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.

Ready to find out more?

Reach out to us today!