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Presentations - Pat Soldano

Presentation Topics Include:

  • Family Office industry history, trends, organization, and operation.
  • Tax and Economic Concerns of families and family business
  • Political implications and status of tax and economic legislation
  • Family Business sustainability concerns and solutions

Customized topics upon request

Presentations

2024

  • February 13th-14th; Ivy Family Office Network Event New York City, NY; “Protecting the Wealth of Family Businesses & Family Office in a Volatile Tax Environment”.
  • March 14; Regional PATG and FEUSA event in Little Rock, AR; “Protecting the Wealth of Family Businesses & Family Office in a Volatile Tax Environment”.
  • April 9; University of San Diego; “FEUSA Annual Family Business Survey Results; Legislative Update”.
  • April 16; Los Angeles; Lido Consulting; “Trends in the Family Office Industry”.
  • April 18: University of Pittsburg; “FEUSA Annual Family Business Survey Results; Legislative Update”.
  • April 23; Cal State Fullerton University; “FEUSA Annual Family Business Survey Results; Legislative Update”.
  • April 24: Atlanta; The 50; ; “FEUSA Annual Family Business Survey Results; Congressional Family Business Caucus”.
  • June 4; Regional Event with Brown & Streza LLP, Orange County, CA; ; “FEUSA Annual Family Business Survey Results; Legislative Update”.
  • June 6; Chicago; Loyola Family Business Center; “FEUSA Annual Family Business Survey Results; Legislative Update”.
  • June12; Family Business Alliance- U of Toledo; “FEUSA Annual Family Business Survey Results; Legislative Update”.
  • June 18; SDTC in Minneapolis; “FEUSA Annual Family Business Survey Results; Legislative Update”.
  • August 13; Cal State Fullerton; Center for Family Business; CA; Workshop; Family Offices; History and Trends”.
  • September 12; U of Denver FBC; “FEUSA Annual Family Business Survey Results; Legislative Update”.

Presentations

2023

  • Jan 23; UNC Ashville; Family Business Forum; “118th Congress; Family Business Legislative Possibilities and Election Voter Attitudes”
  • Jan 25; Phoenix: SPB/PATG event; “118th Congress; Family Business Legislative Possibilities and Election Voter Attitudes”
  • February 7; Minneapolis Family Office Group; “118th Congress; Family Business and Family Office Legislative Possibilities and Election Voter Attitudes”
  • February 28; Congressional Family Business Caucus in DC; “2023 FEUSA Annual Family Business Survey”
  • March 22,; OC; Family Business Association; “2023 FEUSA Annual Family Business Survey and Legislative Update”
  • March 27- Podcast with Daniel Van Der Vliet of Smith Family Business Initiative at Cornell
  • March 29; High Center Lancaster, PA CEO lunch; “FEUSA 2023 Annual Survey; Family Business Legislative Possibilities and Election Voter Attitudes”
  • March 30; Homrich Berg event, Atlanta; “FEUSA 2023 Annual Survey; Family Business Legislative Possibilities and Election Voter Attitudes”
  • May 3; Sacramento: Family Business Association Annual meeting; “FEUSA 2023 Annual Survey; Family Business Legislative Possibilities and Election Voter Attitudes”
  • May 10, 2023; High Center Directors; Pat to present FEUSA survey results; virtual
  • MAY 16 in DC ;FEUSA/PATG;FAMILY BUSINESS CENTERS; Executive Directors in DC; Second Congressional Family Business CAUCUS meeting
  • MAY 17 in DC ; FEUSA/PATG; PRIVATE DIRECTORS GOVERNANCE SUMMIT HILL MEETINGS
  • May 31; Penn State Family Business Center; “2023 FEUSA ANNUAL FAMILY BUSINESS SURVEY”; VIRTUAL
  • June 1st Chicago Loyola Family Business Center with USI/Chubb; ; “FEUSA 2023 Annual Survey; Family Business Legislative Possibilities and Election Voter Attitudes”; in person
  • June 2 MN; PATG event in Minneapolis; “FEUSA 2023 Annual Survey; Family Business Legislative Possibilities and Election Voter Attitudes”; in person
  • June 29- U of Northern Iowa;” FEUSA 2023 Survey Results; 10AM Pacific-FBC- -Virtual
  • July 11- University of Toledo- Survey Results Presentation Noon EST- Virtual-Pat
  • August 9 Denver; Madison Consulting; “FEUSA 2023 Annual Survey; Family Business Legislative Possibilities and Election Voter Attitudes
  • August 10 PATG Event in Chattanooga, TN – Walden Club; “FEUSA 2023 Annual Survey; Family Business Legislative Possibilities and Election Voter Attitudes”
  • SEPTEMBER 20TH ANNUAL FEUSA/PATG MEMBERS/SUPPORTERS MEETING IN DC; 3rd Congressional Family Business Caucus meeting
  • November 16; Family Business Alliance, Grand Rapids, MI; “FEUSA 2023 Annual Survey; Family Business Legislative Possibilities and Election Voter Attitudes”

