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Unlock Growth: Optimize Your Shareholder Liquidity Strategy
Policy and Taxation Group’s Pat Soldano to Speak on New Family Office ‘Mindset’ at IVYFON’s Los Angeles Family Office Forum
The Century City Live and Online Event Features a Deep Dive into Family Office Issues and Trends at This Year’s Two-Day Forum, May 8-9
The two-day Ivy Family Office Network Forum this year features a deep dive into “Family Office Trends ,” with Pat Soldano, Founder and President of the Policy and Taxation Group , as one of its featured speakers.
The IVYFON event, held in Century City from May 8-9 , focuses on economics, alternative investment strategies, hard assets, energy transition, the private investment outlook, and Next Generation transitioning.
The online and live forum will be live streamed to some 300-350 people and will be broadcast globally each day.
Soldano will be featured on Day 2 of the event, which includes such other headliners as MK Campion of Avior Institutional, Art Bilger of WorkingNation, Julian Adams of Stand Up To Cancer, Alan Snyder of Shinnecock Partners/aShareX, John Molina of Pacific6, and Jesse Draper of Halogen Ventures.
Policy and Taxation Group (PaTG) is a bipartisan, non-profit Policy and Taxation Group based in Washington, DC. PaTG is the voice of family offices and successful individuals and is focused exclusively on the tax and economic Issues that impact them.
The IVYFON Family Office 2024 Trends Forum is being held at the offices of Greenberg Glusker from 8AM – 5PM Eastern Time on both days. Soldano will make her presentation on Day Two of the forum from 2:40PM – 3:05PM EST.
“As many generationally-owned family businesses look to transition to the next generation, the role of the family offices is also transitioning from a strictly investment approach to a more holistic approach,” says Soldano. “There is a need today, and in future, to have more integrated solutions that work throughout the course of a lifetime, and for the next generation,” she says. “I look forward to sharing these trends with the IVYFON audience at this year’s forum.”
Soldano is also President of the bipartisan Family Enterprise USA, which advocates for family businesses.
For more information go to https://ivyfon.com/may8-9forum/agenda.html .
Registration can be made online via (free) Zoom here – https://ivyfon.com/may8-9forum/registration.html .
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The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Family Enterprise USA is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill. The issues we fight for or against with Congress in Washington DC include high income tax rates , possible elimination of valuation discounts, increase in capital gains tax , enactment of a wealth tax , and the continued burden of the gift tax , estate tax and generation skipping tax .
Family Enterprise USA promotes generationally owned family business creation, growth, viability, and sustainability by advocating for family businesses and their lifetime of savings with Congress in Washington DC. Since 2007, Family Enterprise USA has represented and celebrated all sizes, professions and industries of family-owned enterprises and multi-generational employers. It is a bi-partisan 501.c3 organization. Family foundations can donate.
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The post Pat Soldano to Speak at IVYFON’s LA Family Office Forum appeared first on Family Enterprise USA .
Family Enterprise USA is the organization that represents all family businesses on a national level in DC; it is not unique to any industry. Family Enterprise USA is different from other organizations because it represents and advocates for the families of family businesses and the issues, they face running their businesses every day. Our sole mission and purpose is to promote family businesses and their job growth in America. We also support the work of Family Business Centers across the country. We hope your family will choose to be a member of Family Enterprise USA.