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Mental Health and Estate Planning

Patricia joins Arden O'Connor of the Beyond the Balance Sheet podcast in a discussion of how mental illness may impact the estate planning process. Click below to listen for insightful information and aspects to consider. Listen on Apple Podcasts

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...

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...

Tamarind Learning Podcast: The Beneficiary Primer

https://youtu.be/q2f3XWdbPQY 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...

The Trustee Primer: A Guide for Personal Trustees

Tamarind Learning Podcast: The Trustee Primer

https://www.youtube.com/watch?v=1twbEuV0-fQ 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...

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...

Sun Lens Flare on Black Background, Flash Light, Light, sun, sunbeams, sunrise, glare

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...

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...

Founding Women of Family Wealth

Patricia Angus convened the Founding Women of Family Wealth for a series of panel discussions exploring the practitioner perspective, at Columbia Business School Global Family Enterprise Program. Below are links to: "What is wealth?" and "Competition vs. Collaboration": https://youtu.be/qd7ZTwWPBC4 A...

House of Redstone: Family Enterprise in Three Acts

By Patricia M. Angus - Originally published on Columbia CaseWorks Fall 2018 What family enterprise, ownership, and governance lessons can be gleaned from the multigenerational saga of the Redstone family? Read Full Article on Columbia Business School Caseworks

Weddings, Engagements and Prenups

Help clients address the “what ifs” before the “I dos.” By Marvin Blum - Originally published on Trusts and Estates in February 2018. Tying the knot. Settling down. Getting hitched. Taking the plunge. Regardless of what you call it, getting...

Governance for Business-Owning Families (Part II): It starts at the top

By Patricia M. Angus - Originally published in WealthManagement.com March 2018 The world is full of family businesses. Literally. Most of the world’s businesses are owned, controlled and often managed by a group of family members.1 These families face challenges...

Are You Wealthy?

Wealth of Wisdom Podcast, Episode 21, 2018 In the first chapter of the book, Wealth of Wisdom (McCullough & Whitaler), Patricia Angus tells a fascinating story about a conversation she had with a cab driver about wealth and life and...

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...

Governance for Business-Owning Families (Part I): An often overlooked challenge

By Patricia M. Angus - Originally published in WealthManagement.com March 2017 Families who own businesses face a challenge they often overlook, that is, “governing” all that they do together inside, and outside, of the business. Admittedly, governance itself is fraught...

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...

Are You “Wealthy”?

By Patricia M. Angus - Originally published on WealthManagement.com June 2016 Recently, I took a taxi to the airport after leaving a conference focused on the challenges and opportunities of families with “great wealth” — that is, families with extraordinary...

After the Plan: Guiding personal trustees: the challenge and some ways to address this

By Patricia M. Angus - Originally published on Wealth Management.com in May 2016. Many years ago, when I was a young lawyer, a new client, “Tom,” entered our offices. He was quite concerned—his friend, “Sam,” had appointed him as trustee...

Mental Health and Estate Planning

August 3, 2022

Patricia joins Arden O’Connor of the Beyond the Balance Sheet podcast in a discussion of how mental illness may impact the estate planning process. Click…

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

March 1, 2022

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…

How Should Wealthy Parents Treat Wayward Offspring?

May 26, 2021

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

Tamarind Learning Podcast: The Beneficiary Primer

April 7, 2021

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…

Tamarind Learning Podcast: The Trustee Primer

April 7, 2021

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…

Guidance for Family Offices: How to approach ESG investing

March 1, 2021

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

Family Enterprise in The Center of it All

December 18, 2020

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…

COVID Conversations

April 10, 2020

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…

Founding Women of Family Wealth

February 3, 2020

Patricia Angus convened the Founding Women of Family Wealth for a series of panel discussions exploring the practitioner perspective, at Columbia Business School Global Family…

House of Redstone: Family Enterprise in Three Acts

September 1, 2018

By Patricia M. Angus – Originally published on Columbia CaseWorks Fall 2018 What family enterprise, ownership, and governance lessons can be gleaned from the multigenerational…

Weddings, Engagements and Prenups

May 26, 2018

Help clients address the “what ifs” before the “I dos.” By Marvin Blum – Originally published on Trusts and Estates in February 2018. Tying the…

Governance for Business-Owning Families (Part II): It starts at the top

March 1, 2018

By Patricia M. Angus – Originally published in WealthManagement.com March 2018 The world is full of family businesses. Literally. Most of the world’s businesses are…

Are You Wealthy?

January 1, 2018

Wealth of Wisdom Podcast, Episode 21, 2018 In the first chapter of the book, Wealth of Wisdom (McCullough & Whitaler), Patricia Angus tells a fascinating…

A Bridge Too Far?

March 7, 2017

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…

Governance for Business-Owning Families (Part I): An often overlooked challenge

March 1, 2017

By Patricia M. Angus – Originally published in WealthManagement.com March 2017 Families who own businesses face a challenge they often overlook, that is, “governing” all…

21st Century Trustees

November 16, 2016

By Patricia M. Angus – Originally published on FFI Practitioner on November 16, 2016. Business is all about the future. An entrepreneur takes an idea…

Are You “Wealthy”?

June 30, 2016

By Patricia M. Angus – Originally published on WealthManagement.com June 2016 Recently, I took a taxi to the airport after leaving a conference focused on…

After the Plan: Guiding personal trustees: the challenge and some ways to address this

May 12, 2016

By Patricia M. Angus – Originally published on Wealth Management.com in May 2016. Many years ago, when I was a young lawyer, a new client,…

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