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What is a family council and when should a family consider establishing one?

By Patricia M. Angus – Originally published by National Center for Family Philanthropy, October 15, 2012 Many families with multiple branches may elect to set up a Family Council. While the particular roles and responsibilities of Family Councils vary across…

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Everything Everywhere All at Once?
Family Enterprises in 2024

By Patricia M. Angus – Originally published in Trusts & Estates, January 2024 The  2023  Academy Awards ceremony was quite a sweep for the film Everything Everywhere All at Once,1 which conventions, including genre, casting, plot and the time-space continuum. Looking…

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Trust Ownership of Family Businesses:
Planning for the Future

By Patricia M. Angus – Originally published in Trusts & Estates, February 2024 The scenario is all too common. The founders (or non-founding owners) of a family business realize it’s time to do some estate planning. Their email inboxes have been…

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Audiobook – The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts

Have you been named as beneficiary of a family trust? Does it feel overwhelming? Are you looking for some practical information to get up to speed fast? Patricia’s essential guidebook is now available as an audiobook. Key concepts are distilled…

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Wealth Transfer Between Generations, Primer for Trustees and Beneficiaries

In this episode of the podcast Talking Billions, Patricia talks with Bogumil Baranowski of Sicart Associates, LLC. Together they explore:Trusts: what they are, where they come from, purposes they serve.How trusts have changed over the years.Two types of trusts: revocable…

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Complex Family Enterprise: A new way to describe a growing phenomenon

By Patricia M. Angus – Originally published in Trusts & Estates, March 2023 Trusts and estates practitioners (for example, lawyers, accountants and investment advisors) take their clients as they find them. If you’re writing a will or doing an estate plan,…

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Mental Health and Estate Planning

Patricia joins Arden O’Connor of the Beyond the Balance Sheet podcast in a discussion about estate planning with mental health and addiction issues in mind. Patricia outlines the first steps that families need to take before starting their estate plans.…

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In Tax We Trust: Implications of growing societal and client trends

By Patricia M. Angus – Originally published on WealthManagement.com on February 13, 2022 Most private wealth advisors (including trusts and estates lawyers, accountants and investment advisors) assume that a primary goal of their work is to reduce their clients’ taxes…

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Virtual Fireside Chat with Leading Family Enterprise and Family Office Experts

The role of family offices in structuring and advising families with regards to liquidity events and family dynamics. Strategies for families to intelligently run and manage the risks associated with private wealth and operating businesses concurrently…

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The Family Governance Pyramid: Enhancing and Guiding Your Family Philanthropy

By Patricia M. Angus – Originally published in NCFP’s Passages July 2021 OVERVIEW Family philanthropy is a very important expression of a family’s commitment to society. It is a high calling for a family that wishes to have an impact…

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Sustainable Growth Drivers for Family Enterprises

This webinar draws from the experiences of different stakeholders, explores how family businesses in Africa have evolved, the challenges faced, and the main drivers behind sustainable growth of these enterprises based on three pillars: economic, environmental, and social.

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How Should Wealthy Parents Treat Wayward Offspring?

by Emma Jacobs – Originally published in Financial Times on May 26, 2021Giving children too much money, too early, risks indulging them and making them irresponsible. Patricia Angus and other experts offer advice on the delicate balance wealthy parents face…

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Tamarind Learning Podcast: The Beneficiary Primer

In this podcast, Patricia Angus, Managing Director of the Global Family Enterprising Program and Faculty Director of the Enterprising Family Executive Program at Columbia University discusses her book, The Beneficiary Primer, with Kirby Rosplock, PhD, Founder and CEO of Tamarind…

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Primer on Family Trust Beneficiaries:
Things to Consider

In this episode of FFI Practitioner‘s weekly podcast, FFI Fellow Patricia Angus discusses her most recent book, The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts, which serves as a resource for beneficiaries, trustees, advisors, and other practitioners to navigate,…

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Tamarind Learning Podcast: The Trustee Primer

In this podcast, Patricia Angus, Managing Director of the Global Family Enterprising Program and Faculty Director of the Enterprising Family Executive Program at Columbia University discusses her book, The Trustee Primer, with Kirby Rosplock, PhD, Founder and CEO of Tamarind Partners.

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Guidance for Family Offices: How to approach ESG investing

By Patricia Angus and Camille Korschun – Originally published in Family Enterprise Insights, March 2021 Introduction: Environmental, Social, and Governance investing (ESG investing) is an approach that incorporates factors beyond financial return in an investment decision. Namely, the investor incorporates…

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Social Contract 2021

By Patricia M. Angus – Originally published on WealthManagement.com February 2021 The year 2021 started with a bang, not a whimper. The pain, confusion, conflicts and challenges that families face in the United States and around the world defy description.…

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Family Enterprise in The Center of it All

By Patricia M. Angus – Originally published on WealthManagement.com, December 2020 It’s impossible to look at 2020 and not see family enterprises in the center of the astounding confluence of events that shook the world in the past year. Family…

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Carter Center Legacy Circle: Your Values and Your Legacy

Often, the guiding principles or values that ground our perspective and shape our resilience are unspoken, or, more often, unwritten. By focusing on our values, we can come to know ourselves better, and we can be intentional about sharing the…

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COVID Conversations

By Patricia M. Angus – Originally published in WealthManagement.com April 2020 By now, unless you work in health care or an “essential business,” you’ve likely settled into “self-isolation” mode. Working at home, your family is now nearby—physically and/or on the…

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What is a family council and when should a family consider establishing one?

