Protecting the Legacy of Family Offices and Family Businesses in Today’s Legislative Environment
Lunch & Learn | Friday, September 19, 2025 | 11:00 AM – 1:00 PM ET
At PKF O’Connor Davies – 245 Park Avenue, 5th Floor, NYC
The UHNW Institute invites you to an in-person luncheon focused on current and proposed legislation affecting family offices and family businesses.
In partnership with Family Enterprise USA, this session will offer a timely perspective on how federal tax policy, including the recently passed One Big Beautiful Bill (OBBB), may influence the future of multigenerational enterprise.
Speakers include:
Pat Soldano
President, Family Enterprise USA and Policy and Taxation Group
Pat is currently President of Family Enterprise USA, whose mission is to promote the growth of generational owned family businesses in the U.S., and President of Policy and Taxation Group, which she formed in 1995, that works to reduce onerous tax and economic policies for successful families, family offices, and family business. Pat spent over 30 years providing family office services as owner of Cymric Family Office Services, and then as Managing Director of Western Region for GenSpring for 5 years and then as a Family Office Consultant. Policy and Taxation Group is the voice of family offices and successful individuals in Washington, D.C., focused exclusively on the critical tax and economic issues that impact them. It is a 501.c4 organization. www.policyandtaxationgroup.com
Russ Sullivan
Shareholder, Brownstein
Russ is chair of the National Tax Policy Group at lobbying and Brownstein providing unparalleled insight into the legislative and regulatory risks and opportunities related to tax policy. Russ is a Capitol Hill veteran who spent 14 years with the Senate Finance Committee, including nine as staff director. He leverages his vast network and industry expertise to devise and execute complex strategies for both nonprofit and for-profit clients on a broad range of issues, including health care, pension planning, trade, economic development, and tax policy.
Michael Hawthorne
Associate, Squire Patton Boggs
Michael is an associate in the Squire Patton Boggs Public Policy Practice, who leverages his Capitol Hill and government investigations experience to advise major corporations, organizations, and nonprofits on complex policy issues, with an emphasis on taxation, energy, and transportation and infrastructure.
John Gugliada
Director of Family Engagement, Family Enterprise USA
John is Director of Engagement with Family Enterprise USA (FEUSA). He is an experienced executive who partners with CEOs of both large and small businesses. He has worked with companies in multiple industry segments, spanning five continents as EVP and SVP. John holds an MBA from the University of Hartford and is a regular contributor to state economic and workforce development committees. FEUSA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses of all sizes and from all industries, and their lifetime of savings with Congress in Washington, D.C. It is a bi-partisan 501.c3 organization. www.family-enterppriseusa.com
This event is open to members and guests, and we welcome the extension of this invitation to your private and family business-owning clients.
RSVP by September 12, 2025.
Members can register through the portal here.
