A Bridge Too Far?

By Patricia M. Angus – Originally published on Wealth Management.com on March 7, 2017. How academia is essential to the future of family, business and society For too long, family business was not only off the radar of graduate schools…

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21st Century Trustees

By Patricia M. Angus – Originally published on FFI Practitioner on November 16, 2016. Business is all about the future. An entrepreneur takes an idea and makes it into a service or product that people will want even need, for…

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Mindfulness in Advisor-Client Relationships

By slowing down and looking inward, a financial advisor who’s having difficulty with a client might better understand what’s really happening. By Patricia M. Angus – Originally published on WealthManagement.com on May 27, 2015 “Mindfulness” is a movement on the…

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Donor Networking

New philanthropists often are baffled by challenges after their foundation is established or donations are made. Here’s how to help them help themselves. By Patricia M. Angus – Originally published in Trusts & Estates, 2015 Charitable giving through private foundations, trusts…

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Beneficiary’s Choice

One way to reduce the chance of creating trust fund babies By Patricia M. Angus – Originally published in Trusts & Estates, August 2014 Among trusts and estates professionals, especially lawyers, but also family office executives, accountants and financial advisors, the…

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Attending to a Client’s True Needs

Lessons learned in unexpected places By Patricia M. Angus – Originally published on WealthManagement.com on July 29, 2014 I recently found myself in need of medical help for an unexplained injury. Once again, I found myself learning some lessons that…

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