-generational employers. It is a bipartisan 501.c3 organization. About Policy and Taxation Group: Policy and Taxation Group (PATG) is the Voice in Washington, D.C., of Family Offices and Successful families. PATG is focused exclusively on the Tax and Economic Issues that impact them. Since 1995, PATG has been the leading advocacy group working to reduce and eliminate estate, gift, and GST taxes while blocking increased income and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hard work and success. PATG is a 501(c)(4) organization comprised of families directly or indirectly impacted by these harmful taxes and regulations. For more information or to support, see www.policyandtaxationgroup.com
Contact Info:
Name: Bob Chew
Email: Send Email
Organization: Family Enterprise USA and Policy and Taxation Group
Address: 712 H Street NE Suite 1330, Washington DC, United States
Phone: 310-383-0528
Website: https://familyenterpriseusa.com
Video URL: https://www.youtube.com/watch?v=-nEkxOySe0A
Release ID: 89175246
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