Family Enterprise
Below are resources that address the complex and vast landscape of Family Enterprise.
Mental Health and Estate Planning
In Tax We Trust: Implications of growing societal and client trends
Guidance for Family Offices: How to approach ESG investing
Family Enterprise in The Center of it All
Founding Women of Family Wealth
House of Redstone: Family Enterprise in Three Acts
Governance for Business-Owning Families (Part II): It starts at the top
Governance for Business-Owning Families (Part I): An often overlooked challenge
Next Gen 2.0: Taking things to a higher level
Estate and Wealth Planning for Family Enterprises: Reality – not myth – As the Proper Starting Point
Pritzker Family Enterprise: A Family Governance Case Study
Reality Trumps Myth: Pritzker family enterprise story
Family Meetings Come of Age: How to create an effective forum for all generations
Family Governance: A Primer for Philanthropic Families
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…
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…
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…
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…
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…
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…
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…
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…
Next Gen 2.0: Taking things to a higher level
By Patricia M. Angus – Originally published in Trusts & Estates in March 2016. You can’t miss it (or them). “Next Gen” is everywhere. The…
Estate and Wealth Planning for Family Enterprises: Reality – not myth – As the Proper Starting Point
By Patricia M. Angus – Originally published on FFI on April 15, 2015. The 2015 FFI Global Conference theme of “myths and realities” provides an…
Pritzker Family Enterprise: A Family Governance Case Study
By Patricia M. Angus – Originally published on Columbia CaseWorks Fall 2013 What does the Pritzker family story, one of the wealthiest and most philanthropic…
Reality Trumps Myth: Pritzker family enterprise story
By Patricia M. Angus – Originally published in Trusts & Estates, March 2014 Family business, trust and estate planners have been relying on a set…
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…
Family Governance: A Primer for Philanthropic Families
By Patricia M. Angus – Originally published on NCFP Passages in 2004. Families who engage in philanthropy together have a unique opportunity to make a…