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Orange County Emerges from LA's shadow Family office, investment management, estate planning, trust administration, tax planning, tax preparation, asset allocation analysis, financial statements, cash flow, bill paying, business management, foundation administration, philanthropy, financial services, family meetings
By Charles Paikert, Investment News, May 2007

On the Same Page Family office, investment management, estate planning, trust administration, tax planning, tax preparation, asset allocation analysis, financial statements, cash flow, bill paying, business management, foundation administration, philanthropy, financial services, family meetings
By Gregory Taggart, Wealth Manager, September 2006

Succession Planning Family office, investment management, estate planning, trust administration, tax planning, tax preparation, asset allocation analysis, financial statements, cash flow, bill paying, business management, foundation administration, philanthropy, financial services, family meetings
United States Small Business Administration, July 2006
Succession planning is very important for business owners, but few really think about it.

Money Orders  Family office, investment management, estate planning, trust administration, tax planning, tax preparation, asset allocation analysis, financial statements, cash flow, bill paying, business management, foundation administration, philanthropy, financial services, family meetings
Orange County Register, January 2006
Family offices used to be for the super rich.

Battling for Billionaires Family office, investment management, estate planning, trust administration, tax planning, tax preparation, asset allocation analysis, financial statements, cash flow, bill paying, business management, foundation administration, philanthropy, financial services, family meetings (10 MB)
Bloomberg Markets, February 2006
Family office are vying with Wall Street private bankers to manage $92 trillion for the world’s richest clans.

SFO to MFO Conversions   Family office, investment management, estate planning, trust administration, tax planning, tax preparation, asset allocation analysis, financial statements, cash flow, bill paying, business management, foundation administration, philanthropy, financial services, family meetings (4 MB)
Trusts & Estates, August 2005
Don’t be lured by the thought that turning a single-family office into a multi-family office will be simple.

Family Offices: What Are The Benefits?  Family office, investment management, estate planning, trust administration, tax planning, tax preparation, asset allocation analysis, financial statements, cash flow, bill paying, business management, foundation administration, philanthropy, financial services, family meetings
Orange County Business Journal, August 2004
The real value of a family office is coordination of the diverse financial aspects of family assets.

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TAX CRUSADER   Family office, investment management, estate planning, trust administration, tax planning, tax preparation, asset allocation analysis, financial statements, cash flow, bill paying, business management, foundation administration, philanthropy, financial services, family meetings
By Sharon Tetrault, Orange Coast, January, 2004
In her role as president of The Center for the Study of Taxation and of the Policy and Taxation Group, Patricia Soldano has become a leading proponent of abolishing the estate tax.

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HIGH-YIELD, ALTS ON ULTRA-WEALTHY’S WISHLIST Family office, investment management, estate planning, trust administration, tax planning, tax preparation, asset allocation analysis, financial statements, cash flow, bill paying, business management, foundation administration, philanthropy, financial services, family meetings
By Andrew Willmott, FundFire, April 9, 2003
High-yield, hedge funds and real estate could be primed for inflows of ultrawealthy
assets this year. Those are the key areas of interest for the super-rich as
they tweak their portfolios.

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MULTI-FAMILY OFFICES HIT BACK AT PRETENDERS Family office, investment management, estate planning, trust administration, tax planning, tax preparation, asset allocation analysis, financial statements, cash flow, bill paying, business management, foundation administration, philanthropy, financial services, family meetings
By Andrew Willmott, FundFire, January 17, 2003
Many firms that style themselves as multi-family offices are not living up to that promise, claim critics. The plethora of new entrants in the ultra-wealthy market are confusing clients and detracting from the value of genuine multi-family offices.

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COME TOGETHER Family office, investment management, estate planning, trust administration, tax planning, tax preparation, asset allocation analysis, financial statements, cash flow, bill paying, business management, foundation administration, philanthropy, financial services, family meetings
By Pat Soldano, Trust & Estates, October 2002
Advisors must convince the owners of closely held family businesses to conduct formal family meetings - regularly.

