Costa Mesa
Address:
151 Kalmus Drive, Suite J-1
Costa Mesa, CA 92626
Phone:
714-641-1402
e-mail:
Patricia M. Soldano - President, Southern California
Patricia M. Soldano
President, Southern California
Patricia M. Soldano has spent over 25 years managing family offices, and established family offices for the Brown Family of California, the Plimpton Family of New Jersey, and the Field Family of Illinois. She developed Cymric Family Office Services into a multi-family office in 1996 and in January 2009 Cymric Family Office Services became part of GenSpring making Pat Soldano President of GenSpring Southern California.
In addition, Ms. Soldano is President of Policy and Taxation Group an organization that educates on the destructive effects of the estate tax to families and their businesses. As a registered lobbyist she has advocated for the reform of the estate tax by lobbying legislators and executive branch officials for the past 17 years, spending one week a month in Washington DC. "Death by a Thousand Cuts," a book written by Yale professors Ian Shapiro and Michael Graetz, chronicles her work and that of others over this time period.
Ms. Soldano, a registered investment advisor, received her MBA from Claremont Graduate School, and her BA in Business Administration from California State University, Fullerton. She is a member of the Women's Philanthropy Fund of Orange County, a member of the Board of Directors of Alzheimer's Association of Orange County, as well as its Policy Committee Chairman. She is also a member of The Paul Merage School of Business Advisory Board and member of the Center for Investment and Wealth Management.