Family Enterprise in The Center of it AllFamily Enterprise in The Center of it All

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.

http://relative-solutions.com/bios/fredda-herz-brown/

Fredda Herz Brown, PhD, is a pioneer in the field of family enterprise. Her numerous contributions over a quarter century have helped to establish standards of professional practice and develop the body of knowledge that defines the work of the field to this day. She is the co-author of the highly acclaimed and innovative The Family Wealth Sustainability Toolkit. Combining an online index with a book, the toolkit provides an innovative way for wealthy individuals, family offices, and the financial planners, advisors, and wealth managers who counsel them to better assess their wealth sustainability skills.

Dr. Herz Brown has authored many articles, and has served as a mentor to many young consultants and family enterprise scholars, which demonstrate her thought leadership in the field. Fredda is also the author of Reweaving the Family Tapestry, which encapsulated her model for understanding and working with families as they evolve through their life cycles.

Fredda is in high demand as a panelist, workshop leader, and lecturer. She continues to serve as a guest lecturer for a number of academic programs. Fredda serves as the chair of the Professional Advisory Board of the NY Family Enterprise Center. Her distinguished career accomplishments have been honored by awards from the Family Office Exchange and the Family Firm Institute, where she is a Fellow and founding board member.

Learn more about Fredda Herz Brown at www.relative-solutions.com and www.familywealthsustainability.com.