Virtual Fireside Chat with Leading Family Enterprise and Family Office Experts

This event is brought to you jointly by the Master's in Wealth Management Program at the Columbia University School of Professional Studies and the Global Family Enterprise Program at Columbia Business School.

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 the Columbia University 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 open 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 the Columbia University 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 the publisher of Family Wealth Report.

This event is brought to you jointly by the Master's in Wealth Management Program at the Columbia University School of Professional Studies and the Global Family Enterprise Program at Columbia Business School.

Registration is required to receive a link to view this event. Upon registration, event details will be provided in the Eventbrite confirmation message. For questions, please contact sps-wealthmanagement [[at]] columbia [[dot]] edu.

Columbia’s Wealth Management Master’s Program is uniquely designed to educate working professionals. This 16-month, part-time online program prepares experienced and aspiring wealth management professionals to meet the disruptive challenges of today’s industry. The innovative and rigorous curriculum connects advanced theory with practical applications through problem-based learning while providing students with the educational requirements for the CFP® certification. For additional information, please visit www.sps.columbia.edu/academics/masters/wealth-management, and for questions, please contact sps-wealthmanagement [[at]] columbia [[dot]] edu. For additional information about program offerings at the Columbia University School of Professional Studies, please contact an Admissions Counselor at 212-854-9666 or inquire [[at]] sps [[dot]] columbia [[dot]] edu.

Columbia Business School’s Global Family Enterprise Program is a global leader in family enterprise education and research, fostering insights and collaboration on topics related to family businesses, family offices, family sustainability and family philanthropy. The Global Family Enterprise Program provides a global community of students, alumni, executives and owners with essential knowledge and critical skills to be effective leaders, successful managers, knowledgeable advisors, and informed beneficiaries of family-controlled enterprises. For additional information, please visit www.gsb.columbia.edu/familybusiness/ or email familyenterprise [[at]] gsb [[dot]] columbia [[dot]] edu.