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
businessman sitting on dock
Are You “Wealthy”? 12
I can no longer hold back my concerns about the way in which private wealth advisors address the questions of wealth, family, success and society.
After the Plan
Well-meaning, competent individuals have become trustees without proper orientation or training and, as a result, end up failing to implement trusts in the way they were intended.
Next Gen 2.0 
Patricia M. Angus identifies major trends occurring with Millennials and offers practical advice on how to maximize opportunities that may exist to bring Millennial clients to the next level.
Discovering the “New World” of Family Business 
Looking back some day, 2015 may become known as the year that family business was “discovered,” at least by a group far larger than those specializing in the field.
Hearing Women’s Voices in Wealth Planning
It’s striking how many of the top executives are male and how many advisory boards of multi-family offices and financial institutions don’t include any women.
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.
Industry Newsletters
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