All Resources
Governance for Business-Owning Families (Part I): An often overlooked challenge
21st Century Trustees
Are You “Wealthy”?
After the Plan: Guiding personal trustees: the challenge and some ways to address this
Next Gen 2.0: Taking things to a higher level
Hearing Women’s Voices in Wealth Planning
What Do Women Really Want? Estate Planning Tailored to Women’s Needs
Mindfulness in Advisor-Client Relationships
Estate and Wealth Planning for Family Enterprises: Reality – not myth – As the Proper Starting Point
Beyond the Traditional Estate Planning ‘Choices’
Should Parents Tell Their Adult Children What’s in their Estate-Planning Documents? Yes.
Planning Trust Administration to Avoid Conflict
‘Tis the Season: Year-end planning that doesn’t lead your clients down the road to conflict
Attending to a Client’s True Needs
Pritzker Family Enterprise: A Family Governance Case Study
Reality Trumps Myth: Pritzker family enterprise story
Got Love? Getting to the “heart” of it
May I Help You? – How perspective matters in client-advisor relationships
Family Meetings Come of Age: How to create an effective forum for all generations
Family Governance Meets Family Dynamics: a Survey and Strategies for Successful Joint Philanthropy
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Everything Everywhere All at Once?
Family Enterprises in 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…
Audiobook – The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts
Have you been named as beneficiary of a family trust? Does it feel overwhelming? Are you looking for some practical information to get up to…
Wealth Transfer Between Generations, Primer for Trustees and Beneficiaries
In this episode of the podcast Talking Billions, Patricia talks with Bogumil Baranowski of Sicart Associates, LLC. Together they explore:What are trusts, where did they…
Complex Family Enterprise: A new way to describe a growing phenomenon
By Patricia M. Angus – Originally published in Trusts & Estates, March 2023 Trusts and estates practitioners (for example, lawyers, accountants and investment advisors) take their…
Mental Health and Estate Planning
Patricia joins Arden O’Connor of the Beyond the Balance Sheet podcast in a discussion of how mental illness may impact the estate planning process. Click…
In Tax We Trust: Implications of growing societal and client trends
By Patricia M. Angus – Originally published on WealthManagement.com on February 13, 2022 Most private wealth advisors (including trusts and estates lawyers, accountants and investment…
The Family Governance Pyramid: Enhancing and Guiding Your Family Philanthropy
By Patricia M. Angus – Originally published in NCFP’s Passages July 2021 OVERVIEW Family philanthropy is a very important expression of a family’s commitment to…
How Should Wealthy Parents Treat Wayward Offspring?
by Emma Jacobs – Originally published in Financial Times on May 26, 2021Giving children too much money, too early, risks indulging them and making them…
Tamarind Learning Podcast: The Beneficiary Primer
In this podcast, Patricia Angus, Managing Director of the Global Family Enterprising Program and Faculty Director of the Enterprising Family Executive Program at Columbia University…
Tamarind Learning Podcast: The Trustee Primer
In this podcast, Patricia Angus, Managing Director of the Global Family Enterprising Program and Faculty Director of the Enterprising Family Executive Program at Columbia University…
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…
Social Contract 2021
By Patricia M. Angus – Originally published on WealthManagement.com February 2021 The year 2021 started with a bang, not a whimper. The pain, confusion, conflicts…
Family Enterprise in The Center of it All
By Patricia M. Angus – Originally published on WealthManagement.com, December 2020 It’s impossible to look at 2020 and not see family enterprises in the center…
COVID Conversations
By Patricia M. Angus – Originally published in WealthManagement.com April 2020 By now, unless you work in health care or an “essential business,” you’ve likely…
Founding Women of Family Wealth
Patricia Angus convened the Founding Women of Family Wealth for a series of panel discussions exploring the practitioner perspective, at Columbia Business School Global Family…
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…
Weddings, Engagements and Prenups
Help clients address the “what ifs” before the “I dos.” By Marvin Blum – Originally published on Trusts and Estates in February 2018. Tying the…
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…
Are You Wealthy?
Wealth of Wisdom Podcast, Episode 21, 2018 In the first chapter of the book, Wealth of Wisdom (McCullough & Whitaler), Patricia Angus tells a fascinating…
A Bridge Too Far?
By Patricia M. Angus – Originally published on Wealth Management.com on March 7, 2017. How academia is essential to the future of family, business and…