Family Enterprise
Below are resources that address the complex and vast landscape of Family Enterprise.
From Textiles to Multi-generational Wealth: The Shah Family Enterprise
By Patricia M. Angus – Originally published on Columbia CaseWorks, Spring 2024 What are the factors that drove a family-owned chemical company’s success, and how can the family balance monetization of the business with the desire to continue the legacy?
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 family business realize it’s time to do some estate planning. Their email inboxes have been…
Everything Everywhere All at Once?
Family Enterprises in 2024
By Patricia M. Angus – Originally published in Trusts & Estates, January 2024 The 2023 Academy Awards ceremony was quite a sweep for the film Everything Everywhere All at Once,1 which conventions, including genre, casting, plot and the time-space continuum. Looking…
Complex Family Enterprise: A new way to describe a growing phenomenon
By Patricia M. Angus – Originally published in Trusts & Estates, March 2023 Trusts and estates practitioners (for example, lawyers, accountants and investment advisors) take their clients as they find them. If you’re writing a will or doing an estate plan,…
Your Family Business Needs a Board
By Patricia M. Angus, published in Harvard Business Review, September 08, 2022 A board should be at the helm of any family business, steering the business in the right direction. If you wish to have a business that is resilient and…
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. Patricia outlines the first steps that families need to take before starting their estate plans.…
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…
Virtual Fireside Chat with Leading Family Enterprise and Family Office Experts
The role of family offices in structuring and advising families with regards to liquidity events and family dynamics. Strategies for families to intelligently run and manage the risks associated with private wealth and operating businesses concurrently…
Sustainable Growth Drivers for Family Enterprises
This webinar draws from the experiences of different stakeholders, explores how family businesses in Africa have evolved, the challenges faced, and the main drivers behind sustainable growth of these enterprises based on three pillars: economic, environmental, and social.
The Purpose and Power of Family Governance
By Patricia M. Angus – Originally published as a blogpost for NCFP, June, 2021Excerpt from “Passages Issue Brief: Enhancing Your Family Philanthropy with The Family Governance Pyramid” by Ms. Angus. Over the past few decades, practitioners and academics from various disciplines…
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…
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…
What Role Should a Family Business Play in Its Community?
By Patricia M. Angus, published in Harvard Business Review, February 06, 2020 As a family business leader, you must ask: what is your understanding of the “social contract” today, in 2020? How do the family and other stakeholders view the multiple…
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”:
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 was considered by many to be the greatest public health threat to the well-being of…
How Should a Family Firm Approach an Ethical Dilemma?
Family firms comprise between 70 and 90% of economic activity depending on the country or region, so the impact of family business ethics can be dramatic. In this conversation, Columbia Business School Professor Patricia Angus and IAE Professor Pedro Vazquez,…
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…
Columbia Business School discussion on Enterprising Families: Challenges, Opportunities, and Keys to Success
Many families today co-own complex businesses, trusts, and investments, but there’s no single guidebook for these enterprising families on how to do all this together, with meaning, purpose, and impact. In this webinar, Columbia Business School’s Patricia Angus — 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?
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…
Six Ways To Improve Family Business Governance
All business-owning families already have governance in place on multiple levels, but it’s often overlooked. By Patricia M. Angus – Originally published in Trusts & Estates,…
Successfully Climbing the Growth Ladder in Family Enterprises
Highlights from Columbia Business School’s annual conference. By Patricia Riberas – Originally published in Trusts & Estates, March 10, 2017 On Feb. 17, 2017, family business…
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…
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…
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…
My Family Enterprise Day
Don’t overlook what’s all around you By Patricia M. Angus – Originally published in Trusts & Estates, May 2014 Planning for family businesses is becoming a…
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…
Which Gen?
Questioning the Labeling Trend By Patricia M. Angus – Originally published in Trusts & Estates, May 2013 The private wealth management industry has recently directed its…
The Perfect Storm?
It’s brewing on the estate-planning horizon, and clients and their advisors may be heading directly into it By Patricia M. Angus – Originally published in Trusts…
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…
What is a family council and when should a family consider establishing one?
By Patricia M. Angus – Originally published by National Center for Family Philanthropy, October 15, 2012 Many families with multiple branches may elect to set…
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…
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