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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”:

A hot topic in family firm research today is socio-emotional wealth. Studies are focused on the reality that families look for more than financial returns from their business. This has important implications for the economy and for families. Lee Hausner figured this out decades ago. In this video, she describes how and why she broadened the definition of wealth for the families she counseled. Many in the field owe her a debt of gratitude for this shift in understanding. 
Lee Hausner Founder, IFF Advisors From Founding Women of Family Wealth
Held at Columbia Business School on February 3, 2020
Hear from Founding Women panelist Charlotte Beyer, founder of the Institute for Private Investors, author of Wealth Management Unwrapped, and President of Principle Quest Foundation, about the tension-and synergy-between competition and collaboration. Yes, you can have it both ways.
Charlotte Beyer Founder, Institute for Private Investors From Founding Women of Family Wealth.
Held at Columbia Business School on February 3, 2020

Advisor-Client Relationships, All Resources, Family Enterprise, Podcasts and Webinars, Practitioners, Women and Wealth

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Books by Patricia

  • The Trustee Primer: A Guide for Personal Trustees
  • The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts

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