Angus Advisory Group, LLC

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Practitioners

Are you looking to gain insights into an issue faced by a client? Or, perhaps looking for a tool to help educate and empower the work you are doing together?

Founding Women of Family Wealth

Patricia Angus convened the Founding Women of Family Wealth for a series of panel discussions exploring the practitioner perspective, at Columbia Business School Global Family Enterprise Program. Below are links to: “What is wealth?” and “Competition vs. Collaboration”:

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Advisor-Client Relationships, All Resources, Family Enterprise, Podcasts and Webinars, Practitioners, Women and Wealth

21st Century Trustees

By Patricia M. Angus – Originally published on FFI Practitioner on November 16, 2016. Business is all about the future. An entrepreneur takes an idea and makes it into a service or product that people will want even need, for years to come. Trusts and trustees, on the other hand, have long been considered “of […]

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Advisor-Client Relationships, Estate/Wealth Planning, Philanthropy, Practitioners, Trusts

Hearing Women’s Voices in Wealth Planning

Bringing everyone to the table. By Patricia M. Angus – Originally published on Wealth Management.com in October 2015. Earlier this week, I spoke at a conference on Private Wealth Management in Latin America. While that region may not be known for its cutting edge approach to women and wealth, I welcomed the opportunity to join […]

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Estate/Wealth Planning, Practitioners, Women and Wealth

Topics

Books by Patricia

  • The Trustee Primer: A Guide for Personal Trustees
  • The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts

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