Patricia M. Soldano

M. Soldano

Patricia M. Soldano has spent over 25 years managing family offices, providing full service, integrated family office services to many families. She developed Cymric Family Office Services into a multi-family office in 1996, and in January of 2009 Cymric became part of GenSpring Family Offices, which serves many of the world’s wealthiest families and advises on over $16 billion of assets. Pat Soldano is now the Managing Director of Client Service for the firm’s Western Region.
Ms. Soldano received her MBA from Claremont Graduate School and her BA in Business Administration from California State University, Fullerton. A recognized speaker on the topic of family wealth, she has been published in Trusts & Estates magazine, Private Wealth, The Washington Post, Forbes, Wealth Managermagazine, Fund Fire, Infovest, and other newspapers and periodicals. She is a regular presenter at national conferences throughout the United States, including The Investment Advisor Association, AICPA, USC Family Business Program, Family Office Exchange (FOX) Forum, Institute for Private Investors (IPI) Forum, Investment Management Institute and many others.
Ms. Soldano founded Policy and Taxation Group in 1995 to educate about the destructive effects on families, of the gift, estate and generation skipping tax. The organization encourages estate tax reform and has testified before the Ways and Means Committee for the Congress of the United States.
Ms. Soldano is a member of the Editorial Committee for High Net-worth Families for Trusts & Estates. She also serves on the Advisory Board of the Paul Merage School of Business at UC/Irvine and is the current Co-Chair of its Center for Investment and Wealth Management. She is a Board member of "The Trusteeship" (International Women's Forum, Southern California), a Member of the Women's Philanthropy Fund of Orange County United Way and former Policy Committee Chair for the Alzheimer's Association of Orange County.

Do Millennials Need Family Offices?
The family office that doesn’t take a hard look at how to change its model to accommodate Millennials—from investing to communication—will falter.
A Historic Overview of Legislation 
Patricia M. Soldano and Michael Palicz provide a brief history of the course of estate tax legislation and a look at how its purpose has transformed over the years.
Millennials and the Family Office 
Patricia M. Soldano and Lauren Benenati explain why the family office that doesn’t take a hard look at how to change its model to accommodate Millennials—from investing to communication—will falter.
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IRS Releases Draft Instructions for Form 706
The IRS has recently released a draft of instructions for Form 706 concerning estates of decedents who died after Dec. 31, 2015.
How 2016 Election May Affect Estate Planning
If presumed Democratic nominee Hillary Clinton wins the general election, it's anticipated that many of her policies will be in line with the current budget proposals of the Obama administration.
Family Offices Make Way for a New Generation
The technologically advanced next generation will challenge the delivery of services, methods of communication and investment decision-making of today's family offices.
Make Way for a New Generation 
Patricia M. Soldano explains why its pivotal for a family office to figure out the best ways to meet and communicate with millennials
Estate Tax Repeal? 1
March 3, 2015 marked a significant day in the fight for estate tax repeal, with the introduction of HR 1105, the Death Tax Repeal Act of 2015.
Invest With Purpose 
Patricia M. Soldano discusses why planners should urge their clients to "invest with purpose"
Engaging the Next Generation in Philanthropy 
Introducing children to philanthropic endeavors is an excellent way of demonstrating family values and attaching meaning to money.
Paper Chase: Ellen Miley Perry, A Wealth of Possibilities: Navigating Family, Money, and Legacy  1
Patricia M. Soldano summarizes this recently published book
Lessons Learned After 25 Years of Family Office Management 
Patricia M. Soldano reflects on how the role of family office advisor has changed in the last 25 years
Review of Reviews: Facebook's Afterlife 
Patricia M. Soldano reviews Professor Jason Mazzone's recent article
The Next Frontier in Internet Security 
David S. Ascher and Patricia M. Soldano elaborate on how you can help you high-net-worth clients manage their internet reputation
Families Must Think Creatively 
Families who have had to face the estate tax know that it can destabilize their family businesses and create major headaches for their children and grandchildren.
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