Patricia Angus

Patricia
M.
Angus
Founder & CEO,
Angus Advisory Group LLC

Patricia Angus, JD, MIA, TEP, is Founder and CEO of Angus Advisory Group LLC, and an Adjunct Professor at Columbia University. A recognized thought leader in multi-generational family governance and wealth, she has advised families with businesses, trusts, and charitable foundations for more than two decades. 

 

Ms. Angus helps clients navigate some of life's most complex issues, through critical analysis, strategic planning, and compassionate guidance. She practiced law at trusts and estates boutique Hughes and Whitaker (now Day Pitney) and Coudert Brothers international law firm (now Baker & McKenzie).  She served as Principal and Chief Wealth Advisory Officer of Shelterwood Financial Services LLC and Family Wealth Advisor at GenSpring and JP Morgan Private Bank. 

 

Ms. Angus launched the Family Enterprise and Wealth MBA course at Columbia Business School, and writes the "Building Bridges" column on www.wealthmanagement.com. She is a member of the Carter Center Planned Giving Advisory Council and the Editorial Advisory Board of Trusts & Estates.  She served on the New York Women's Foundation Allocations Committee and Citizens Committee for Children of New York's Advocacy Council. She has written numerous articles on topics including family wealth, businesses, trusts, estate planning, philanthropy, and women's issues, and frequently speaks at industry and family events. Ms. Angus has been named one of the Top 50 Women in Wealth Management by Wealth Manager, a Rising Star by Private Asset Management, and twice named in the Top 100 North American Wealth Advisers by City Wealth.  She received a B.A. cum laude from Amherst College, a Masters in International Affairs from Columbia University School of International and Public Affairs, and a J.D. from George Washington University Law School.

Articles
Sharing the Family Vacation Home
For those with clients who are lucky enough to have a vacation home, here are some tips on how to help them make frolicking more likely than fighting.
Mindfulness in Advisor-Client Relationships
By slowing down and simply noticing emotions, thoughts, and sensations as they occur, one can find a way to reduce stress and ultimately be more at peace in the world.
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.
Scattergories?
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
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