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CHARITABLE ORGANIZATIONS: DUE DILIGENCE AND SITE VISITS
By Patricia M. Soldano, Trusts and Estates Magazine, November 2001
"Site visits are important because it is impossible to get a sense of a grantee and its activities simply through reports, financial statements, and phone calls."

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WHY FAMILIES WILL PLAN WITH OR WITHOUT THE DEATH TAX
By Patricia M. Soldano, Trusts and Estates Magazine, January 2001
"Families  will continue to plan for the passage of assets from one generation to  another in a prudent, practical manner whether or not they have to account  for gift and estate taxes."

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MANAGING THE MANAGER THROUGH THE FAMILY OFFICE
By Patricia M. Soldano, Private  Wealth Manager, April 2001
"One of the key issues with the explosive growth of family offices is the role  of the manager - both selecting the correct asset manager and, just as  importantly, monitoring them afterwards."

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WEALTH MANAGER, BROUGHT TO YOU BY BLOOMBERG.COM
By Gayle Ronan, Catering to Family Values, January/February 2000
"You need to have  a family mentality for a family office to work," says Patricia Soldano, president and owner of Cymric, a multifamily office in Costa Mesa, Calif.

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MAR/STRATEGIES FAMILY OFFICE INTERVIEW
By Lois Peltz, Preference for fund of funds, October 1999
"One thing that makes us different from other family offices is that we are not owned by a specific family," says Pat Soldano, who became the owner of Cymric in January 1996.

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ACHIEVING IMMORTALITY VIA THE FAMILY OFFICE Family office, investment management, estate planning, trust administration, tax planning, tax preparation, asset allocation analysis, financial statements, cash flow, bill paying, business management, foundation administration, philanthropy, financial services, family meetings
Forbes - Americas 400 Richest People, 1998 edition
“Shirtsleeves to shirtsleeves in three generations: That's the familiar story of so many once-great American fortunes. The number that have survived for three or four generations as more than small legacies is tiny.”


CYMRIC PRESENTATIONS BY PATRICIA M. SOLDANO

Presentations

 ·“The Family Office Marketplace”, 2007 AICPA Tax Strategies for the High-Income, AICPA, Las Vegas, NV, April 29, 2007

 · The 6th Annual Multi-Family Office Symposium, "Establishing the Family Office: Structuring for Success ", New York, NY, December 12, 2006 

· Alzheimer's Association Orange County Chapter , "Research Conference ", Irvine, CA, September 28, 2006 

· Institute for International Research, "Trends in Wealth Management: Who is Best Positioned to Serve the Family?", Chicago, IL, June 14, 2006

 · Financial Research Associates, “Family Office Models: Tailoring Your Office To Your Family For Optimal Success & Longevity”, Aventura, FL , April 24, 2006

Orange County Estate Planning Council, “The Family Office As A Registered Investment Advisor”, California, September 27, 2005

 · IIR 12th Annual Family Office Forum, “Outsourcing: Identifying and Implementing Strategic Partnerships for a Cost-efficient Family Office.”, Chicago, IL., June 8, 2005

 · IIR 12th Annual Family Office Forum, “To Office or Not To Office; Examining Options and Making the Best Decision for Your Family Office today and Years to Come.”, Chicago, IL.,  June 6, 2005   Family office, investment management, estate planning, trust administration, tax planning, tax preparation, asset allocation analysis, financial statements, cash flow, bill paying, business management, foundation administration, philanthropy, financial services, family meetings

· Financial Research Associates, LLC, “Perspective on Asset Allocation for Families”, Aventura, Florida, April 28, 2005

· Financial Research Associates, LLC, “The New Family Office: Should You Have One? How Should You Structure It? ”, Aventura, Florida, April 27, 2005

 · ICAA/NYSSA New York, 3rd Annual Strategies in Wealth Management, "Client's Perceptive on Wealth Management", November 2004.

