Family Enterprise USA Articles

Board Building 101: Don’t Miss the Private Company Governance Summit

There are no shortcuts to building and maintaining an effective board. It requires constant input from all stakeholders. But the result brings big benefits to the board and ensures the success of the company. The Private Company Governance Summit is an ideal place to...

Family Business Caucus Meets with Business Leaders and Employees on Capitol Hill

Summary of March 12 Congressional Family Business Caucus   Pat Soldano opened the roundtable by thanking Members of Congress and family-owned businesses for joining the fourth event in coordination with the Congressional Family Business Caucus. Pat highlighted...

Discover 3D Investing: Join Our Webcast for Proven Strategies!

Register Now for the April 3​ Webcast:   Starting at 12:00 PM Pacific Time   "Would You Like More Income Every Year?"   Dividend Growth of Double Digits over a Decade or More, or what we refer to as 3D Investing, provides a more dependable, repeatable...

Core-Satellite Approach To Estate Planning. Safeguarding Wealth, Empowering the Next Generation.

The webcast introduces the concept of the core-satellite approach to estate planning, which combines a core model (trusts to protect assets) with a satellite model (individual autonomy), aiming to balance flexibility with asset protection.   Pat Soldano,...