The Voice of Family Business on Capitol Hill Family Enterprise USA

In this episode of the “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA talks with Matt Brown, Partner, at the Irvine-California-based Brown & Streza law firm.
Soldano and Brown discuss how Family Offices and Family Businesses are planning for possible expiration of the tax provisions in Tax Cut and Jobs Act, including the $13 million estate, gift and GST lifetime exemption and other tax provisions. They also discuss pending tax cases and the Corporate Transparency Act in law today. Brown heads the firm’s Tax, Trusts, Estates Group and its Ultra-High-Net-Worth subgroup. Brown & Streza serves families, businesses, entrepreneurs, investors, philanthropists, and charitable organizations through its integrated approach to business and personal planning.

In this episode of the “Voice of Family Business on Capitol Hill” host Pat Soldano, of Family Enterprise USA, talks with well-known communicator and researcher, Dr. Frank Luntz, about the challenges of communicating with Generations Z and X. These future voters and business leaders will have a huge impact on economics, capitalism, and the future leadership of family businesses.

Host Pat Soldano talks with Steve Prostano, Founder of the UHNW Institute, about transitioning existing family offices to a Wealth 3.0 mindset. This episode details understanding the complexity of the 10 Domains of Family Wealth and the new skills and approaches required to deliver integrated family wealth management solutions.

Host Pat Soldano, President of Family Enterprise USA, talks with Sean Alyward, Managing Director of EY’s Family Business Services, an expert in “stress testing” complex family business and wealth transition plans that are important to America’s multi-generational family businesses. Soldano and Alyward review tools that cover governance communication, asset allocation, privacy, liquidity, and compliance and reporting. The discussion details top concerns and solutions for making sure family transition plans are updated.
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This episode is hosted by Pat Soldano, President, Family Enterprise USA and Policy and Taxation Group, and her guests are:
1) Jack Kingston, former Republican member of the House from Georgia, and now a Principal with the law firm Squire Patton Boggs, and; 2) Mark Begich, former Democratic Senator from Alaska, former Mayor of Anchorage, and now a strategic consulting advisor with the law firm Brownstein.

The cyber threat for family enterprises - what you need to know:
Despite the increasing threats of cyber-attacks and ever-rising investments in cybersecurity, just one in five Chief Information Security Officers (CISOs) and C-suite leaders consider their approach effective for the challenges of today and tomorrow. Respondents to the EY 2023 Global Cybersecurity Leadership Insights Study also noted there was cause for concern.
Do you have a cyber strategy to ensure you, your family and the business are protected from a cyber-attack? Learn what cyber risks are out there and what makes family businesses especially vulnerable. Take away key actions you can take to mitigate a cyber-attack.
An in-depth discussion on the current state of family businesses, and family offices, and how they evolved, and where they are headed.
This episode is hosted by Pat Soldano, President, Family Enterprises USA and Policy and Taxation Group, and her guests are:
Bobby Stover, Partner, EY Americas Family Enterprise and Family Office Leader and Dave Burg, Principal, EY Americas Cybersecurity Leader.