All Resources
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 speed fast? Patricia's essential guidebook is now available as an audiobook.
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 come from, what purpose do they serve?How trusts have changed over the years?Two types of...
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 clients as they find them. If you’re writing a will or doing an estate plan,...
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 below to listen for insightful information and aspects to consider. Listen on Apple Podcasts
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 advisors) assume that a primary goal of their work is to reduce their clients’ taxes...
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 irresponsible. Patricia Angus and other experts offer advice on the delicate balance wealthy parents face...
Tamarind Learning Podcast: The Beneficiary Primer
https://youtu.be/q2f3XWdbPQY 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 discusses her book, The Beneficiary Primer, with Kirby Rosplock, PhD, Founder and CEO of...
Tamarind Learning Podcast: The Trustee Primer
https://www.youtube.com/watch?v=1twbEuV0-fQ 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 discusses her book, The Trustee Primer, with Kirby Rosplock, PhD, Founder and CEO of...
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 of the astounding confluence of events that shook the world in the past year. Family...
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 settled into “self-isolation” mode. Working at home, your family is now nearby—physically and/or on the...
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 Enterprise Program. Below are links to: "What is wealth?" and "Competition vs. Collaboration": https://youtu.be/qd7ZTwWPBC4 A...
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 saga of the Redstone family? Read Full Article on Columbia Business School Caseworks
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 knot. Settling down. Getting hitched. Taking the plunge. Regardless of what you call it, getting...
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...
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 story about a conversation she had with a cab driver about wealth and life and...
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 society For too long, family business was not only off the radar of graduate schools...
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...
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…
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…
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…
Ten Facts Every Trust Beneficiary Should Know
By Patricia M. Angus – Originally published in Private Wealth Management in 2003. After years of working with families to establish trusts, and with individual…
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