The benefit of learning together with your friend is that you keep each other accountable and have meaningful discussions about what you're learning.
Courtlyn
Promotion and Events Specialist
Critical skills for families and their advisors
Download Brochure
February 16, 2023
6 Weeks, Online
4–6 hours per week
US$2,600 or get US$260 off with a referral
Our participants tell us that taking this program together with their colleagues helps to share common language and accelerate impact.
We hope you find the same. Special pricing is available for groups.
The benefit of learning together with your friend is that you keep each other accountable and have meaningful discussions about what you're learning.
Courtlyn
Promotion and Events SpecialistBased on the information you provided, your team is eligible for a special discount, for Family Enterprises and Wealth (Online) starting on February 16, 2023 .
We’ve sent you an email with enrollment next steps. If you’re ready to enroll now, click the button below.
Have questions? Email us at group-enrollments@emeritus.org.Family enterprises are one of the well-known forms of business and are seen as the backbone of many strong economies around the world. With the number of family-owned businesses growing across the globe (KPMG International Report), large consultancies such as McKinsey, Deloitte, and EY have their own dedicated family enterprise teams to serve the demand.
Ownership patterns, family vision, succession, and many other exclusive features of family enterprises present unique challenges and opportunities in the governance and growth of these enterprises.
This program developed by Patricia Angus, an adjunct professor of business and managing director of Global Family Enterprise Program at Columbia Business School, is designed to be inclusive and effective for anyone currently part of a complex family enterprise, that includes family business owners, shareholders, family office professionals, or those who aspire to serve such enterprises. The program will empower participants to become a valued voice in the inner circle of the family ecosystem and play a critical role in the success of complex family enterprises (CFEs).
Of the global GDP is economically impacted by family businesses
Growth in global wealthy population was observed in 2021 thus, contributing to the growth in family offices
Of the new jobs in United States are created by family businesses
By participating in the program, you will be able to:
Evaluate the components of complex family enterprises and characterize their aspects including a family business, family office, joint investments, and charitable endeavors.
Learn to apply several frameworks including the Family Systems Theory and the Family Governance Pyramid™ to complex family enterprises.
Explore ownership concepts in complex family enterprises, including different perspectives and roles within a trust.
Understand the need for governance processes and forums. Learn market-tested frameworks that can be applied with clients or your own family.
Gain insights into the practical applications of family governance and apply frameworks to achieve an optimal family governance system.
Evaluate the multiple ways in which a family impacts society and learn to distinguish philanthropy from investing.
Evaluate the components of complex family enterprises and characterize their aspects including a family business, family office, joint investments, and charitable endeavors.
Understand the need for governance processes and forums. Learn market-tested frameworks that can be applied with clients or your own family.
Learn to apply several frameworks including the Family Systems Theory and the Family Governance Pyramid™ to complex family enterprises.
Gain insights into the practical applications of family governance and apply frameworks to achieve an optimal family governance system.
Explore ownership concepts in complex family enterprises, including different perspectives and roles within a trust.
Evaluate the multiple ways in which a family impacts society and learn to distinguish philanthropy from investing.
Understand the challenges of building a strong family governance system from one of the wealthiest and most philanthropic families in the United States who primarily managed their assets in order to enrich the family.
Learn about the evolution of the complex Redstone family enterprise over several generations. Led by Sumner Redstone, who seized opportunities that exponentially grew his father’s drive-in theater business to become one of the world’s largest media conglomerates.
Hands-on exercises
Dedicated program support team
Mobile learning app
Knowledge checks and discussion forums
In-depth case study analysis
Real-world application exercises
Peer learning and feedback
Family governance playbook
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.
Upon completion of this program, you will receive a certificate of participation from Columbia Business School Executive Education—a powerful testament to your management capabilities.
Download BrochureThis certificate also counts towards two days for the Certificate in Business Excellence, which grants select alumni and tuition benefits. Your verified digital certificate of completion will be issued in your legal name and emailed to you at no additional cost upon completion of the program, as per the stipulated requirements. All certificate images are for illustrative purposes only and may be subject to change at the discretion of Columbia Business School Executive Education.
After reviewing the information on the program landing page, we recommend you submit the short form above to gain access to the program brochure, which includes more in-depth information. If you still have questions on whether this program is a good fit for you, please email learner.success@emeritus.org, and a dedicated program advisor will follow-up with you very shortly.
Some programs do have prerequisites, particularly the more technical ones. This information will be noted on the program landing page, as well as in the program brochure. If you are uncertain about program prerequisites and your capabilities, please email us at learner.success@emeritus.org for assistance.
