Governance

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.

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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Governance for Business-Owning Families (Part II): It starts at the top

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...
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Governance for Business-Owning Families (Part I): An often overlooked challenge

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...
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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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Family Governance Meets Family Dynamics: a Survey and Strategies for Successful Joint Philanthropy

By Patricia M. Angus and Fredda Herz Brown, Ph.D. - Originally published on NCFP Passages in 2007. The Smith family* had been running their foundation for about four years when it hit a roadblock. Mr. and Mrs. Smith, in their...
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A Road Map: Choosing Advisors To Help Your Family With Governance and Family Dynamics

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...
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The Family Governance Pyramid: From Principles to Practice

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...
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Family Governance: A Primer for Philanthropic Families

By Patricia M. Angus - Originally published on NCFP Passages in 2004. Families who engage in philanthropy together have a unique opportunity to make a positive impact on the world and to share an experience that can enrich their lives...
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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…

Read More

Governance for Business-Owning Families (Part II): It starts at the top

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…

Read More

Governance for Business-Owning Families (Part I): An often overlooked challenge

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…

Read More

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…

Read More

Family Governance Meets Family Dynamics: a Survey and Strategies for Successful Joint Philanthropy

By Patricia M. Angus and Fredda Herz Brown, Ph.D. – Originally published on NCFP Passages in 2007. The Smith family* had been running their foundation…

Read More

A Road Map: Choosing Advisors To Help Your Family With Governance and Family Dynamics

By Jane N. Abitanta, Patricia M. Angus, and Fredda Herz Brown – December 7, 2006 General Tips for Your Selection Process 1.  Consider this a…

Read More

The Family Governance Pyramid: From Principles to Practice

By Patricia M. Angus – Originally published in Journal of Wealth Management in 2005 Virtually every family of significant wealth lives within a family gover­nance…

Read More

Family Governance: A Primer for Philanthropic Families

By Patricia M. Angus – Originally published on NCFP Passages in 2004. Families who engage in philanthropy together have a unique opportunity to make a…

Read More