How to help more Single Family Offices and meet their needs

November 16th, 2018

Our speaker on this day will be Pat Soldano.


Ms. Soldano has spent over 25 years managing family offices, providing full service, integrated family office services to many families. She developed Cymric Family Office Services into a multi-family office in 1996, and in January of 2009, she sold Cymric to GenSpring Family Offices. Ms. Soldano was the Managing Director of the Western Region and then a Family Office Consultant to GenSpring before retiring December 31, 2017. Ms. Soldano is now a Family Office consultant working directly with families herself.

She will discuss best practices around setting yourself apart from the competition, and truly positioning yourself on the side of your ultra high net worth families and individuals.