Patricia Angus

Founder & CEO,
Angus Advisory Group LLC

Patricia Angus, JD, MIA, TEP, is the founder and CEO of Angus Advisory Group LLC, a philanthropy and family governance consulting and educational firm.  She helps families live and give more productively through strategic planning, critical analysis, and compassionate guidance.  A thought leader in the field of family governance and inter-generational wealth, she is known for her creative approach to the development of all forms of a family's resources, especially its "human capital." She works with select families with inter-generational family businesses, trusts, and charitable foundations. 

Ms. Angus has worked exclusively with families of substantial wealth for two decades, as a lawyer, consultant, and wealth advisor.  She was previously a Principal and Chief Wealth Advisory Officer of Shelterwood Financial Services LLC, a multi-family office. She practiced law at trusts and estates boutique Hughes and Whitaker (now Day Pitney), and at Coudert Brothers international law firm (now Baker & McKenzie).  She also served as a Family Wealth Advisor at Asset Management Advisors (now GenSpring) and JP Morgan Private Bank. 

Ms. Angus has been named one of the Top 50 Women in Wealth Management by Wealth Manager, and twice named one of the Top 100 North American Wealth Advisers byCity Wealth. She is a frequent public speaker and author of numerous articles on topics including family wealth, businesses, trusts, estate planning, and women's issues.  She has been a frequent guest lecturer at Columbia University Business School, has presented at IMD Business School in Lausanne, Switzerland, and was Chair of Institutional Investor's Women & Wealth Forum held in NYC in 2007.  She received a B.A. cum laude from Amherst College (1986), a Masters in International Affairs from Columbia University School of International and Public Affairs (1990), and a J.D. from George Washington University Law School (1992).

Beyond the Traditional Estate Planning 'Choices'
Estate planners often advise clients that there are only three places where you can leave your assets at death: family, taxes and charity.
Should Parents Tell Their Adult Children What’s in their Estate-Planning Documents? Yes 1
I believe transparency is the best approach to estate planning when a client has adult children.
Changing Lenses
Too often, professionals privately refer to their clients in ways that are unflattering at best and derogatory at worst. The advisor’s “lens”–seeing the client as less than competent—affects every interaction between them.
‘Tis the Season
What can advisors do beyond the usual year-end planning to help families stay intact?
Planning Trust Administration to Avoid Conflict 
Joseph C. Mahon & Patricia M. Angus offer insights and best practices for individual trustees
Family Feuds
Hardly a day goes by without a headline about a “family business feud” in the pages of national newspapers or in blasts from various media sources.
social media private wealth
Private Wealth Advice in the Social Media Era
In the age of social media, a great deal of personal information about client family matters is now shared freely, tweets and all.
Beneficiary’s Choice
Clients with the opportunity to leave assets to children ask for advice about how to avoid harming their children with inherited wealth.
Attending to a Client’s True Needs
My simple story highlights some important issues for lawyers, accountants and investment advisors seeking to serve their clients well and build their business practices.
My Family Enterprise Day
It's easy to miss how pervasive family businesses, and the complexities they entail, affect life in the United States and around the world.
As a long-time proponent of knowing one’s own finances to be able to live a financially secure and purposeful life, I was recently reminded of some of the challenges that arise when one attempts to actually keep track of income and expenses.
Estate Planning Metrics
“Metrics” is a hot word these days. In the world of charitable giving, donors and philanthropic advisors are focused on finding ways to improve how they measure, evaluate and assess outcomes. Non-profit organizations are encouraged to run their operations more like for-profit
Reality Trumps Myth 
Patricia M. Angus uses a specific example to demonstrate how even the most established family businesses can experience succession planning difficulties
Got Love?
If love is at the heart of all human beings and families, why do private wealth advisors spend so little time talking to their clients about it?
New Year’s Resolutions
As another year ends and a new one begins, it’s hard not to reflect on achievements and shortcomings—all the things that one has accomplished over the past year, and those we wish had been done before year-end.
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