By Patricia M. Angus – Originally published by National Center for Family Philanthropy, October 15, 2012 Many families with multiple branches may elect to set…

Read More

Everything Everywhere All at Once?
Family Enterprises in 2024

By Patricia M. Angus – Originally published in Trusts & Estates, January 2024 The  2023  Academy Awards ceremony was quite a sweep for the film Everything…

Read More

Trust Ownership of Family Businesses:
Planning for the Future

By Patricia M. Angus – Originally published in Trusts & Estates, February 2024 The scenario is all too common. The founders (or non-founding owners) of a…

Read More

Audiobook – The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts

Have you been named as beneficiary of a family trust? Does it feel overwhelming? Are you looking for some practical information to get up to…

Read More

Wealth Transfer Between Generations, Primer for Trustees and Beneficiaries

In this episode of the podcast Talking Billions, Patricia talks with Bogumil Baranowski of Sicart Associates, LLC. Together they explore:Trusts: what they are, where they…

Read More

Complex Family Enterprise: A new way to describe a growing phenomenon

By Patricia M. Angus – Originally published in Trusts & Estates, March 2023 Trusts and estates practitioners (for example, lawyers, accountants and investment advisors) take their…

Read More

Mental Health and Estate Planning

Patricia joins Arden O’Connor of the Beyond the Balance Sheet podcast in a discussion about estate planning with mental health and addiction issues in mind….

Read More

In Tax We Trust: Implications of growing societal and client trends

By Patricia M. Angus – Originally published on WealthManagement.com on February 13, 2022 Most private wealth advisors (including trusts and estates lawyers, accountants and investment…

Read More

Virtual Fireside Chat with Leading Family Enterprise and Family Office Experts

The role of family offices in structuring and advising families with regards to liquidity events and family dynamics. Strategies for families to intelligently run and manage the risks associated with private wealth and operating businesses concurrently…

Read More

The Family Governance Pyramid: Enhancing and Guiding Your Family Philanthropy

By Patricia M. Angus – Originally published in NCFP’s Passages July 2021 OVERVIEW Family philanthropy is a very important expression of a family’s commitment to…

Read More

Sustainable Growth Drivers for Family Enterprises

This webinar draws from the experiences of different stakeholders, explores how family businesses in Africa have evolved, the challenges faced, and the main drivers behind…

Read More

How Should Wealthy Parents Treat Wayward Offspring?

by Emma Jacobs – Originally published in Financial Times on May 26, 2021Giving children too much money, too early, risks indulging them and making them…

Read More

Tamarind Learning Podcast: The Beneficiary Primer

In this podcast, Patricia Angus, Managing Director of the Global Family Enterprising Program and Faculty Director of the Enterprising Family Executive Program at Columbia University…

Read More

Primer on Family Trust Beneficiaries:
Things to Consider

In this episode of FFI Practitioner‘s weekly podcast, FFI Fellow Patricia Angus discusses her most recent book, The Beneficiary Primer: A Guide for Beneficiaries of Family…

Read More
The Trustee Primer: A Guide for Personal Trustees

Tamarind Learning Podcast: The Trustee Primer

In this podcast, Patricia Angus, Managing Director of the Global Family Enterprising Program and Faculty Director of the Enterprising Family Executive Program at Columbia University discusses her book, The Trustee Primer, with Kirby Rosplock, PhD, Founder and CEO of Tamarind Partners.

Read More

Guidance for Family Offices: How to approach ESG investing

By Patricia Angus and Camille Korschun – Originally published in Family Enterprise Insights, March 2021 Introduction: Environmental, Social, and Governance investing (ESG investing) is an…

Read More

Social Contract 2021

By Patricia M. Angus – Originally published on WealthManagement.com February 2021 The year 2021 started with a bang, not a whimper. The pain, confusion, conflicts…

Read More

Family Enterprise in The Center of it All

By Patricia M. Angus – Originally published on WealthManagement.com, December 2020 It’s impossible to look at 2020 and not see family enterprises in the center…

Read More

Carter Center Legacy Circle: Your Values and Your Legacy

Often, the guiding principles or values that ground our perspective and shape our resilience are unspoken, or, more often, unwritten. By focusing on our values,…

Read More

COVID Conversations

By Patricia M. Angus – Originally published in WealthManagement.com April 2020 By now, unless you work in health care or an “essential business,” you’ve likely…

Read More