Podcasts and Webinars

A collection of some of the many and recent discussions with fellow thought-leaders covering a range of topics.

Resource Topics

Mental Health and Estate Planning

Patricia joins Arden O'Connor of the Beyond the Balance Sheet podcast in a discussion of how mental illness may impact the estate planning process. Click below to listen for insightful information and aspects to consider. Listen on Apple Podcasts
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Estate/Wealth Planning / Family Dynamics / Family Enterprise / Podcasts and Webinars

Tamarind Learning Podcast: The Beneficiary Primer

https://youtu.be/q2f3XWdbPQY 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...
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Estate/Wealth Planning / Podcasts and Webinars / Trusts

Tamarind Learning Podcast: The Trustee Primer

https://www.youtube.com/watch?v=1twbEuV0-fQ 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...
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Estate/Wealth Planning / Podcasts and Webinars / Trusts

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": https://youtu.be/qd7ZTwWPBC4 A...
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Advisor-Client Relationships / All Resources / Family Enterprise / Podcasts and Webinars / Practitioners / Women and Wealth

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

Mental Health and Estate Planning

August 3, 2022

Patricia joins Arden O’Connor of the Beyond the Balance Sheet podcast in a discussion of how mental illness may impact the estate planning process. Click…

Read More

Tamarind Learning Podcast: The Beneficiary Primer

April 7, 2021

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…

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The Trustee Primer: A Guide for Personal Trustees

Tamarind Learning Podcast: The Trustee Primer

April 7, 2021

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…

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Founding Women of Family Wealth

February 3, 2020

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…

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