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”:
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…
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…
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…
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…
May I Help You? – How perspective matters in client-advisor relationships
By Patricia M. Angus – Originally published on WealthManagement.com on February 28, 2013 Some time ago, I was describing a particular client dilemma to a colleague. After listening to my concerns, she said, “so, the question is: have you been…
Family Meetings Come of Age: How to create an effective forum for all generations
By Patricia M. Angus – Originally published on WealthManagement.com, 2013 As older members of the Baby Boom generation were reaching adulthood, I spent many an hour watching the bevy of TV shows that were focused on the ways that the…
A Road Map: Choosing Advisors To Help Your Family With Governance and Family Dynamics
By Jane N. Abitanta, Patricia M. Angus, and Fredda Herz Brown – December 7, 2006 General Tips for Your Selection Process 1. Consider this a learning experience having a number of firms and/or individuals to choose from will help your…
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…
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…
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,…
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…
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…
May I Help You? – How perspective matters in client-advisor relationships
By Patricia M. Angus – Originally published on WealthManagement.com on February 28, 2013 Some time ago, I was describing a particular client dilemma to a…
Family Meetings Come of Age: How to create an effective forum for all generations
By Patricia M. Angus – Originally published on WealthManagement.com, 2013 As older members of the Baby Boom generation were reaching adulthood, I spent many an…
A Road Map: Choosing Advisors To Help Your Family With Governance and Family Dynamics
By Jane N. Abitanta, Patricia M. Angus, and Fredda Herz Brown – December 7, 2006 General Tips for Your Selection Process 1. Consider this a…