All Resources

Themes for Family Businesses in 2023

Uncertainty and digitalization are among the challenges. By Patricia M. Angus – Originally published in Trusts & Estates, December 2022 Will 2023 be the year that the pandemic is put behind us? Will the political and economic volatility that defined 2022…

From Textiles to Multi-generational Wealth: The Shah Family Enterprise

By Patricia M. Angus – Originally published on Columbia CaseWorks, Spring 2024 What are the factors that drove a family-owned chemical company’s success, and how can the family balance monetization of the business with the desire to continue the legacy?

Trust Ownership of Family Businesses:
Planning for the Future

By Patricia M. Angus – Originally published in Trusts & Estates, February 2024 The scenario is all too common. The founders (or non-founding owners) of a family business realize it’s time to do some estate planning. Their email inboxes have been…

Everything Everywhere All at Once?
Family Enterprises in 2024

By Patricia M. Angus – Originally published in Trusts & Estates, January 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 time-space continuum. Looking…

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. Key concepts are distilled…

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:Trusts: what they are, where they come from, purposes they serve.How trusts have changed over the years.Two types of trusts: revocable…

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,…

Your Family Business Needs a Board

By Patricia M. Angus, published in Harvard Business Review, September 08, 2022 A board should be at the helm of any family business, steering the business in the right direction. If you wish to have a business that is resilient and…

Mental Health and Estate Planning

Patricia joins Arden O’Connor of the Beyond the Balance Sheet podcast in a discussion about estate planning with mental health and addiction issues in mind. Patricia outlines the first steps that families need to take before starting their estate plans.…

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…

Virtual Fireside Chat with Leading Family Enterprise and Family Office Experts

The role of family offices in structuring and advising families with regards to liquidity events and family dynamics. Strategies for families to intelligently run and manage the risks associated with private wealth and operating businesses concurrently…

Sustainable Growth Drivers for Family Enterprises

This webinar draws from the experiences of different stakeholders, explores how family businesses in Africa have evolved, the challenges faced, and the main drivers behind sustainable growth of these enterprises based on three pillars: economic, environmental, and social.

The Purpose and Power of Family Governance

By Patricia M. Angus – Originally published as a blogpost for NCFP, June, 2021Excerpt from “Passages Issue Brief: Enhancing Your Family Philanthropy with The Family Governance Pyramid” by Ms. Angus. Over the past few decades, practitioners and academics from various disciplines…

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

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…

Primer on Family Trust Beneficiaries:
Things to Consider

In this episode of FFI Practitioner‘s weekly podcast, FFI Fellow Patricia Angus discusses her most recent book, The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts, which serves as a resource for beneficiaries, trustees, advisors, and other practitioners to navigate,…

The Trustee Primer: A Guide for Personal Trustees

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 discusses her book, The Trustee Primer, with Kirby Rosplock, PhD, Founder and CEO of Tamarind Partners.

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…