Patricia M. Soldano

Patricia
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.

Articles
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.
Collaboration From the Family Office Perspective
For those of us in the business of providing client services, success is heavily dependent on our ability to offer the most comprehensive, cutting-edge
Reputation Management in the Internet Age
Ripped from the headlines: CEO Faces $7 Million Judgment After Son's Driving Conviction in The Financial News Daily; Businesswoman Fires Nanny, Gets Slapped
The Candidates On Estate Tax Reform
While neither the presumptive Republican nor Democratic candidate for president has been very vocal about estate tax reform legislation, both have expressed
Estate Tax Reform?
While estate tax reform doesn't seem as pressing these days as the Iraq war or immigration, it is an important enough issue that members of the U.S. Senate,
SFO to MFO Conversions
Many wealthy families are tempted to convert their single-family offices (SFOs) into a multi-family office (MFOs). The hope is that sharing their office
Why Families Will Plan With Or Without The Death Tax
Families will continue to plan for the passage of assets from one generation to another in a prudent, practical manner whether or not they have to account for gift and estate taxes.
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