Social Responsibility

How does and can wealth impact society as a whole?

Resource Topics

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…

Read More about What Role Should a Family Business Play in Its Community?

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…

Read More about The Family Governance Pyramid: Enhancing and Guiding Your Family Philanthropy

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…

Read More about Guidance for Family Offices: How to approach ESG investing

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.…

Read More about Social Contract 2021

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.

Read More about Dream it up, Pass it down: A Guide to Legacy Giving at 92Y

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…

Read More

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…

Read More

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…

Read More

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…

Read More

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…

Read More