Philanthropy

Philanthropy is a vital aspect of estate planning. Below examines how a family might consider its legacy.

Resource Topics

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,...
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All Resources / Family Enterprise / Philanthropy / Practitioners / Wealth Management

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 society. It is a high calling for a family that wishes to have an impact...
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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 approach that incorporates factors beyond financial return in an investment decision. Namely, the investor incorporates...
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Family Enterprise / Family Office / Governance / Philanthropy / / Wealth Management

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 and challenges that families face in the United States and around the world defy description....
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Philanthropy /

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...
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Advisor-Client Relationships / Estate/Wealth Planning / Philanthropy / Podcasts and Webinars / Wealth Management

21st Century Trustees

By Patricia M. Angus - Originally published on FFI Practitioner on November 16, 2016. Business is all about the future. An entrepreneur takes an idea and makes it into a service or product that people will want even need, for...
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Advisor-Client Relationships / Estate/Wealth Planning / Philanthropy / Practitioners / Trusts

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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All Resources / Family Dynamics / Governance / Philanthropy

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...
Read More about Family Governance: A Primer for Philanthropic Families
All Resources / Family Enterprise / Governance / Philanthropy

Complex Family Enterprise: A new way to describe a growing phenomenon

March 1, 2023

By Patricia M. Angus – Originally published in Trusts & Estates, March 2023 Trusts and estates practitioners (for example, lawyers, accountants and investment advisors) take their…

Read More

The Family Governance Pyramid: Enhancing and Guiding Your Family Philanthropy

July 17, 2021

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…

Read More

Guidance for Family Offices: How to approach ESG investing

March 1, 2021

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

Social Contract 2021

February 25, 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…

Read More

Are You Wealthy?

January 1, 2018

Wealth of Wisdom Podcast, Episode 21, 2018 In the first chapter of the book, Wealth of Wisdom (McCullough & Whitaler), Patricia Angus tells a fascinating…

Read More

21st Century Trustees

November 16, 2016

By Patricia M. Angus – Originally published on FFI Practitioner on November 16, 2016. Business is all about the future. An entrepreneur takes an idea…

Read More

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

January 1, 2007

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

Family Governance: A Primer for Philanthropic Families

January 1, 2004

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