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Policy and Taxation Group Creates Advisory Board to Guide Critical Tax, Economic Policies for Family Offices, Successful Family Businesses
Five Member Group Offers Private Equity, Entrepreneur, and Legal Insights
Policy and Taxation Group, advocates on Capitol Hill for family offices and successful family-owned businesses, has formed a new Advisory Board to assist it in its economic and tax policy initiatives.
The new five member Policy and Taxation Group (PATG) Advisory Board consists of leaders from private equity, law, entrepreneurship, investment, family offices, and business strategy.
The Advisory Board will assist in developing priorities and policies that benefit and protect the interests of family offices, family businesses, and successful families, according to Pat Soldano, President, Policy and Taxation Group.
The PATG Advisory Board structure was initiated by private equity pioneer Robert F. Mancuso, founder and Chief Executive officer of Capri Capital Partners, Palm Beach, Fla. Mancuso was also the founding President and CEO of Merrill Lynch Capital Partners and launched Wall Street’s first captive private-equity fund.
Also joining the Advisory Board is Alexander Paul, lawyer and entrepreneur, founder of Nevada-based Wealthgate Trust Company and GIVE, a fintech philanthropy platform and Scott A. Allen, Partner in Tava Port Streets LP, a real estate development and investment company, based in Southern California.
Rounding out the board are Noah Hannon, Chief Operating Officer of ABS Legacy Partners, LLC, Hickory, N.C., and head of operational strategy and delivery of comprehensive family office services, and Kevin Bergman, President, Olympus Ventures, Minneapolis, Minn., a family office supporting Richard M. Schulze and future generations, including financial support for the Richard M. Schulze Family Foundation.
“With this team of advisors, along with our board of directors, Policy and Taxation Group will be provide our lawmakers in Congress with the most critical issues affecting the long-term growth and prosperity of our country’s strongest economic engine, America’s family-owned businesses,” said Soldano in announcing the Advisory Board. Soldano is also President of PATG’s sister organization, Family Enterprise USA.
Research shows family-owned businesses, the largest private employer in the country, account for 83.3 million jobs in some 32 million family businesses across the country. These businesses contribute $7.7 trillion annually to U.S. gross domestic product, according to research conducted by Family Enterprise USA and Policy and Taxation Group.
Family Enterprise USA and Policy and Taxation Group educate and advocate on behalf of family-owned businesses, family offices, and successful families on tax and economic policy issues with Congress.
For more information on the PATG Advisory Board and its members go to: PATG Advisory Board.
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The need for fact-based reporting of issues important to family offices and successful families and protecting a lifetime of savings has never been greater. Now more than ever, family offices and successful families are under fire. That’s why Policy and Taxation Group is passionately working to increase the awareness of issues important to family offices and successful families, while continuing to strengthen our presence on Capitol Hill.
Policy and Taxation Group is the Voice for Family Offices and Successful Individuals in Washington, DC focused exclusively on the critical tax and economic policies that impact them.
Since 1995, Policy and Taxation Group has been the leading advocacy group working to reduce and eliminate estate tax, gift tax, and generation skipping transfer tax while blocking increased income tax and capital gains taxes, the creation of a wealth tax, and other hostile tax policies that punish hardworking taxpayers and success.
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