Wealth Management

How does traditional wealth management interface with the needs of a family enterprise?

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...

Are You “Wealthy”?

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...

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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...

Wealth Management

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