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Pat Soldano | Pat Soldano, family office services provides investment management, bill paying, family office wealth management, estate planning, trust administration, foundation and philanthropy administration, tax planning, tax preparation and other family office services

30 Years

30 years; working with families, operating a family office, helping families to run their businesses and educating legislators about family’s economic issues

Recognized Expert

National family office and family business speaker and published author

Takes Action

Meets regularly with Members of Congress in DC for 25 years, advocates for family businesses