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Policy and Taxation Group’s Pat Soldano to Speak on New Family Office ‘Mindset’ at IVYFON’s Los Angeles Family Office Forum

The Century City Live and Online Event Features a Deep Dive into Family Office Issues and Trends at This Year’s Two-Day Forum, May 8-9


The two-day Ivy Family Office Network Forum this year features a deep dive into “Family Office Trends,” with Pat Soldano, Founder and President of the Policy and Taxation Group, as one of its featured speakers.

The IVYFON event, held in Century City from May 8-9, focuses on economics, alternative investment strategies, hard assets, energy transition, the private investment outlook, and Next Generation transitioning.

The online and live forum will be live streamed to some 300-350 people and will be broadcast globally each day.

Soldano will be featured on Day 2 of the event, which includes such other headliners as MK Campion of Avior Institutional, Art Bilger of WorkingNation, Julian Adams of Stand Up To Cancer, Alan Snyder of Shinnecock Partners/aShareX, John Molina of Pacific6, and Jesse Draper of Halogen Ventures.

Policy and Taxation Group (PaTG) is a bipartisan, non-profit Policy and Taxation Group based in Washington, DC. PaTG is the voice of family offices and successful individuals and is focused exclusively on the tax and economic Issues that impact them.

The IVYFON Family Office 2024 Trends Forum is being held at the offices of Greenberg Glusker from 8AM – 5PM Eastern Time on both days. Soldano will make her presentation on Day Two of the forum from 2:40PM – 3:05PM EST.

“As many generationally-owned family businesses look to transition to the next generation, the role of the family offices is also transitioning from a strictly investment approach to a more holistic approach,” says Soldano. “There is a need today, and in future, to have more integrated solutions that work throughout the course of a lifetime, and for the next generation,” she says. “I look forward to sharing these trends with the IVYFON audience at this year’s forum.”

Soldano is also President of the bipartisan Family Enterprise USA, which advocates for family businesses.

For more information go to https://ivyfon.com/may8-9forum/agenda.html.

Registration can be made online via (free) Zoom here – https://ivyfon.com/may8-9forum/registration.html.

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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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