Public Policies Impacting Women-Owned Businesses

Web Cast hosted by the National Women's Business Council. Patricia Soldano has spent over 20 years working as a family office executive. As the C E O and owner of Cymric Family Office Services, since 1996, she has led the development of Simric into a leading multi-family office business. Ms. Soldano is a registered investment advisor, who received her M B A from Claremont Graduate School and her B A in Business Administration from California State University, Fullerton. She serves on the board of the Alzheimer's Association of Orange County, U C I Neurosciences Advisory Board and is a founding member of The Orange County Women's Philanthropy fund. Ms. Soldano is also a founding member of Women Impacting Public Policy the national bi-partisan public policy organization advocating for women in businesses. Founded in 1987 and named after a Kern County oil field that was the source of the founding family's fortune, Cymric now serves seven families with a minimum net worth of $25 million. Eight-member staff includes in-house accountants, attorney and financial advisers who pay bills, prepare taxes and regularly review investments, insurance, charitable giving and other financial issues. Clients pay an undisclosed percentage of their portfolio each year for the services.

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Education

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• business
• communications
• tax
• Patricia
• Soldano
• Women-Owned
• Public
• Policies