ABOUT THE AURIC PRIVATE CLIENT ADVISORY LLC TEAM
Auric Private Client Advisory LLC is a boutique U.S. tax advisory firm. We advise U.S. persons with assets, businesses, and family abroad, and non-U.S. persons with interests in the United States, on the planning, compliance, and reporting that a cross-border life requires.
The work is done at a senior level. Every engagement is handled directly by our founder, with diagnostic review before any implementation and clearly scoped or fixed-fee terms wherever the work allows. We coordinate with the client's existing accountant, attorney, and financial advisor rather than replacing them, and we bring in specialist counsel where a matter requires it.
Our practice concentrates on foreign trust reporting, the international information returns that accompany a U.S. tax return, the IRS Streamlined Filing Compliance Procedures and related voluntary disclosure programs, and expatriation. The Services page describes each area, and the Tax Blog records what we see in practice.
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
A former senior trial attorney with the IRS Office of Chief Counsel, Milan has advised on U.S. tax matters for more than 25 years, with a practice that is almost entirely cross-border. He concentrates on the U.S. taxation and reporting of foreign trusts, entity structuring for inbound and outbound investment, the international information returns that accompany a U.S. tax return (Forms 3520, 3520-A, 5471, 5472, 8858, and 8865, and FinCEN Form 114), and the IRS offshore compliance procedures, including the Streamlined Filing Compliance Procedures. His experience on the government side of tax controversies informs how he approaches compliance, disclosure, and the IRS examination process. His earlier career also included international tax work for large corporations.
He holds a B.A. in Economics from New York University, a J.D. from Boston University School of Law, and an LL.M. in Taxation from New York University School of Law. He lived and worked in Switzerland from 2007 to 2013, where he worked closely with the Zurich and Geneva chapters of American Citizens Abroad (ACA) and presented at ACA events.
He presents at and attends practitioner conferences, including STEP Monaco, STEP LatAm, the Southpac Offshore Planning Institute, the South Dakota Trust Association Fall Forum, the Nevis Asset Protection Conference, and the Heckerling Institute on Estate Planning, and he writes on these subjects for the firm's Tax Blog.
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.