Philanthropy
Philanthropy is a vital aspect of estate planning. Below examines how a family might consider its legacy.
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,…
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…
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…
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.…
Carter Center Legacy Circle: Your Values and Your Legacy
Often, the guiding principles or values that ground our perspective and shape our resilience are unspoken, or, more often, unwritten. By focusing on our values, we can come to know ourselves better, and we can be intentional about sharing the…
What Role Should a Family Business Play in Its Community?
By Patricia M. Angus, published in Harvard Business Review, February 06, 2020 As a family business leader, you must ask: what is your understanding of the “social contract” today, in 2020? How do the family and other stakeholders view the multiple…
Dream it up, Pass it down: A Guide to Legacy Giving at 92Y
Patricia joins Emily Tisch Sussman, host of Your Primary Playlist podcast, for a lively and educational discussion on wealth planning for and with the next generation. Recorded December 11, 2019, at the 92nd Street Y.
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?
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…
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…
Donor Networking
By Patricia M. Angus – Originally published in Trusts & Estates, 2015 New philanthropists often are baffled by challenges after their foundation is established or donations are made. Here’s how to help them help themselves. Charitable giving through private foundations, trusts…
Pritzker Family Enterprise: A Family Governance Case Study
By Patricia M. Angus – Originally published on Columbia CaseWorks Fall 2013 What does the Pritzker family story, one of the wealthiest and most philanthropic families in the United States, tell us about family governance?
Estate Planning Metrics
Outcomes beyond measure?
By Patricia M. Angus – Originally published in Trusts & Estates, March 2014 “Metrics” is a hot word these days. In the world of charitable giving, how they measure, evaluate and assess outcomes. Non-profit organizations are encouraged to run their operations…
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…
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…
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…
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…
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…
Carter Center Legacy Circle: Your Values and Your Legacy
Often, the guiding principles or values that ground our perspective and shape our resilience are unspoken, or, more often, unwritten. By focusing on our values,…
What Role Should a Family Business Play in Its Community?
By Patricia M. Angus, published in Harvard Business Review, February 06, 2020 As a family business leader, you must ask: what is your understanding of the…
Dream it up, Pass it down: A Guide to Legacy Giving at 92Y
Patricia joins Emily Tisch Sussman, host of Your Primary Playlist podcast, for a lively and educational discussion on wealth planning for and with the next generation. Recorded December…
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…
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…
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…
Donor Networking
By Patricia M. Angus – Originally published in Trusts & Estates, 2015 New philanthropists often are baffled by challenges after their foundation is established or donations…
Pritzker Family Enterprise: A Family Governance Case Study
By Patricia M. Angus – Originally published on Columbia CaseWorks Fall 2013 What does the Pritzker family story, one of the wealthiest and most philanthropic…
Estate Planning Metrics
Outcomes beyond measure?
By Patricia M. Angus – Originally published in Trusts & Estates, March 2014 “Metrics” is a hot word these days. In the world of charitable giving,…
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…
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…