Family Office
Are you or your client looking towards establishing a new family office? Or, is your existing family office experiencing some growing pains or facing a specific challenging decision? We hope you find some guidance in the resources below.
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…
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…
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…
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…
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 started writing under the theme “building bridges,” eight years ago, I had two goals in…
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,…
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?
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 families in the United States, tell us about family governance?
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 of assumptions about client goals, family relationships and the definition of “success” for as long…
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 hour watching the bevy of TV shows that were focused on the ways that the…
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 the opportunity to walk through a city that’s connected as much by its bridges as…
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 up a Family Council. While the particular roles and responsibilities of Family Councils vary across…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…