Advisor-Client Relationships
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…
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”:
Practice, Practice, Practice: Musings on being a “Practitioner”
By Patricia M. Angus – Originally published in FFI Practitioner, July 16, 2019 In this edition of FFI Practitioner, Patricia examines what it truly means to be a “Practitioner” and the impact of ongoing practice when working with family enterprise clients.
Who’s in Charge?
A new model for understanding family business ownership By Patricia M. Angus – Originally published in Trusts & Estates, March 2019 Family businesses are complex in many ways. They’re inevitably a mix of entrepreneurial spirit, family connections, business challenges and evolutionary processes…
A Rose by Any Other Name:
Family firm terminology as a divider or unifier?
By Patricia M. Angus – Originally published in FFI Practitioner, July 31, 2018 In this edition of FFI, Patricia reflects on the complexities of defining some key terminology in the field.
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…
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…
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”?
Questions for the Industry and Our Clients
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
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…
Eureka! Was 2015 the year family business was “discovered?”
By Patricia M. Angus – Originally published in Trusts & Estates, January 25 2016 Looking back some day, 2015 might be known as the year that family business was “discovered,” at least by a group far larger than those specializing in…
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…
Beyond the Traditional Estate Planning ‘Choices’
Expanding the options. By Patricia M. Angus – Originally published on Wealth Management.com in March 2015. Estate planners often advise clients that there are only three places where you can leave your assets at death: family, taxes and charity. It…
Changing Lenses: How perspective affects family wealth advising
By Patricia M. Angus – Originally published in Trusts & Estates, January 29, 2015 As an amateur photography student, I’ve spent many hours learning about techniques and tools to improve my skills in taking, making and presenting photographs. As I’ve been…
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…
Planning Trust Administration to Avoid Conflict
By Patricia M. Angus – Originally published in WealthManagement.com in December 2014 In wealth management, the trust is the most common structure used to realize our widely recognized and accepted freedom of disposition. Within broad parameters, the law of trusts…
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…
Got Love? Getting to the “heart” of it
By Patricia M. Angus – Originally published on Wealth Management.com in February 2014. Valentine’s Day is always a bright spot in the midst of a sometimes (especially this year on the East Coast) long, cold winter. Long enough into the…
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…
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…
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…
Practice, Practice, Practice: Musings on being a “Practitioner”
By Patricia M. Angus – Originally published in FFI Practitioner, July 16, 2019 In this edition of FFI Practitioner, Patricia examines what it truly means to…
Who’s in Charge?
A new model for understanding family business ownership By Patricia M. Angus – Originally published in Trusts & Estates, March 2019 Family businesses are complex in many…
A Rose by Any Other Name:
Family firm terminology as a divider or unifier?
By Patricia M. Angus – Originally published in FFI Practitioner, July 31, 2018 In this edition of FFI, Patricia reflects on the complexities of defining some…
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…
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…
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…
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…
Are You “Wealthy”?
Questions for the Industry and Our Clients
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
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,…
Eureka! Was 2015 the year family business was “discovered?”
By Patricia M. Angus – Originally published in Trusts & Estates, January 25 2016 Looking back some day, 2015 might be known as the year that…
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…
Beyond the Traditional Estate Planning ‘Choices’
Expanding the options. By Patricia M. Angus – Originally published on Wealth Management.com in March 2015. Estate planners often advise clients that there are only…
Changing Lenses: How perspective affects family wealth advising
By Patricia M. Angus – Originally published in Trusts & Estates, January 29, 2015 As an amateur photography student, I’ve spent many hours learning about techniques…
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…
Planning Trust Administration to Avoid Conflict
By Patricia M. Angus – Originally published in WealthManagement.com in December 2014 In wealth management, the trust is the most common structure used to realize…
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…
Got Love? Getting to the “heart” of it
By Patricia M. Angus – Originally published on Wealth Management.com in February 2014. Valentine’s Day is always a bright spot in the midst of a…