Patricia M. Soldano
Founder, Policy and Taxation Group

Patricia M. Soldano has spent over 25 years managing family offices, providing full service, integrated services to many families. She developed Cymric Services into a multi- in 1996, and in January of 2009, she sold Cymric to GenSpring Family Offices, which serves many of the world’s wealthiest families and advises on over $11 billion of assets. Ms. Soldano was the Managing Director of Western Region and then a Family Office Consultant to GenSpring before retiring December of 2017. Ms. Soldano is now a Family Business Consultant working directly with families herself.

Ms. Soldano founded Policy and Taxation Group in 1995 after one of her “families” experienced a death of both daughter and mother and realized that no one was educating legislators about the destructive effects of the gift, estate and generation-skipping tax on families, businesses and the economy. The organization encourages estate tax reform/repeal through bipartisan outreach to members of Congress with personal visits from Ms. Soldano as well as assistance from Frank Luntz, Squire Patton Boggs, and McGuire Woods Consulting. Ms. Soldano has testified before the Ways and Means Committee for the Congress of the United States on the need for estate tax repeal and speaks nationally on the need for estate tax reform.

Ms. Soldano is a member of the Editorial Committee for High Net-worth Families for Trusts & Estates and is on the Board of Drucker Global Coalition at Claremont Graduate School where she is assisting with building a Global Family Business Institute. She also facilitates the Women’s CEO Affinity group at CSUF; Family Business Center and is an Advisory Board member for Alzheimer’s Orange County after serving as Advocacy Committee Chairman.

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, IMCA, and other newspapers and periodicals. She has been a presenter at national conferences throughout the United States, including IMCA, AICPA, Family Office Exchange, Institute for Private Investors (IPI) Forum, FFI, Lido Consulting, and many regional family office and family business forums.

 

Sharon Kerr
Controller

As Controller for Policy and Taxation Group, Sharon oversees the daily accounting and tax reporting functions of the organization. Sharon has over 25 years of experience as a CPA and financial advisor. For much of her career, she has worked with providing financial and accounting services for family offices, including working closely with Patricia Soldano and the Cymric Family Office for many years. Sharon holds her Bachelor of Science in Business Administration: Accounting from California State University, Northridge, is a CPA (Inactive Status) and currently resides in Seattle, Washington.

 

Aubrey Rothrock
Outside Counsel

Aubrey Rothrock has extensive experience in managing all aspects of government relations initiatives for large domestic and multinational corporations. His practice includes monitoring and analyzing legislative and regulatory developments; drafting federal legislation, amendments and congressional testimony; and working directly with members of Congress, their staffs, and the Administration to enact or oppose pending legislation.

Aubrey has been actively involved in the formation of numerous private-sector coalitions to reduce federal tax burdens and mitigate the impact of regulations in the areas of health benefits, financial services, environment, transportation and trade.

 

Charles D. (“Skip”) Fox IV
Outside Counsel

Skip Fox is a partner in the Charlottesville office of McGuireWoods LLP and chair of the firm’s Tax and Employee Benefits Department. Skip concentrates his practice in estate planning, estate administration, trust law, and charitable organizations. Skip has been on the faculty of the American Bankers Association’s National Trust School and National Graduate Trust School since 1987. He was an Adjunct Professor at Northwestern University School of Law where he taught from 1983 to 2005 and has been an Adjunct Professor at the University of Virginia School of Law since 2006. He speaks extensively around the country on estate planning topics and is the co-presenter of the long-running monthly teleconference series on estate planning and fiduciary law issues sponsored by the American Bankers Association. Skip has contributed articles to numerous publications and is a regular columnist for the ABA Trust Newsletter on tax matters. He is the author or co-author of seven books on estate planning topics. Skip is a Fellow and President-Elect of the American College of Trust and Estate Counsel. Skip received his A.B. from Princeton, his M.A. from Yale, and his J.D. from the University of Virginia. Skip’s wife, Beth, is a retired trust officer and they have two sons, Quent and Elm.

board-of-directorsBoard Of Directors

Ernie Pomerleau
President – Pomerleau Real Estate

Steve Elsberry
CEO – Elsberry Family Office

Brett Rousch
Chattanooga, TN

Pat Soldano
Founder of Policy and Taxation Group

Michael Lunceford
Mary Kay International