"Cymric Family Office Services,
now GenSpring Family Offices,
is a full service family
office for each family it serves."
 

Articles

Obama Plans to Keep Estate Tax 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
Wall Stree Journal, January 2009

When to Use - and How to Choose - a 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
By Patricia Soldano, Estate Planning, December 2008

The Candidates On Estate T ax Reform 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 meetingsCymric Family Office Services podcast, Family office, investment management, estate planning, trust administration, tax planning
By Patricia Soldano, Trusts & Estates, July 2008

Pat Soldano, Cymric Family Services 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 meetingsCymric Family Office Services podcast, Family office, investment management, estate planning, trust administration, tax planning
By JingLin Huang, infovest21 Strategy Focus, June 2008

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 meetingsCymric Family Office Services podcast, Family office, investment management, estate planning, trust administration, tax planning
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 meetingsCymric Family Office Services podcast, Family office, investment management, estate planning, trust administration, tax planning
Orange County Register, January 2006
Family offices used to be for the super rich.

Battling for Billionaires (10 MB) 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 
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 (4 MB)  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 meetingsCymric Family Office Services podcast, Family office, investment management, estate planning, trust administration, tax planning
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 meetingsCymric Family Office Services podcast, Family office, investment management, estate planning, trust administration, tax planning
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 meetingsCymric Family Office Services podcast, Family office, investment management, estate planning, trust administration, tax planning
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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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.”