Taking part in your own education is essential to growth. Sometimes a succinct article can help you get up to speed on a topic faced by your family, or to gain insights on an issue faced by a client. Patricia Angus is a prolific author who writes to educate and empower individuals, families, and advisors. Click any link below to download an article.

Family Enterprise

• Governance for Business-Owning Families: An often overlooked challenge (Part I)
• Governance for Business-Owning Families: An often overlooked challenge (Part II)
• Next Gen 2.0: Taking things to a higher level
• Pritzker Family Enterprise: A Family Governance Case Study
• Maximizing Profits While Minimizing Costs: The Key Legal Issues
• House of Redstone: Family Enterprise in Three Acts

Family Estate/ Wealth Planning

• Got Love? Getting to the “heart” of it
• Estate and Wealth Planning for Family Enterprises: Reality – not myth – As the Proper Starting Point

Family Governance

• The Year of Governance: A dominating theme on the global, national and family levels
• How to Start on the Path to Long-term Wealth Preservation and Growth
• The Family Governance Pyramid: From Principles to Practice
• Family Governance: A Primer for Philanthropic Families
• The Trustee as Regent Within a Family Governance System with James E. Hughes, Jr.

Philanthropy

• Family Governance Meets Family Dynamics: a Survey and Strategies for Successful Joint Philanthropy with Fredda Herz Brown
• The Importance of Discussing Philanthropy With Your Clients
• Donor Networking

Trusts

• Ten Facts Every Trust Beneficiary Should Know

Practitioners

• Practice, Practice, Practice: Musings on being a “Practitioner”
• A Rose by Any Other Name: Family firm terminology as a divider or unifier?
• A Bridge Too Far?

Wealth Management

• Private Wealth Management: What’s in a Name? 
• Know Your Client?

Women and Wealth

• What Do Women Really Want? Estate Planning Tailored to Women’s Needs