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 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 President of Family Enterprise USA; its mission is to promote the growth of family businesses in the US, and she is President of Policy and Taxation Group, dedicated to reforming/repealing the gift, estate, and GST taxes. She is Principal Advisor to the Drucker School Global Family Business Institute, and a member of CSUF Family Business Center and on Family Business Editorial Committee for Trust & Estate Magazine. She serves 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.