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).

Articles by Patricia Angus
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.
Gallery: 5 Takeaways - Family Meetings Come of Age
Here are the top 5 takeaways from Family Meetings Come of Age
Family Meetings Come of Age
As family meetings grow in popularity, it’s a good time to reflect on what they can and can’t do for a family and how an advisor can help make them effective.
Friend or Foe?
While many advisors see their clients as their “friends,” still others seem to place their clients in the position of “foe.”
“Go Away!”
Today, I share an easy technique that’s been proven to help lawyers, accountants and investment advisors meet their ultimate goal of helping clients preserve their wealth: just tell your clients to “go away!”
What is a “Family?”
This has been quite a week for legal rulings affecting the trusts and estates community: the Supreme Court essentially struck down the Defense of Marriage Act and declined to rule on California's Proposition 8 for lack of standing.
Which Gen?
The private wealth management industry has recently directed its focus to the “Next Gen.” Across the board, Next Gen is hot, and the trend shows no signs of abating any time soon.
Trust and Miracles
The word “trust” is used all the time in the private wealth management world. While there are numerous academic studies on the issue, Patricia Angus has found a simple rule of thumb that helps her identify someone who might be trustworthy.
The Perfect Storm? 
Advisors need to think about the direction that their advice and decisions will lead their clients and themselves.
May I Help You?
Patricia Angus addresses an important advisorial dilemma: Have you been hired to help, or are you the hired help?
Now What?
The collective sigh among advisors was practically audible as Dec. 31, 2012 came to a close. It would be nice to think that all is behind now, with documents having been signed, assets transferred and account titles changed. But, alas, the real hard work has only just begun. Patricia Angus explains...
Island Hopping
Patricia Angus offers the latest installment of her column on strengthening the relationships between high-net-worth families and their advisors
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