Wealth Management
How does traditional wealth management interface with the needs of a family enterprise?
Everything Everywhere All at Once?
Family Enterprises in 2024
By Patricia M. Angus – Originally published in Trusts & Estates, January 2024 The 2023 Academy Awards ceremony was quite a sweep for the film Everything Everywhere All at Once,1 which conventions, including genre, casting, plot and the time-space continuum. Looking…
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,…
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…
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…
Successfully Climbing the Growth Ladder in Family Enterprises
Highlights from Columbia Business School’s annual conference. By Patricia Riberas – Originally published in Trusts & Estates, March 10, 2017 On Feb. 17, 2017, family business owners, advisors and managers gathered at Columbia Business School’s Fourth Annual Family Business Conference to…
Are You “Wealthy”?
Questions for the Industry and Our Clients
By Patricia M. Angus – Originally published on WealthManagement.com June 2016 Recently, I took a taxi to the airport after leaving a conference focused on the challenges and opportunities of families with “great wealth” — that is, families with extraordinary…
Planning Trust Administration to Avoid Conflict
By Patricia M. Angus – Originally published in WealthManagement.com in December 2014 In wealth management, the trust is the most common structure used to realize our widely recognized and accepted freedom of disposition. Within broad parameters, the law of trusts…
Private Wealth Advice in the Social Media Era
If work is done well but no one tweets about it, is it still good? By Patricia M. Angus – Originally published in Trusts & Estates, September 2014 We’ve all heard the question: “If a tree falls in the forest and…
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,…
New Year’s Resolutions
Goals for 2014 to improve client/advisor relationships By Patricia M. Angus – Originally published in Trusts & Estates, December 2013 As another year ends and a new one begins, it’s hard not to reflect on achievements and shortcomings—all the things that…
Now What?
The hard work has only just begun By Patricia M. Angus – Originally published in Trusts & Estates, January 2013 The collective sigh among lawyers, accountants and investment advisors across the United States was practically audible as Dec. 31, 2012 came…
Know Your Client?
By Patricia M. Angus – Originally published in Private Wealth Management in 2011 It is hard to discuss private wealth management, especially in the international context, without using the term “KYC’; the acronym for Know Your Client. Since 9/11, and for…
Everything Everywhere All at Once?
Family Enterprises in 2024
By Patricia M. Angus – Originally published in Trusts & Estates, January 2024 The 2023 Academy Awards ceremony was quite a sweep for the film Everything…
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…
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…
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…
Successfully Climbing the Growth Ladder in Family Enterprises
Highlights from Columbia Business School’s annual conference. By Patricia Riberas – Originally published in Trusts & Estates, March 10, 2017 On Feb. 17, 2017, family business…
Are You “Wealthy”?
Questions for the Industry and Our Clients
By Patricia M. Angus – Originally published on WealthManagement.com June 2016 Recently, I took a taxi to the airport after leaving a conference focused on…
Planning Trust Administration to Avoid Conflict
By Patricia M. Angus – Originally published in WealthManagement.com in December 2014 In wealth management, the trust is the most common structure used to realize…
Private Wealth Advice in the Social Media Era
If work is done well but no one tweets about it, is it still good? By Patricia M. Angus – Originally published in Trusts & Estates,…
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…
New Year’s Resolutions
Goals for 2014 to improve client/advisor relationships By Patricia M. Angus – Originally published in Trusts & Estates, December 2013 As another year ends and a…
Know Your Client?
By Patricia M. Angus – Originally published in Private Wealth Management in 2011 It is hard to discuss private wealth management, especially in the international context,…