  · “Family Offices: What are the benefits?” July 2004  Family office, investment management, estate planning, trust administration, tax planning, tax preparation, asset allocation analysis, financial statements, cash flow, bill paying, business management, foundation administration, philanthropy, financial services, family meetings

  · “MANAGING THE LIQUIDITY EVENT OF AN OPERATING BUSINESS”.   By Pat Soldano, June 2004   Family office, investment management, estate planning, trust administration, tax planning, tax preparation, asset allocation analysis, financial statements, cash flow, bill paying, business management, foundation administration, philanthropy, financial services, family meetings

  · OPENING REMARKS.  Opening remarks from the 11th Annual Family Office Forum presented by the Institute for International Research. By Pat Soldano, June 2004  Family office, investment management, estate planning, trust administration, tax planning, tax preparation, asset allocation analysis, financial statements, cash flow, bill paying, business management, foundation administration, philanthropy, financial services, family meetings

 · “Investment Management Clients: What They Want, Expect and Demand”, Investment Counsel Association of America, Inc., San Francisco, California, April 10, 2003 ~ Bullet Points

  · "What's Changing & Why in The Family Office Industry”, Institute For Private Investors, Los Angeles, California, December 16, 2002

  · “Manager Selection & Due Diligence”, Cymric, Hedge Fund Symposium, New York,
New York, July 16, 2002

  · “What is a Family Office and Do You Need One?”, Cymric, USC Family Business Program, Los Angeles, California, January 9, 2002

· “What is a Family Office and Do You Need One?”, Cymric, Schiff Hardin & Waite, Chicago, Illinois, October 24, 2001

· “A Viable Alternative to a Dedicated Family Office”, Cymric, Fox Fall Forum 2001, Chicago, Illinois, October 23, 2001

· “What is a Family Office and Do You Need One?”, Cymric, USC Family Business Program, Orange County, California, September 13, 2001

· “Managing the Established Family Office”, Cymric, The 8th Annual Family Office Forum, IIR Wealth Management Series, Chicago, Illinois, June 25-26, 2001

"Open Grill: Family Office - Build or Buy?", Cymric, Second Annual West Coast Forum For the Institute for Private Investors, San Francisco, California, February 28, 2001

· “Creating the Family Office", Cymric, 2001 AICPA Personal  Financial Planning Technical Conference, San Diego, California, January 8, 2001

· "Managing the Manager Through the Family Office",  Cymric, Family Business Workshop, Dallas, Texas, September 7, 2000

· "Bridging Generations of Wealth: The Similarities and Differences  Among Family Offices", Cymric, Institute for International Research 7th Annual Family Office Forum, June 4-6, 2000

· "Effectively Balancing Cost Cutting and Operational Efficiency at the Family Office", Cymric, Harris Bank Wealth Management Conference, Naples, Florida, May 3, 2000

· "Family Office Presentation", Cymric, The Northern Trust Company Wealth Management Client Advisory Board Meeting; Chicago, Illinois, October 7, 1999

· "Security Risk Assessment for Family Offices", Cymric, The 6th Annual Family Office Forum, Institute for International Research, Dallas, Texas, June 14-16, 1999

· "Implementing Facilitation and Mediation to Meet Family  Objectives", Family Office Planning & Management, Institute for  International Research, Palm Beach, Florida, March 15-17, 1999

· "Increasing New Business by Creating Strategic Alliances with Consultants and Other Family Advisors", Interactive Session, Institute for International Research Wealth Management for Women, Pasadena,  California, September 23-24, 1998

· "Unlocking the After-Tax Puzzle", Moderator of Panel,  1998 Harris Bank Wealth Management Conference, Harris Trust and Savings  Bank, New York, New York,
May 3-5, 1998

· "Meeting Family Objectives through Careful and Continual Gifting and Estate Planning", 1998 Summit on Women & Wealth Conference, Institute for International Research, New York, New York, April 20-21, 1998

· "Who Are The Women of Wealth & What They Need To Know",  Women of Wealth, Institute for International Research Wealth Management Forum, Phoenix, Arizona,
November 2-4, 1997

· "Dealing with the Implications of Family Issues and Their  Impact on the Family Office", Harris Bank Family Office Panel Discussion,  Harris Trust and Savings Bank, Washington, D.C., May 5-7, 1997

· "The Role of Women in the Family Office - What You Do and  Do Not Need to Know", Harris Women's Forum, Harris Trust and Savings  Bank, Los Angeles, California, May 3, 199
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