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Home > Financial Services > Accountants > Cymric Family Office Services
Cymric Family Office Services
Cymric Family Office Services was founded in 1987 when The Brown Family retained the services of Patricia M Soldano. In 1996, the Brown Family sold Cymric Family Office Services to Pat Soldano, the current CEO and President, while remaining a client of the company. Cymric is an independent multifamily office, meaning no client families hold any stock in Cymric. It is owned exclusively by Patricia M. Soldano. They perform quarterly performance measurement against peers and indexes. Monthly reporting is required of all managers and performance is calculated on an annual basis.
The Cymric investment philosophy is to help each family member define his or her investment goals, taking into consideration cash requirements and tolerance for risk as well as short term and long term investment expectations. They factor in personal assets and operating businesses. They believe asset allocation is important and use sophisticated software to help analyze the after tax outcomes of various asset allocation alternatives. Under Cymric’s guidance, the family establishes an investment policy that is reviewed regularly and tactically changed as necessary. Cymric clients have a minimum of $25 million in assets, and require all of the services that they offer.
Within the highly specialized community of family office service professionals, Cymric Family Office Services offers families with substantial assets a specialized capability and valuable expertise multi family office services. Those families who do not wish to maintain their own family office can have access to all the essential financial coordination benefits of a dedicated family office from Cymric Family Office Services without compromising competence, performance or scope of services.
Utilizing the same important combination of in office skills and outside professional consultants that a single family office would use, Cymric Family Office Services serves a limited number of client families and maintains complete and highly confidential knowledge of their overall financial situations, their ongoing distinctive needs and their identified family objectives.
It is the Company mission to help families define and achieve their personal and financial goals. Cymric Family Office Services offers families with substantial assets customized services tailored to individual needs and situations. Their goal is to provide timely and quality service that will keep your business in compliance with taxing authorities and provide you with the information you need to make informed decisions regarding the operations of your company.
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