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Presentations | 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

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

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”

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”

CONTACT PAT

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

 

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”

CONTACT PAT

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”
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”

CONTACT PAT