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Patricia M. Soldano

Articles by Patricia M. Soldano
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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Absolute Perfection

This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 

Image courtesy of  Christie’s Images Ltd. 2013

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Life after wirehouse? 1

After 18 months in the industry, all at WFA, I will be leaving the firm. I have not had great success at a wirehouse. It started well in the apprentice period and the first 6 months, but I missed my hurdle at the 9 month mark and have been scraping by ever since. After taking a further look at the requirements for the next 3 years, I realize that my head is going to be on the chopping block for most of that time barring someone in my network hitting the Powerball. I take full responsibility for this, but I will add that my firm has offered me little, if any, support at the local level....More
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The Numbers Behind Social Security

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May 17, 2013
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Walnut Street Team Turns Down Cetera Deal to Join Boutique IBD

A $145 million AUM team from Walnut Street Securities has turned down a retention deal from Cetera to join SCF Securities....More
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The Checks Aren’t Always Equal: Why RIAs Should Tap Multiple Custodians for a Successful Practice

Challenging economic climates often bring unforeseeable opportunities. New opportunities could, of course, help your clients maximize their potential. With the evolution of new technologies, financial products and account needs, new custodians have emerged to provide specialized services....More

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