10/05/2022
Join us for our next Family Business Legacy Series “Legislative Actions Impacting Family Business”, to learn more about current issues and legislative actions impacting family business with Pat Soldano, President of Family Enterprise USA.
About the Speaker
Pat Soldano is the President of Family Enterprise USA, which promotes the growth of family businesses in the US. In addition, she is the Founder and President of Policy and Taxation Group, which works with national legislators to reform/repeal the gift, estate, and generations skipping taxes. She is Principal Advisor to the Drucker School Global Family Business Institute, a member of CSUF Family Business Center, and facilitates the Women's CEO Affinity Group. Ms. Soldano is on the Family Business editorial committee for Trust & Estate Magazine and on the Investment Committee, Comp Committee, and Audit Committee for Alzheimer’s Orange County. Ms. Soldano received an MBA from Claremont Graduate School, The Drucker School, and a BA in Business Administration from Cal State University Fullerton.
Patricia M. Soldano has spent over 30 years providing family office services. She developed Cymric Family Office Services into a multi-family office in 1996, and sold it to GenSpring Family Offices in January 2009, where she was Managing Director of Western Region for GenSpring for 5 years and then a Family Office Consultant to GenSpring until December of 2017. Ms. Soldano is now a Family Business and Family Office Consultant working directly with families herself.
Family Enterprise USA was formed in 2007, and it represents all family businesses on a national level in DC; it is not unique to any industry. Its sole mission and purpose are to promote family businesses and their job growth in America. It is a 501(C)(3).
The Policy and Taxation Group is the leading advocacy organization working toward the repeal of the estate, gift, and generation-skipping transfer taxes, and against increased income and capital gain taxes, the creation of a wealth tax, and the related taxes impacting families, family businesses, and family offices. It is a 501 (C)(4).
RSVP: bit.ly/IFBrsvp