CONTACT PAT

Presentations

2022

  • Feb 9: FOX; “Examining Family Businesses: Economics, Legislative Concerns, and Key Challenges”
  • Feb 22: DSS; Pacific Club Orange County; “War on the Wealthy: Congress and Voters”
  • March 21: Stevens Family Business Center, Michigan; “Family Business Economic Impact: Legislative Issues and Voter Attitudes”
  • April 20: U of Pittsburg, Family Business Center; “Examining Family Businesses: Economics, Legislative Concerns, and Key Challenges”
  • April 22: Lido Consulting, Annual Family Office Investment Symposium in LA; “War on the Wealthy: A Conversation with Dr. Frank Luntz and Pat Soldano”
  • May 17: Northern Trust Advisory Board; Chattanooga TN; “Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results”
  • June 3: Alliance for Family Business Center Directors; “FEUSA 2022 Annual Family Business Survey Results and Family Business Research”
  • June 18: University of Wisconsin; Family Business Center; “FEUSA 2022 Annual Family Business Survey Results and Family Business Research”
  • June 14: Ways and Means Staff Members in DC; “FEUSA 2022 Annual Family Business Survey Results and Family Business Research”
  • June 21: CSUF Family Business Center; “FEUSA 2022 Annual Family Business Survey Results and Family Business Research”
  • June 23: University of Toledo; Family Business Center; “FEUSA 2022 Annual Family Business Survey Results and Family Business Research”
  • July 15: The Fifty; “Economic Impact of Family Offices and Multigenerational Family Businesses, Legislative Possibilities, and Voters Attitudes of the Successful”
  • August 11: BNY Mellon; “FEUSA 2022 Annual Family Business Survey Results and Family Business Research”
  • September 8: University of Fresno, Family Business Center; “Family Business Economic Impact: Legislative Issues and Voter Attitudes”
  • October 12; Family Business Association; Tustin CA; “2022 FEUSA Survey Results for 2022 and Legislative Update”.
  • October 13: Hand Tool Institute: Chicago; “Family Business Economic Impact: Legislative Issues and Voter Attitudes”
  • October 20; Institute for Family Owned Business in Maine; “Family Business Economic Impact: Legislative Issues and Voter Attitudes”
  • October 23: American Trucking Association; San Diego “Family Business Economic Impact: Legislative Issues and Voter Attitudes”
  • October 26; LMU Family Business Entrepreneurship Center; “Tax and Legislative Economic Concerns”
  • October 28; Prairie Family Business Association; So Dakota: Family Business Economic Impact: Legislative Issues and Voter Attitudes”
  • November 15; Tolleson Wealth Management; Dallas; “Family Business and Legislative Update”
Presentations

2021

  • Jan 12; IVY FON; “The Future for Family Businesses; Best Practices; virtual
  • Jan 14; Dr Jeremy Lurey; Family First series; “What Successful Family Businesses Need to Know for 2021 and the New Administration”; virtual
  • April 14; Cornell: Connected Conversations: FEUSA Research and Survey; virtual with Torsten and Dann
  • April 22; BNY Mellon; FEUSA Economic Family Business Research and 2021 Family Business Survey; virtual
  • April 29; CFMB, Family Office Group; Family Business Economic Impact, Family Business Issues and Voter Attitudes” 2021; virtual
  • May 13; CSUF Family Business Center; ” Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results”; virtual with Torsten and Dann
  • May 19; Lido; “Family Business Economic Impact, Family Business Issues and Voter Attitudes” 2021; virtual
  • May 20; YPO; Empire Chapter Forum; NY, “Family Business and Legislative Priorities; Concerns and Legislative Solutions “, virtual
  • May 24; Family Business Estate Tax Coalition; “Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results”; virtual
  • June 8; Alliance of Family Business Center Directors; ” Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results”; virtual with Dan Van De Vliet
  • June 9; Americans for Tax Reform; DC; virtual; rate reduction bill, step up elimination, family business economics
  • June 10; South Texas Property Rights Association; Susan Kibbe; “Family Business and Voter Priorities: Concerns and Legislative Solutions”; virtual
  • June 11; Dave Ogburn (BNY Mellon) (Amy Cole) Providers in SF virtual;
  • June 24; Jonathan Goldhill; pod cast; FEUSA Survey and Econ Research
  • July 12: Family Firm Institute; Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results”; virtual with Torsten and Dan
  • July 22; Whittier Trust; “ Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results”; virtual
  • September 16; UCONN School of Business, Family Business Program; “Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results; virtual
  • September 29; Entrepreneur and Family Business Council at DePaul University; “Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results; Virtual
  • October 19; NT Advisory Board; Chattanooga TN; “ Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results”; in person
  • October 28; PV Family Business ProAdvisors Group: Meegan Johnson; FEUSA Survey and Research and Political Climate; virtual
  • November 4; FORT Denver CO; Taylor Kirkpatrick; “Family Business Economic Impact, Family Business Issues and Voter Attitudes”; in person
  • November 5th; FFOF; Florida; Jonathan Diamond; “Economics Impact of Family Business in the US and 2021 FEUSA Family Business Survey Results”
Presentations

