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).
