Family Office Investment 
Symposium 2023

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 to GenSpring Family Offices in January 2009, where she was Managing Director of Western Region for GenSpring for 5 years and then a Family Office Consultant to GenSpring until December of 2017.

Ms. Soldano is President of Family Enterprise USA; its mission is to promote the growth of family businesses in the US and President of Policy and Taxation Group which works with Congress to eliminate taxes that punish hard work and success. She is Principal Advisor and Senior Fellow to the Drucker School Global Family Business Institute, and a member of CSUF Family Business Center facilitating the Women in Leadership Affinity Group, as well as on Family Business editorial committee for Trust & Estate Magazine. She is on the Advisory Board, Investment Committee, Comp Committee, and Audit Committee for Alzheimer’s Orange County. Ms. Soldano received an MBA from Claremont Graduate School, The Drucker School and a BA in Business Administration from Cal State University Fullerton.