151 Kalmus Drive, Suite J-1
Costa Mesa, CA 92626
Patricia M. Soldano
Managing Director of Client Service, Western Region
Managing Director of Client Development, Western Region
Patricia M. Soldano has spent over 25 years managing family offices, providing full service, integrated family office services to many families. She developed Cymric Family Office Services into a multi-family office in 1996, and in January of 2009 Cymric became part of GenSpring Family Offices, which serves many of the world’s wealthiest families and advises on over $16 billion of assets. Pat Soldano is now the Managing Director of Client Service for the firm’s Western Region.
Ms. Soldano received her MBA from Claremont Graduate School and her BA in Business Administration from California State University, Fullerton. A recognized speaker on the topic of family wealth, she has been published in Trusts & Estates magazine, Private Wealth, The Washington Post, Forbes, Wealth Manager magazine, Fund Fire, Infovest, and other newspapers and periodicals. She is a regular presenter at national conferences throughout the United States, including The Investment Advisor Association, AICPA, USC Family Business Program, Family Office Exchange (FOX) Forum, Institute for Private Investors (IPI) Forum, Investment Management Institute and many others.
Ms. Soldano founded Policy and Taxation Group in 1995 to educate about the destructive effects on families, of the gift, estate and generation skipping tax. The organization encourages estate tax reform and has testified before the Ways and Means Committee for the Congress of the United States.
Ms. Soldano is a member of the Editorial Committee for High Net-worth Families for Trusts & Estates. She also serves on the Advisory Board of the Paul Merage School of Business at UC/Irvine and is the current Co-Chair of its Center for Investment and Wealth Management. She is a Board member of "The Trusteeship" (International Women's Forum, Southern California), a Member of the Women's Philanthropy Fund of Orange County United Way and former Policy Committee Chair for the Alzheimer's Association of Orange County.
As managing director of client development for GenSpring’s Western Region, Alan is responsible for introducing wealthy families and investors to GenSpring’s unique family office platform and comprehensive service capabilities. Alan is a 33-year industry veteran specializing in tailoring the optimal combination of advice and solutions across a wide range of wealth management topics to best meet a family’s specific needs and objectives.
Prior to joining GenSpring, Alan held a 13-year career as Managing Director at Wilmington Trust in Los Angeles where he was responsible for establishing and maintaining client relationships, specifically working with affluent families to help them solve their complex, multi-disciplinary financial needs.
Alan earned a Bachelor of Arts degree from the University of Southern California (USC) and served as a former board member of USC Associates. A Southern California native, Alan is actively involved in the Los Angeles community holding leadership positions in several prominent organizations, including serving on the board of The California Club, and is a member of The Los Angeles Country Club and San Gabriel Country Club. Alan and his wife were founding members of the Huntington Hospital N.I.C.U. Juniors, a fundraising group supporting the families of the babies being treated in the hospital’s Neonatal Intensive Care Unit.