What It Means to Be a Beneficiary

The beneficiary role is often considered to be a passive, recipient position. However, there are actions that beneficiaries can take to be better informed and more emotionally prepared for the responsibilities and opportunities introduced by a trust. Watch our discussion with Patricia Angus, CEO of the Angus Advisory Group, Faculty Director of the Enterprising Families Executive Education at Columbia Business School and author of The Beneficiary Primer, to learn more about how beneficiaries can make the most of their trust experience.

Patricia Angus, JD, MIA, TEP, is Founder and CEO of Angus Advisory Group LLC, an Adjunct Professor, founding Managing Director of the Global Family Enterprise Program, and Faculty Director of Enterprising Families Executive Education at Columbia University’s Graduate School of Business. A recognized thought leader in the field, she has provided legal and strategic advice to global families and firms with multi-generational businesses, trusts, and philanthropy, for over three decades. Read her full bio here.


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