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,...
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...
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...
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…
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…