ABOUT THE AURIC PRIVATE CLIENT ADVISORY LLC TEAM
We provide personalized and comprehensive U.S. tax advice and solutions to individuals, families, and their associated business activities. These services typically include helping clients navigate complex tax planning, compliance, and succession planning.
With an open architecture, we can collaborate with financial and legal advisors to identify your unique tax challenges and opportunities, develop tailored tax strategies, and assist with the implementation and ongoing tax and reporting obligations. We have significant experience and a deep understanding of complex tax matters to help optimize your tax liabilities while preserving, growing, and protecting accumulated wealth.
Our services are especially tailored for individuals and families who require sophisticated and nuanced U.S. tax advice involving cross-border and international matters.
Owner & Chief Operating Officer (COO)
Amy Solarz-Patel
With a strong foundation in accounting and finance, Amy provides Auric’s clients with expertise in financial reconciliation, account management, and operational efficiency. She is highly adept at analyzing financial data, managing client accounts, and ensuring seamless financial operations. Known for her precision, organizational strengths, and commitment to client satisfaction, Amy plays a vital role in optimizing business processes and maintaining the highest standards of accuracy and efficiency. Her strategic oversight helps drive operational excellence, allowing Auric to deliver exceptional service to its clients.
Founder & Chief Tax Advisor (CTA)
Milan Solarz-Patel
With over 20 years of experience, Milan specializes in trust and estate tax planning, entity structuring, and regulatory compliance. He provides strategic tax advice to high-net-worth individuals, families, and multinational businesses, helping them navigate cross-border tax complexities, foreign reporting obligations, and U.S. tax reporting requirements for foreign individuals and investors. Milan works closely with global investors to structure their investments in the U.S., including real estate, businesses, and securities, ensuring tax efficiency and compliance. He collaborates with financial and legal advisors worldwide to develop tailored tax strategies focused on asset protection, succession planning, and multi-jurisdictional wealth management.
Marketing & Chief Technology Officer (CTO)
Joe Sriver
Joe Sriver is a technology entrepreneur and product designer with deep experience in software innovation. As Google’s first user interface (UI) designer, he helped shape several of its early core products between 2001 and 2005. A graduate of Purdue University, he later founded DoApp, Inc., a mobile and web app development firm that created pioneering apps in utilities, real estate, health, and news. The company achieved multiple successful exits between 2012 and 2016. He also served as CEO of 4giving, a digital platform designed to simplify and manage charitable fundraising through user-friendly online tools.
Legal Consultant
Amy P. Jetel, Esq.
Amy Jetel is a U.S.-based attorney with a multi-jurisdictional practice focused on international trust and entity structures. She advises U.S. and non-U.S. clients on estate planning, asset protection, and cross-border tax compliance, with expertise in U.S. taxation of domestic and foreign trusts, including the "throwback tax" rules for U.S. beneficiaries of foreign non-grantor trusts. Board Certified in Estate Planning and an ACTEC Fellow, she helps clients gift tax-efficiently and resolve unreported foreign structures. A Navy veteran and author, she contributes to Asset Protection and has been cited in Olmstead v. F.T.C. and The Wall Street Journal.
Advisory Board Member
George M. Clarke, Esq.
George is a partner at Baker McKenzie and a nationally recognized leader in tax controversy and litigation. With extensive experience in civil and criminal tax disputes, George advises multinational corporations, financial institutions, and high-net-worth individuals on complex tax litigation and government investigations. A former U.S. Marine and a CPA (inactive), he has successfully represented clients in major tax cases, including high-profile transfer pricing disputes and enforcement actions.
Advisory Board Member
Harold (Gus) Fletcher, Esq.
Experienced international tax and trust attorney with expertise in U.S. and cross-border income and transfer tax, wealth structuring, and fiduciary compliance. Skilled in complex trust, private trust company, and family office design and administration. Former senior trust counsel with OCC and state-regulated firms, with strengths in oversight and legislative advocacy. Provides tailored compliance and disclosure solutions for high-net-worth families and international clients.