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 greater than their individual efforts alone could accomplish. A private family enters the public realm […]Read More
Philanthropy is a vital aspect of estate planning. Below examines how a family might consider its legacy.
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 a broad range of criteria such as the business’s environmental impact, social practices, and governance […]Read More
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. Superlatives such as “unprecedented,” “monumental” and “historic” do little justice to describe the state of […]Read More
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 asks the question – “Are you wealthy?” This question may seem at first blush easy […]Read More