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Virtual Fireside Chat with Leading Family Enterprise and Family Office Experts
You are invited to participate in a virtual Fireside Chat with two leading family enterprise and family office experts: Patricia Angus, JD, MIA, TEP, Founder and CEO of Angus Advisory Group LLC, an Adjunct Professor at Columbia Business School, and Managing Director and Co-Founder, Global Family Enterprise Program, and William Woodson, Head of Strategic Wealth Advisory and Family Enterprise Services at Silicon Valley Bank (SVB), Adjunct Lecturer for the Master's in Wealth Management Program at Columbia University’s School of Professional Studies, and Chair of Stanford University’s Global Family Office Initiative. Join Patricia, Bill, and moderator Tom Burroughes as they discuss the dynamics around family enterprises and family offices and how to build and run both successfully under one roof.
Topics of Discussion Include:
- The role of family offices in structuring and advising families with regards to liquidity events and family dynamics.
- Strategies for families to intelligently run and manage the risks associated with private wealth and operating businesses concurrently.
- Key trends in the family office industry including the emergence of different business models and how, when, and why family offices are established.
Following the conversation, the event will be opened for a question and answer period, where attendees can ask questions directly.
Panelists
- Patricia Angus, JD, MIA, TEP, Founder and CEO of Angus Advisory Group LLC, Adjunct Professor at Columbia Business School, and Managing Director and Co-Founder, Global Family Enterprise Program
- William Woodson, Head of Strategic Wealth Advisory and Family Enterprise Services at Silicon Valley Bank (SVB), Adjunct Lecturer for the Master's in Wealth Management Program at Columbia University’s School of Professional Studies, and Chair of Stanford University’s Global Family Office Initiative
- Moderated by: Tom Burroughes, Group Editor of ClearView Financial Media. ClearView Financial Media is publisher of Family Wealth Report
This event is brought to you jointly by the Master's in Wealth Management Program at Columbia University’s School of Professional Studies and the Global Family Enterprise Program at Columbia Business School.
For additional information, please visit www.sps.columbia.edu/academics/masters/wealth-management and for questions, please contact [email protected]. For additional information about program offerings at Columbia University’s School of Professional Studies, please contact an Admissions Counselor at 212-854-9666 or [email protected].
