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.