Family Enterprise USA Action President Pat Soldano will address the 20th Annual Lido Family Office Investment Symposium, discussing the evolution of family offices from past to future. The two‑day West Coast event, held April 28‑29 at the Fairmont Century Plaza, also features former President George W. Bush as a keynote speaker. Soldano will join a closed‑door roundtable on changing client needs and will highlight FEUSA’s Capitol Hill advocacy on tax policies affecting family‑owned enterprises. The symposium underscores the $7.7 trillion economic contribution of family offices to the U.S. economy.
Recent policy debates over a potential U.S. wealth tax, higher capital gains rates, and changes to valuation discounts are reshaping how family offices and fiduciaries approach multigenerational wealth planning. While no federal wealth tax has been enacted, the heightened scrutiny...