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
Patricia is a prolific author and widely-considered expert on the subject of Governance. Below you’ll find several of her most sought-after considerations.
By Patricia M. Angus – Originally published in WealthManagement.com March 2018 The world is full of family businesses. Literally. Most of the world’s businesses are owned, controlled and often managed by a group of family members.1 These families face challenges that are quite complex, including how to do well in the business and in the […]Read More
By Patricia M. Angus – Originally published in WealthManagement.com March 2017 Families who own businesses face a challenge they often overlook, that is, “governing” all that they do together inside, and outside, of the business. Admittedly, governance itself is fraught with connotations that range from the highest aspirations to something far at the other end […]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 Jane N. Abitanta, Patricia M. Angus, and Fredda Herz Brown – December 7, 2006 General Tips for Your Selection Process 1. Consider this a learning experience having a number of firms and/or individuals to choose from will help your family continue to focus your requirements. 2. Clearly define the family’s criteria for advisor selection […]Read More
By Patricia M. Angus – Originally published in Journal of Wealth Management in 2005 Virtually every family of significant wealth lives within a family governance system, yet few know that this is the case and even fewer know how to ensure that they are in charge of the system and that it operates for their […]Read More