Family Enterprises and Wealth (Online)NEW

Select
Date(s)
April 27–June 15, 2023
Cost
$2,600
CIBE Credits
Format
Online
Location

Family Enterprises and Wealth (Online)


Select
Date(s)
April 27–June 15, 2023
Cost
$2,600
CIBE Credits
Format
Online
Location

Overview

Impact

Program Structure

Complex Family Enterprises

Evaluate the components of complex family enterprises and characterize their aspects including a family business, family office, joint investments, and charitable endeavors.

Case Studies

Participant Profile

Faculty

Patricia M Angus - Adjunct Professor of Business, Finance and Managing Director, Global Family Enterprise Program, Columbia Business School

Patricia Marie Angus

Adjunct Professor of Business, Finance and Managing Director, Global Family Enterprise Program, Columbia Business School

Patricia M Angus - Adjunct Professor of Business, Finance and Managing Director, Global Family Enterprise Program, Columbia Business School

Patricia Marie Angus

Adjunct Professor of Business, Finance and Managing Director, Global Family Enterprise Program, Columbia Business School

Patricia Angus, a recognized thought leader in multi-generational family governance and wealth launched the Family Enterprise and Wealth MBA class at Columbia Business School. She has advised families with businesses, trusts, and charitable foundations for more than 25 years and has written numerous articles on family wealth, businesses, trusts, estate planning, philanthropy, and women’s issues.


Ms. Angus helps clients navigate some of life's most complex issues, through critical analysis, strategic planning, and compassionate guidance. She is the Founder and CEO of Angus Advisory Group LLC, an Adjunct Professor at Columbia University, and Managing Director of the Global Family Enterprise Program.
She served as Chief Wealth Advisory Officer of Shelterwood Financial Services LLC and as Family Wealth Advisor at GenSpring and JP Morgan Private Bank.

In addition, she is the author of The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts and The Trustee Primer: A Guide for Personal Trustees and writes the "Building Bridges" column on www.wealthmanagement.com.

She has received numerous awards, receiving the Family Firm Institute Inter-Disciplinary Award in 2019. Ms. Angus has been named one of the Top 50 Women in Wealth Management by Wealth Manager, a Rising Star by Private Asset Management, a finalist for Family Business Advisor of the Year by the Society of Trust and Estate Practitioners and is consistently named among the top wealth advisers by UK-based CityWealth.
 

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