Guidance

Are you looking for someone who understands the complexity of your situation and can help you develop a productive path forward?

• Are you trying to get a better handle on family wealth that is held in trusts, partnerships, and other legal entities?
• Does your wealth management firm want to connect better with your clients?
• Are you seeking to make a larger impact on society with your resources?
• Have you been struggling to define your charitable mission?
• Do you worry that your family's future may be at risk due to your family business or wealth?
• Do you feel "unheard" by your family's advisors?

Patricia Angus and team can help you with these and other individual, family, business, wealth management or charitable challenges you might be facing.