The Voice of Family Business on Capitol Hill

Purchased in 1979 by a then 25-year-old lawyer, George Gleason, Bank OZK has grown from a small community bank into a nationally recognized leader in the financial services industry with $41 billion in assets, over 3,200 employees and more than 260 offices in 9 states. Its journey of growth is told by George Gleason, Chairman and Chief Executive Officer. Host Pat Soldano, President of Family Enter...

In this episode of “The Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with Michelle Korsmo, President and Chief Executive Officer of the National Restaurant Association, to discuss the critical issues affecting family-owned restaurants, including tax and economic policies affecting growth and success.   

In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with John and Bill Zaruka, founder and Chief Executive Officer, respectively, of $250 million Wedgewood Weddings and Events. The conversation details the growth of Wedgewood, the family journey, how private equity helped it reach the next level of success, and how it can help entrepreneur...

In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with top tax and Congress experts Mark Warren of the law and government affairs firm, Brownstein, and Caren Street and Michael Hawthorne of the law and government affairs firm, Squire Patton Boggs. The topic is: How the Passage of the “One Big Beautiful Bill” will affect Family-owned Busi...

In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with Bill Rock, CEO of MLR Media, a media and events company that publishes Family Business, Directors & Boards, FO Pro, and Private Company Director magazines,   to discuss how family businesses govern themselves and how governance can affect growth and succe...

In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with top tax and Congress experts Russ Sullivan of the law and government affairs firm, Brownstein, and Michael Hawthorne of the law and government affairs firm, Squire Patton Boggs. The topic is “Where Does the New Tax Bill Stand Right Now?” As the extension of the 2017 Tax Cuts and Jobs...

In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with Catherine Fankhauser, Partner, Family Office Advisory Services, Ernst & Young LLP, and John Feiten, Senior Manager in EY’s Family Office Advisory Services practice. The topic is “How a Family Office Can Support Family Needs.” As family businesses grow and the number of famil...

In this episode of the “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA talks with two prominent Washington, D.C-based legal experts on what is expected in the first 100 Days of the new Administration and new Congress. The two guests are Caren Street, Principal and legal expert, at the law and government- relations firm of Squire Patton Boggs, and Mark Warren, S...

In this episode of the “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA talks with two prominent women who run generationally-owned family businesses. The two guests are Katie Jeremiah, Chief Executive Officer, Aggregate Resource Industries, a rock drilling and blasting contractor that provides drilling and blasting services throughout the United States, and&nbs...

In this episode of the “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA talks with two prominent women who run generationally-owned family businesses. The two guests are Paula Lafferty, CEO, SnoTemp, a family-owned and operated temperature controlled public warehousing company with two facilities located Oregon; and Lauren Doll- Sheeder, Managing Partner, Doll D...

In this episode of “Voice of Family Business on Capitol Hill” host Pat Soldano of Family Enterprise USA speaks with House Member Rep. Greg Steube (R-FL) to discuss the work of the Ways and Means Tax Teams and his work on the Congressional Family Business Caucus. Rep. Steube Co-Chairs the Main Street Tax Team focused on Section 199A and other key provisions of the TCJA bill. Soldano and the Congres...

As part of Family Enteprise USA and Policy and Taxation Group’s continuing podcast series looking into tax policies for 2025, experts from Policy and Taxation Group’s partner law firm, Brownstein, and their tax experts Russ Sullivan and Rosemary Becchi dive into changes to 199-A regulations. They are joined by their colleague, former Sen. Mark Pryor, to discuss how this provision’s expiration coul...

With so much uncertainty, the Policy and Taxation Group, the sister organization of Family Enterprise USA and advocates on Capitol Hill for clients of family offices and successful individuals, brings you insights from the tax policy team at its partner law firm, Brownstein. In this episode, Brownstein invited members from its bipartisan Government Relations department to discuss how tax policy mi...

Is your company’s capital agenda strategy future proof? Business-owning families can better position themselves for success when developing their strategic capitalization agenda by establishing clear and balanced financial objectives, performing a thorough evaluation of financial readiness, and, if access to the capital markets is needed, understanding funding options that will best align with the...

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...

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 compl...

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 Brow...

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...

An in-depth discussion on the political landscape in Washington DC today. This episode is hosted by Pat Soldano, President, Family Enterprise USA and Policy and Taxation Group, and her guest is Drew Everett, Chairman of Bush Brothers and Company, makers of the famous Bush Beans.

An in-depth discussion on the state of family offices today, how they evolved, and where they are headed. This episode is hosted by Pat Soldano, President, Family Enterprise USA and Policy and Taxation Group, and her guests are Sarah Hamilton, Founder and Chairman of Family Office Exchange or FOX, and Margaret Steen, Editor, FO Pro Newsletter.

An in-depth discussion on the political landscape in Washington DC today. This episode is hosted by Pat Soldano, President, Family Enterprise USA and Policy and Taxation Group, and her guest is Bill Rock, CEO of MLR Holdings, which owns information and media businesses including Family Business magazine

An in-depth discussion on the political landscape in Washington DC today. This episode is hosted by Pat Soldano, President, Family Enterprise USA and Policy and Taxation Group, and her guests are Dr. Frank Luntz, political researcher, pollster, strategist, messaging expert and Mick Mulvaney former Director of Office of Management and Budget and White House Chief of Staff.

An in-depth discussion on the good, bad, and ugly government policies affecting the many family-owned trucking companies in the U.S. This episode is hosted by Pat Soldano, President, Family Enterprise USA and Policy and Taxation Group, and her guests are John Smith, Chairman, CRST, The Transportation Solution, Inc., and David E. Bauer, Esq., Vice President, State & Tax Policy, the American...