Estate/Wealth Planning
The below resources cover a wide spectrum of aspects and things to consider in both estate planning and wealth preservation.
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?
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…
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…
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…
Tamarind Learning Podcast: The Beneficiary Primer
In this podcast, Patricia Angus, Managing Director of the Global Family Enterprising Program and Faculty Director of the Enterprising Family Executive Program at Columbia University discusses her book, The Beneficiary Primer, with Kirby Rosplock, PhD, Founder and CEO of Tamarind…
Primer on Family Trust Beneficiaries:
Things to Consider
In this episode of FFI Practitioner‘s weekly podcast, FFI Fellow Patricia Angus discusses her most recent book, The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts, which serves as a resource for beneficiaries, trustees, advisors, and other practitioners to navigate,…
Tamarind Learning Podcast: The Trustee Primer
In this podcast, Patricia Angus, Managing Director of the Global Family Enterprising Program and Faculty Director of the Enterprising Family Executive Program at Columbia University discusses her book, The Trustee Primer, with Kirby Rosplock, PhD, Founder and CEO of Tamarind Partners.
Carter Center Legacy Circle: Your Values and Your Legacy
Often, the guiding principles or values that ground our perspective and shape our resilience are unspoken, or, more often, unwritten. By focusing on our values, we can come to know ourselves better, and we can be intentional about sharing the…
Dream it up, Pass it down: A Guide to Legacy Giving at 92Y
Patricia joins Emily Tisch Sussman, host of Your Primary Playlist podcast, for a lively and educational discussion on wealth planning for and with the next generation. Recorded December 11, 2019, at the 92nd Street Y.
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…
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…
Hearing Women’s Voices in Wealth Planning
Bringing everyone to the table. By Patricia M. Angus – Originally published on Wealth Management.com in October 2015. Earlier this week, I spoke at a conference on Private Wealth Management in Latin America. While that region may not be known…
What Do Women Really Want? Estate Planning Tailored to Women’s Needs
By Patricia M. Angus – Originally published in Private Wealth Management in 2004 Sigmund Freud, who figured out a great deal about the human psyche, was unable to answer one key question: “What do women really want?” A century later,…
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 excellent opportunity to focus attention on how best to advise family enterprises for the long-term…
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…
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 is the best approach to estate planning when a client has adult children. Of course,…
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…
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…
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….
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…
Tamarind Learning Podcast: The Beneficiary Primer
In this podcast, Patricia Angus, Managing Director of the Global Family Enterprising Program and Faculty Director of the Enterprising Family Executive Program at Columbia University…
Primer on Family Trust Beneficiaries:
Things to Consider
In this episode of FFI Practitioner‘s weekly podcast, FFI Fellow Patricia Angus discusses her most recent book, The Beneficiary Primer: A Guide for Beneficiaries of Family…
Tamarind Learning Podcast: The Trustee Primer
In this podcast, Patricia Angus, Managing Director of the Global Family Enterprising Program and Faculty Director of the Enterprising Family Executive Program at Columbia University discusses her book, The Trustee Primer, with Kirby Rosplock, PhD, Founder and CEO of Tamarind Partners.
Carter Center Legacy Circle: Your Values and Your Legacy
Often, the guiding principles or values that ground our perspective and shape our resilience are unspoken, or, more often, unwritten. By focusing on our values,…
Dream it up, Pass it down: A Guide to Legacy Giving at 92Y
Patricia joins Emily Tisch Sussman, host of Your Primary Playlist podcast, for a lively and educational discussion on wealth planning for and with the next generation. Recorded December…
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…
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,…
Hearing Women’s Voices in Wealth Planning
Bringing everyone to the table. By Patricia M. Angus – Originally published on Wealth Management.com in October 2015. Earlier this week, I spoke at a…
What Do Women Really Want? Estate Planning Tailored to Women’s Needs
By Patricia M. Angus – Originally published in Private Wealth Management in 2004 Sigmund Freud, who figured out a great deal about the human psyche,…
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…
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…
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…