Patricia 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 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.

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.
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
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.
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