Family Dynamics
Below is a collection of some more personal aspects that may arise as part of you or your client’s holistic plan and needs.
Sharing the Family Vacation Home
By Patricia M. Angus – Originally published in WealthManagement.com July 2015 Five tips for making frolicking more likely than fighting. Ahh, summer. A time to get away to the family vacation home, kick back, bask in the sun and gather…
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Who We Remember: Every Life Has a Story
“Whose life story from your own family would you most want to have documented on film?” In this moving episode of Who We Remember, host Jamie…
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…
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….
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…
Permanent Rifts or Temporary Fissures?
Advising clients and bridging divides in a time of turmoil By Patricia M. Angus – Originally published on Trust and Estates on January 19, 2021 When I…
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…
Family Enterprise in the Spotlight: Key Takeaways from the Sackler Family Enterprise Story
By Patricia M. Angus – Originally published by Columbia Business School Family Business Program in 2020 Introduction: Prior to the COVID-19 pandemic, the opioid crisis…
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…
Should Parents Tell Their Adult Children What’s in Their Estate Planning Documents? Yes.
By Patricia M. Angus – Originally published on Wealth Management.com in February 2015. In general, transparency is the best approach. In general, I believe transparency…
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…
‘Tis the Season: Year-end planning that doesn’t lead your clients down the road to conflict
By Patricia M. Angus – Originally published on Wealth Management.com in December 2014. Year-end planning that doesn’t lead your clients down the road to conflict….
Family Feuds: Lessons learned from the headlines
By Patricia M. Angus – Originally published in Trusts & Estates, November 2014 Hardly a day goes by without a headline about a “family business feud”…
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…
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…
What is a “Family?”
Supreme Court rulings highlight timeless estate planning questions By Patricia M. Angus – Originally published in Trusts & Estates, June 2013 This has been quite 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…
Island Hopping
An archipelago can be a model for healthy relationships. By Patricia M. Angus – Originally published in Trusts & Estates, December 2012 Last month, I had…
Family Governance Meets Family Dynamics: a Survey and Strategies for Successful Joint Philanthropy
By Patricia M. Angus and Fredda Herz Brown, Ph.D. – Originally published on NCFP Passages in 2007. The Smith family* had been running their foundation…
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…