Practitioners
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,…
Corporate or Individual Trustee?
By Patricia M. Angus, published in NAPFA, February 2021 Selecting a trustee for family trusts is one of the most important decisions a client will make. This article offers some context and guidance on how you can help your clients make…
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”:
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…
Hearing Women’s Voices in Wealth Planning
Bringing everyone to the table. By Patricia M. Angus – Originally published on Wealth Management.com in October 2015. Earlier this week, I spoke at a conference on Private Wealth Management in Latin America. While that region may not be known…
Changing Lenses: How perspective affects family wealth advising
By Patricia M. Angus – Originally published in Trusts & Estates, January 29, 2015 As an amateur photography student, I’ve spent many hours learning about techniques and tools to improve my skills in taking, making and presenting photographs. As I’ve been…
Donor Networking
New philanthropists often are baffled by challenges after their foundation is established or donations are made. Here’s how to help them help themselves. By Patricia M. Angus – Originally published in Trusts & Estates, 2015 Charitable giving through private foundations, trusts…
Scattergories?
Getting on the right track for financial security By Patricia M. Angus – Originally published in Trusts & Estates, May 2014 As a long-time proponent of knowing one’s own finances to be able to live a financially secure and purposeful life,…
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…
Corporate or Individual Trustee?
By Patricia M. Angus, published in NAPFA, February 2021 Selecting a trustee for family trusts is one of the most important decisions a client will make….
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…
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…
Hearing Women’s Voices in Wealth Planning
Bringing everyone to the table. By Patricia M. Angus – Originally published on Wealth Management.com in October 2015. Earlier this week, I spoke at a…
Changing Lenses: How perspective affects family wealth advising
By Patricia M. Angus – Originally published in Trusts & Estates, January 29, 2015 As an amateur photography student, I’ve spent many hours learning about techniques…
Donor Networking
New philanthropists often are baffled by challenges after their foundation is established or donations are made. Here’s how to help them help themselves. By Patricia…
Scattergories?
Getting on the right track for financial security By Patricia M. Angus – Originally published in Trusts & Estates, May 2014 As a long-time proponent of…