Executive Access: Wealth Planning Essentials

Developed in response to intense client demand, our Executive Access series of short programs provides you with immediate, actionable insights in an accessible format. The next program in the series is Wealth Planning Essentials: From Plan to Action taught by Patricia Angus, adjunct professor of Business at Columbia Business School and a recognized thought leader in multi-generational family governance and wealth who has advised many of the world’s wealthiest families.

Wealth Planning Essentials: From Plan to Action

Date: September 30, 2021
Time: 12–3 p.m. ET (Calculate your timezone.)
Fee: $450
Format: 3 hours, live online

This program earns 1/2 a certificate credit. Learn more.
Participants of our Executive Access series also receive a $450 credit towards any future multi-day executive education program.

Program Overview

Join us for a three-hour virtual program to gain the knowledge and insights you need to develop a wealth plan for you and your family and start putting it into action. This intense session run by a world-renowned expert in the field will weave technical concepts with insights and advice on how to develop and implement plans for your family wealth. Taught from an objective, academic standpoint that integrates best practices with theoretical grounding, this unique program will empower participants from around the globe to take charge of their own wealth planning.

Learning Outcomes

✓ Start your wealth plan if you don’t already have one

✓ Review an existing plan to determine what should stay and what might need to be changed

✓ Learn why and how to include your family in the process

✓ Develop your own “next steps”


1. Getting Started

  • Developing comprehensive goals
  • Finding and choosing the right advisors
  • Doing your “homework”

2. Legal and Tax Essentials

  • Things to know about tax systems in the US and around the world
  • Important legal (non-tax) issues

3. Planning Building Blocks

  • Trusts, trustees, and beneficiaries
  • Legal entities and vehicles

4. Including Your Family in the Process

  • Why inclusion is important
  • Launching and continuing family meetings
  • How to speak to your children and/or parents about your estate plan

5. Your Next Steps

  • What can and what must you do now?
  • Developing a reasonable timeline to achieve your goals


» Download the program schedule here.


Patricia Angus
Adjunct Professor of Business
Director, Global Family Enterprise Program
Columbia Business School

Patricia Angus is an adjunct professor of Business at Columbia Business School, where she directs the Global Family Enterprise Program. She is a recognized thought leader in multi-generational family governance and wealth, having advised families with businesses, trusts, and charitable foundations for more than two decades. Angus helps clients navigate some of life's most complex issues through critical analysis, strategic planning, and compassionate guidance. She is also a prolific author, with publications that include the highly acclaimed The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts and The Trustee Primer: A Guide for Personal Trustees.


Please contact our Learning Solutions team at [email protected].