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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 private foundations in the United States. And the National Center for Family Philanthropy estimates more than half of the country's family foundations were created in the last 10 years. Lawyers, accountants and financial advisors can best help clients

Patricia M. Angus, Founder & CEO

August 1, 2004

3 Min Read
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Patricia M. Angus, president, Angus Advisory Group LLC, New York

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 private foundations in the United States. And the National Center for Family Philanthropy estimates more than half of the country's family foundations were created in the last 10 years. Lawyers, accountants and financial advisors can best help clients in their philanthropic endeavors not only by providing legal and tax advice, but also by assisting new donors with challenges after philanthropic vehicles are in place.

Clients who create charitable vehicles report feeling overwhelmed by learning to manage their philanthropy. The...

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About the Author

Patricia M. Angus

Founder & CEO, Angus Advisory Group LLC

http://www.angusadvisorygroup.com/

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.