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About Pat | 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

About Pat Soldano

Pat Soldano spent over 30 years providing family office services as owner of Cymric Family Office Services, and then as Managing Director of Western Region for GenSpring for 5 years and then a Family Office Consultant.

Currently she is President of Family Enterprise USA; its mission is to promote the growth of generational owned family businesses in the US, and President of Policy and Taxation Group, which she formed in 1995, that works to reduce onerous tax and economic policies for successful families, family offices and family business.