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.

Resource Topics

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...
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Family Enterprise / Family Office / Governance / Philanthropy / / Wealth Management

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? Read Full Article on Columbia...
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All Resources / Family Enterprise / Family Office

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...
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All Resources / Family Enterprise / Family Office

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...
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Advisor-Client Relationships / All Resources / Family Dynamics / Family Enterprise / Family Office / Governance

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...
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Family Dynamics / Family Office

Guidance for Family Offices: How to approach ESG investing

March 1, 2021

By Patricia Angus and Camille Korschun – Originally published in Family Enterprise Insights, March 2021 Introduction: Environmental, Social, and Governance investing (ESG investing) is an…

Read More

Pritzker Family Enterprise: A Family Governance Case Study

March 7, 2014

By Patricia M. Angus – Originally published on Columbia CaseWorks Fall 2013 What does the Pritzker family story, one of the wealthiest and most philanthropic…

Read More

Reality Trumps Myth: Pritzker family enterprise story

March 1, 2014

By Patricia M. Angus – Originally published in Trusts & Estates, March 2014 Family business, trust and estate planners have been relying on a set…

Read More

Family Meetings Come of Age: How to create an effective forum for all generations

January 1, 2013

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…

Read More

Sharing the Family Vacation Home

January 1, 2004

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…

Read More