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UHNW Institute Taps Policy and Taxation Executives Pat Soldano and John Marino for Advisory Board, Faculty Posts

UHNW Institute, the nonprofit think tank and learning exchange for ultra-high wealth families and family offices that serve them, has brought into its organization Pat Soldano and John Marino, both with the Policy and Taxation Group based here.

UHNW Institute, with a goal to provide ultra-high-net worth families and family offices with independent management tools and insights, has named Soldano to its Advisory Board. Soldano is also President of Family Enterprise USA and Policy and Taxation Group. Both non-profit organizations promote and advocate for job creation, growth, viability, and sustainability for family businesses.

Marino, Director of Strategic Partnerships & Business Development for Policy and Taxation Group, will be brought on as part of UHNW Institute’s teaching faculty and learning exchange.
Learn more about Soldano and Marino’s new faculty role, and about UHNW Institute.
Stay safe and healthy,
Pat Soldano
President; Policy and Taxation Group
[email protected]
712 H Street NE Suite 1091
Washington DC 20002
(202) 681-8365‬

Upcoming Events

  • February 7: Minneapolis Family Office Group MNFOG, Minneapolis, MN
  • March 9: U of Wisconsin, Madison, WI
  • March 23: Maine FBC Event
  • March 29: High Center FBC, Elizabethtown, PA
  • April 19 - 21: Transitions East, St Petersburg, FL
Voice of Family Business on Capitol Hill
Sign-Up For New Podcast: "Voice of Family Business on Capitol Hill" with host Pat Soldano.

Join our growing family of podcast listeners by clicking on the links below to our new podcast, "The Voice of Family Business on Capitol," where each episode delves into the major issues facing family businesses and family business centers today. Subscribe by clicking on these links, or wherever you get your podcasts.
We hope you’ve enjoyed this article. While you’re here, we have a small favor to ask…

As we prepare for what promises to be a pivotal year for America, we’re asking you to consider becoming a supporter.

The need for fact-based reporting of issues important to multi generational businesses and protecting a lifetime of savings has never been greater. Now more than ever, multi generational businesses and family businesses are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to generationally-owned family businesses built on hard work, while continuing to strengthen our presence on Capitol Hill.
About Policy and Taxation Group
Policy and Taxation Group is your voice in Washington on economic freedom. We advocate for policies that allow American families to fully enjoy the economic liberties and benefits of a robust free market unique to our nation. For over 25 years, we have been the loudest voice in the nation’s capital on eliminating the death tax. This ill-conceived tax has a destructive impact on families, family businesses, job creation, and the national economy.
Have questions or would like more information about becoming a Supporter or donating? Please contact John Marino at [email protected].
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