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?
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…
Review of Reviews: “How Should Inheritance Law Remediate Inequality?” 97 Wash. L. Rev. __ (forthcoming 2022)
By Patricia M. Angus – Originally published in Trusts & Estates, November 2022 Inequality—or rather, disparity—of wealth is perhaps the most complex and vexing issue of our time.1 The law review article, “How Should Inheritance Law Remediate Inequality?” focuses on the challenges…
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.
Corporate or Individual Trustee?
By Patricia M. Angus, published in NAPFA, February 2021 Selecting a trustee for family trusts is one of the most important decisions a client will make. This article offers some context and guidance on how you can help your clients make…
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…
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…
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…
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 owners, advisors and managers gathered at Columbia Business School’s Fourth Annual Family Business Conference to…
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,…
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…
Changing Lenses: How perspective affects family wealth advising
By Patricia M. Angus – Originally published in Trusts & Estates, January 29, 2015 As an amateur photography student, I’ve spent many hours learning about techniques…
‘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”…
Private Wealth Advice in the Social Media Era
If work is done well but no one tweets about it, is it still good? By Patricia M. Angus – Originally published in Trusts & Estates,…
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…
Scattergories?
Getting on the right track for financial security By Patricia M. Angus – Originally published in Trusts & Estates, May 2014 As a long-time proponent of…
Estate Planning Metrics
Outcomes beyond measure? By Patricia M. Angus – Originally published in Trusts & Estates, March 2014 “Metrics” is a hot word these days. In the world…
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…
New Year’s Resolutions
Goals for 2014 to improve client/advisor relationships By Patricia M. Angus – Originally published in Trusts & Estates, December 2013 As another year ends and a…
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…
Trust and Miracles
A simple test as useful groundwork for establishing a long-term relationship By Patricia M. Angus – Originally published in Trusts & Estates, May 2013 The word…
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…
Client Engagement
How to improve participation to achieve better results By Patricia M. Angus – Originally published in Trusts & Estates, September 2012 For more than a decade,…
A View of the Bridge
An enduring Italian landmark offers up lessons for private wealth advisors By Patricia M. Angus – Originally published in Trusts & Estates, August 2012 While on…
Being “Good With Clients”
Four common assumptions to avoid By Patricia M. Angus – Originally published in Trusts & Estates, July 2012 As an aspiring lawyer interviewing for an associate…
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