Join Me For Family Governance and Corporate Governance; A Practical Approach

Certificate in Financial Management for the Family Office Managing and Building Wealth Through Effective Financial Management, Oversight, and Informed Investment Decisions This three day program introduces family office personnel and

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Wishing You All The Very Happiest Of New Years

Wishing you all the very happiest of New Years, with the hope that the surprises that lie ahead in 2018 are only of the most positive kind. This is perhaps

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SFOs Evolve As The Landscape Changes

By nature, each single family office (SFO) is unique, serving a range of functions from investment strategy and implementation to family management and more. Devising the precise approach and design

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Family Office And Wealth Management Industry Trends

The family office and wealth management industry is facing challenges front and center. These challenges range from proposed consumer-first legislation and regulation, to the emerging influence of millennials, to tax

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Download the “Snapping to Attention” article. Download the “Snapping to Attention” article. Read the full issue of Trusts & Estates magazine.    

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Industry And Estate Tax Update Letter, February 15, 2017

With the significant changes in Washington DC since my last letter in October 2016, I’d like to dive straight in with an Estate Tax update. HR 631 – The Death

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Pat Soldano Speaks On The Politics Of Estate Tax

Pat Soldano Speaks On “The Estate Tax; the Politics of it All” at ivyFON event in LA on 2/16/17    

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Industry And Estate Tax Update Letter, October 2016

Permit me to start this quarterly letter with an important update: In my last letter I said that the IRS had yet to issue its new proposed regulations for Section

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