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 a broad range of criteria such as the business’s environmental impact, social practices, and governance […]Read More
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.
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?Read More
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 as the industry has existed. While many of these assumptions have served both advisors and […]Read More
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 American family was evolving in the late 1960s and early 1970s. The fact that I […]Read More
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 with friends and family in an age-old ritual. Some families have been doing it for […]Read More