2020

  • March 11; Drucker School Global Family Business Institute, Claremont Graduate School; moderate panel; “What are the Necessary Steps to Prepare for Family Succession”.
  • April 15; Drucker School, Claremont Graduate School; Guest speaker; Family Business Management class; virtual
  • May 20; IVY FON; present FEUSA 2020 Annual Survey Results; virtual
  • June 4; Family Business Centers Directors Alliance; FEUSA 2020 Annual Family Business Survey Results; virtual
  • June 19; Family Business Magazine; The Future of Family Business; moderate panel of family business owners; virtual
  • June 23; Family Business Estate Tax Coalition members; FEUSA 2020 Annual Family Business Survey Results; virtual
  • July 1; Drucker School, Claremont Graduate School; FEUSA 2020 Annual Family Business Survey Results; virtual
  • July 1; S Corporation; Washington DC; FEUSA 2020 Annual Family Business Survey Results; virtual
  • July 8; BNY Mellon; presented FEUSA 2020 Annual Family Business Survey Results; virtual
  • August 6; Bill Black Exit Radio; FEUSA 2020 Survey Results
  • September 15; BNY Mellon & Family Business Survey Webcast
  • October 7; Pepperdine/Lido Family Office Certificate Class: Pepperdine University; virtual “The Family Office and the Business of the Family for Future Generations”
  • October 13; CSUF Center for Family Business; “CA/US Ballot Issues and Candidates” virtual
  • October 27; PRMA 7th Annual Summit; “The New Frontier in Relationship Management with Family Offices”: virtual
  • November 12; Florida Family Office Forum; “Taxes, The Election Effect and Family Business in 2021”; virtual

 

CONTACT PAT

Presentations

2019

  • January 16; Huntington Beach; CSUF Family Bus Center; panel member on “Federal Legislative Issues and Concerns for Family Business”
  • April 18; Claremont Graduate School; Drucker Global Family Business Institute; panel; “Maintaining the Balance of Family and Business”
  • May 7; Chicago; Family Office Network; “Tax Policy; What Now”
  • May 14; Newport Beach; Ivy FON; “Tax Policy; What Now?”
  • June 27; Claremont Graduate School; Drucker Global Family Business Institute: panel of family businesses; “Transitioning out of the Business”
  • July 15; Claremont Graduate School; Podcast with Dani Novack; “Rising Generation”
  • August 6: Pro Advisors; Woodland Hills; “Voter Issues and Family Business”
  • August 14: Claremont Graduate School; Drucker Global Family Business Institute: panel of family businesses; “Passing the Business On”
  • September 17; Ivy FON; Newport Beach; “Voter Attitudes, Tax Policy and Family Business”
Presentations

2018

  • February 13; IPI Winter Forum; Wharton, SF; “The Politics of Tax Policy”
  • February 26; Lido Consulting; Santa Monica; “Family Office Trends”
  • April 3; Private family group; Newport Beach; “The Politics of Tax Policy”
  • April 3; Lincoln Club; Newport Beach: “The Politics of Tax Policy”
  • May 18, 2018; Seattle, WA; Root family; “The Politics of Tax Policy”
  • May 21; Hero City, Draper University; “The Politics of Tax Policy
  • June 15; Ivy FON; Newport Beach, “Trends in the Family Office Industry”
  • June 21; Minneapolis, MN; “The Politics of Tax Policy”
  • September 20; Exit Coach Radio Show; “FEUSA family Business Survey Results”
  • September 24; Lido/Pepperdine at Pepperdine University, Malibu; “Family Governance and Corporate Governance”

CONTACT PAT

Presentations

2017

  • 1/19; FOX; Phoenix; “The Estate Tax; the Politics of It All”
  • 2/16; Ivy FON; LA Downtown; “The Estate Tax; The Politics of It All”
  • 2/23; FOX Senior Exec Council; Phoenix; “The Estate Tax; The Politics of it All”
  • 3/10; IVY FON; Austin, TX; “The Estate Tax; The Politics of It All”
  • 3/16; FOX Executive Council; Phoenix; “The Estate Tax; the Politics of It All”
  • 3/18; GenSpring; Discussion; Sarasota, FL; “Estate Tax Update”
  • 4/21; Cal State Fullerton; “Women in Leadership”
  • 5/18; Florida Family Office Forum; West Palm Beach; “Estate Tax Update”
  • 9/13; CCC Alliance in Boston; “Estate Tax Update”
  • 9/14; Chicago; Wally Head/FOX; “Estate Tax Update”
  • 9/26; DC; Association of Trusts Organization; “Legislative Changes”
  • 10/5; FORT; Family Office Group in Denver; “Estate Tax Update”
  • 10/12-13; FOX Executive Council; Dallas; “Estate Tax Update”
  • 10/24; Ivy FON SF; “Trends in the Family Office Industry”
  • 11/9-10; FOX Owner Operator Council; Dallas, “Estate Tax Update”
  • 11/14; Ivy FON: LA; “Trends in the Family Office Industry”