What Has Been Accomplished

What Has Been Accomplished Legislative Priorities for 2026 2025 Accomplishments for Policy and Taxation Group 2025 Plan for Policy and Taxation Group Continue as the Voice of Family Offices and Successful Individuals in Washington, DC, focused exclusively on the...
Campaign Trail – Donald Trump

Campaign Trail – Donald Trump

Michael Bloomberg Bloomberg released his tax plan over the weekend, and it would introduce a number of tax increases that would likely result in the candidate himself paying higher taxes. Below, we’ll go through the key parts of the new Bloomberg tax plan. The...

From the President – 7-12 – Weekly Update

[vc_row][vc_column][vc_column_text] It took a while, but the dueling letters” by the wealthy to either tax them more or figure out better ways to create wealth opportunities for others has just gotten another response.    While it will come as no...

Our Team

Our Team Patricia M. SoldanoFounder & President, Policy and Taxation Group Pat Soldano spent over 30 years providing family office services as owner of Cymric Family Office Services, and then as Managing Director of Western Region for GenSpring for 5 years and...