FOX Webcast: Examining Family Businesses: Economics, Legislative Concerns, and Key Challenges - February 9, 2022
Overview
Please join us on Wednesday, February 9, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.
Family Businesses in the United States fuel the country’s economic engine. Research shows Family Businesses employ 59% of all US workers and generate 54% of GDP, (“2021 Contribution of Family Businesses to the US Economy”; Piper and Astrachan provided by FEUSA), yet they face challenges from Congress each day.
Join Pat Soldano, Family Enterprise USA’s (FEUSA) President, for a webcast where she will share important insights collected from the FEUSA’s annual Family Business survey. Invaluable information provided by Family Businesses will be shared such as their top tax concerns, and significant Family Business challenges. Learn how the BBB Act could affect you and your enterprise as well as the voter attitudes that drive legislation.
Attendees will be able to:
• Describe key challenges identified by family businesses
Please click on the Register button below to sign up for this webcast.
You may contact the Events Team with any questions at events@familyoffice.com
Field of Study: Specialized Knowledge - Up to 1 CPE credit can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.
Program Level: Overview | No prerequisites are required for this session. | Delivery Method: Group Internet Based
Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. For more information regarding administrative policies please contact FOX office
Speaker(s)
Presenters
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President, Family Enterprise USA
Patricia M. Soldano has spent over 30 years providing family office services. She developed Cymric Family Office Services into a multi-family office in 1996, and sold to GenSpring Family Offices in January 2009, where she was Managing Director of Western Region for GenSpring for 5 years and then a Family Office Consultant to GenSpring until December of 2017.
Ms. Soldano is President of Family Enterprise USA; its mission is to promote the growth of family businesses in the US and President of Policy and Taxation Group with the single purpose of gift, estate, and GST tax reform/repeal. She is Principal Advisor and Senior Fellow to the Drucker School Global Family Business Institute, and a member of CSUF Family Business Center facilitating the Women in Leadership Affinity Group, as well as on Family Business editorial committee for Trust & Estate Magazine. She is on the Advisory Board, Investment Committee, Comp Committee, and Audit Committee for Alzheimer’s Orange County. Ms. Soldano received an MBA from Claremont Graduate School, The Drucker School and a BA in Business Administration from Cal State University Fullerton.
FOX Presenter
Gaby Griffin
Market Leader, Business Owners and Family Office Executives
Gaby Griffin is the Market Leader for Business Owners and Family Office Executives at FOX. In her role, Gaby leads the overall Family Office Council experience and manages multiple councils. She provides members the opportunities to learn from and share ideas with highly accomplished and hard-to-find peers in a confidential environment. No matter what hat she’s wearing, her goal is simple – to create value for families by providing objective guidance and timely relevant information in order to make informed decisions. Gaby takes a very personalized approach to her relationship management practice and has built client and advisory relationships that span over two decades. She also serves as a member of the FOX leadership team.
Gaby brings 25 years of wealth management, corporate banking, investment, and strategic advisory experience to FOX and its members. Gaby recently joined FOX from Capital Group. Prior to that, she held leadership positions at LaSalle Bank NA advising business owners, their families and family offices, as well as working directly with ultra-high net worth clients as a relationship manager for Abbot Downing. Gaby has been involved with the FOX community for over 20 years.
Gaby earned a B.A. in Political Science from the University of Wisconsin at Madison. She obtained a Certified Private Wealth Advisor (CPWA®) designation at the University of Chicago Booth School of Business in 2013. She is a member of the Chicago Estate Planning Council (CEPC), Women Investment Professionals, 100 Women in Finance, DyMynd Angels, and Urban Land Institute (ULI). Gaby served on the Board of Trustees for Victory Gardens Theater from 2012-2020. Additionally, she has held several other positions in the non-profit sector.