Episode 35 - Dedicated To Promoting Family Businesses with Pat Soldano

Pat Soldano is the President of Family Enterprise USA; its mission is to promote the growth of family businesses in the US. In addition, she is the Founder and President of Policy and Taxation Group; it works with national legislators to reform/repeal the gift, estate, and generations skipping taxes. She is Principal Advisor to the Drucker School Global Family Business Institute, a CSUF Family Business Center member, and facilitates the Women's CEO Affinity Group. Pat is on the Family Business editorial committee for Trust & Estate Magazine and on the Investment Committee, Comp Committee, and Audit Committee for Alzheimer’s Orange County. Pat received an MBA from Claremont Graduate School, The Drucker School, and a BA in Business Administration from Cal State University Fullerton.Patricia M. Soldano has spent over 30 years providing family office services. She developed Cymric Family Office Services into a multi-family office in 1996 and sold it to GenSpring Family Offices in January 2009. She was Managing Director of Western Region for GenSpring for five years and then a Family Office Consultant to GenSpring until December of 2017. Ms. Soldano is now a Family Business and Family Office Consultant working directly with families herself.To learn more about Pat Soldano, you can check out the links below.Website - https://familyenterpriseusa.com/Website - https://policyandtaxationgroup.com/If you enjoyed today’s episode, please subscribe, review and share with a friend who would benefit from the message. If you’re interested in picking up a copy of Jonathan Goldhill’s book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.