Podcasts and Webinars
A collection of some of the many and recent discussions with fellow thought-leaders covering a range of topics.
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…
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.…
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.
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,…
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.
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…
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”:
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.
How Should a Family Firm Approach an Ethical Dilemma?
Family firms comprise between 70 and 90% of economic activity depending on the country or region, so the impact of family business ethics can be dramatic. In this conversation, Columbia Business School Professor Patricia Angus and IAE Professor Pedro Vazquez,…
Columbia Business School discussion on Enterprising Families: Challenges, Opportunities, and Keys to Success
Many families today co-own complex businesses, trusts, and investments, but there’s no single guidebook for these enterprising families on how to do all this together, with meaning, purpose, and impact. In this webinar, Columbia Business School’s Patricia Angus — a…
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…
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…
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…
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….
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…
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…
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…
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.
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,…
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…
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…
How Should a Family Firm Approach an Ethical Dilemma?
Family firms comprise between 70 and 90% of economic activity depending on the country or region, so the impact of family business ethics can be…
Columbia Business School discussion on Enterprising Families: Challenges, Opportunities, and Keys to Success
Many families today co-own complex businesses, trusts, and investments, but there’s no single guidebook for these enterprising families on how to do all this together,…
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…