Family Businesses; Voters Concerns;
Legislative Solutions


Family Businesses; Voters Concerns; Legislative Solutions

Family Businesses employee 62% of all workers in the US and generate 64% of GDP, yet they face challenges from Congress each day. The voter wants both political parties to address their issues, as the divide grows between voters, and both parties move further toward the extreme of their base.

Learn what family businesses want and what they are doing to bring attention to their challenges. Hear what the voters want from Congress and how Congress is attempting to address the concerns of the voters, and family businesses. What possible legislative action will be taken and what are the opportunities for change.


About the Presenter:

Learn from industry expert Pat Soldano, Founder and Chairman of Policy and Taxation Group.

Meet the Presenter


This event is free to attend! Thank you to our Sponsors:

This meeting will be held at Maggiano’s South Coast Plaza.

Address: 3333 Bristol Ave. Costa Mesa, CA 92626


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenter

Pat Soldano

Pat Soldano

Founder and Chairman of Policy and Taxation Gro

Meet Pat Soldano.

Patricia M. 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, 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 is President of Family Enterprise USA; its mission is to promote the growth of family businesses in the United States. She is also a Drucker School Senior Fellow and Chair of the Founding Board and Principal Advisor at the Drucker School Global Business Institute; Claremont Graduate School. She also facilitates the Women’s CEO Affinity group at CSUF; Family Business Center and is an Advisory Board member and Investment Committee member for Alzheimer’s Orange County after serving as Advocacy Committee Chairman. She was former Co-Chair of The Center for Investment and Wealth Management at UCI, on the Executive Committee and on the Advisory Board of Paul Merage School of Business at UCI. She is a member of the Editorial Committee for High Net-worth Families for Trusts & Estates.

In 1995 Ms. Soldano founded Policy and Taxation Group and served as its President until 2019; she now serves as Chairman of the Board.  The organization encourages estate tax reform/repeal through bipartisan outreach to members of Congress.

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.

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CEPA Credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).