Patricia Angus

Patricia
M.
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
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
New and Improved?
Many perfectly good items that may have served us well no longer exist. How does this phenomenon relate to private wealth management? Patricia Angus explains
(Re-)Building Bridges: Reflections on All Hallows' Eve 2012
Patricia Angus discusses how advisors can begin to pick up the pieces in the wake of disaster.
Client Engagement 1
Patricia Angus discusses how to get the most out of client engagement letters
A View of the Bridge
Patricia Angus explains how Italian architecture can be a source of inspiration for how to build a solid relationship with your high-net-worth clients
Being “Good With Clients”
Today, being “good with clients” is undoubtedly a qualification sought in all applicants to law, accounting, financial services and other firms serving private clients. However, recognizing an issue isn’t the same as mastering it. Indeed, there’s still a gap between clients and their advisors that can get in the way of the development and implementation of estate and financial plans.
Donor Networking
Charitable giving through private foundations, trusts and donor-advised funds has been booming for the past few decades. There are now more than 40,000
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