Note that, unless otherwise stated on the program web page, all programs are taught in English and proficiency in English is required.
More than 50 percent of our participants are from outside the United States. Class profiles vary from one cohort to the next, but, generally, our online certificates draw a highly diverse audience in terms of professional experience, industry, and geography — leading to a very rich peer learning and networking experience.
Check back to this program web page or email us at learner.success@emeritus.org to inquire if future program dates or the timeline for future offerings have been confirmed yet.
Each program includes an estimated learner effort per week. This is referenced at the top of the program landing page under the Duration section, as well as in the program brochure, which you can obtain by submitting the short form at the top of this web page.
We have designed this program to fit into your current working life as efficiently as possible. Time will be spent among a variety of activities including:
The program is designed to be highly interactive while also allowing time for self-reflection and to demonstrate an understanding of the core topics through various active learning exercises. Please contact us at learner.success@emeritus.org if you need further clarification on program activities.
More than 250,000 professionals globally, across 80 countries, have chosen to advance their skills with Emeritus and its educational learning partners. In fact, 90 percent of the respondents of a recent survey across all our programs said that their learning outcomes were met or exceeded.
A dedicated program support team is available 24/5 (Monday to Friday) to answer questions about the learning platform, technical issues, or anything else that may affect your learning experience.
Peer learning adds substantially to the overall learning experience and is an important part of the program. You can connect and communicate with other participants through our learning platform.
Each program includes an estimated learner effort per week, so you can gauge what will be required before you enroll. This is referenced at the top of the program landing page under the Duration section, as well as in the program brochure, which you can obtain by submitting the short form at the top of this web page. All programs are designed to fit into your working life.
This program is scored as a pass or no-pass; participants must complete the required activities to pass and obtain the certificate of completion. Some programs include a final project submission or other assignments to obtain passing status. This information will be noted in the program brochure. Please contact us at learner.success@emeritus.org if you need further clarification on any specific program requirements.
Upon successful completion of the program, you will receive a smart digital certificate. The smart digital certificate can be shared with friends, family, schools, or potential employers. You can use it on your cover letter, resume, and/or display it on your LinkedIn profile.
The digital certificate will be sent approximately two weeks after the program, once grading is complete.
No, only verified digital certificates will be issued upon successful completion. This allows you to share your credentials on social platforms such as LinkedIn, Facebook, and Twitter.
No, there is no alumni status granted for this program. In some cases, there are credits that count toward a higher level of certification. This information will be clearly noted in the program brochure.
You will have access to the online learning platform and all the videos and program materials for 12 months following the program start date. Access to the learning platform is restricted to registered participants per the terms of agreement.
Yes, you can register up until seven days past the published start date of the program without missing any of the core program material or learnings.
The program fee is noted at the top of this program web page and usually referenced in the program brochure as well.
Yes, you can do the bank remittance in the program currency via wire transfer or debit card. Please contact your program advisor, or email us at learner.success@emeritus.org for details.
Yes! Please email us at learner.success@emeritus.org with the details of the program you are interested in, and we will assist you.
Please email learner.success@emeritus.org with your invoicing requirements and the specific program you’re interested in enroling in.
Yes, the flexible payment option allows a participant to pay the program fee in installments. This option is made available on the payment page and should be selected before submitting the payment.
Please email us at learner.success@emeritus.org for assistance.
You may request a full refund within seven days of your payment or 14 days after the published start date of the program, whichever comes later. If your enrolment had previously been deferred, you will not be entitled to a refund. Partial (or pro-rated) refunds are not offered. All withdrawal and refund requests should be sent to admissions@emeritus.org.
After the published start date of the program, you have until the midpoint of the program to request to defer to a future cohort of the same program. A deferral request must be submitted along with a specified reason and explanation. Cohort changes may be made only once per enrolment and are subject to availability of other cohorts scheduled at our discretion. This will not be applicable for deferrals within the refund period, and the limit of one deferral per enrolment remains. All deferral requests should be sent to admissions@emeritus.org.
Participants will need the latest version of their preferred browser to access the learning platform. In addition, Microsoft Office and a PDF viewer are required to access documents, spreadsheets, presentations, PDF files, and transcripts.
Yes, the learning platform is accessed via the internet, and video content is not available for download. However, you can download files of video transcripts, assignment templates, readings, etc. For maximum flexibility, you can access program content from a desktop, laptop, tablet, or mobile device.
Video lectures must be streamed via the internet, and any livestream webinars and office hours will require an internet connection. However, these sessions are always recorded, so you may view them later.
Flexible payment options available.