Patricia Angus, JD, MIA, TEP, is Founder and CEO of Angus Advisory Group LLC, an Adjunct Professor and Founder of the Global Family Enterprise Program Columbia University’s Graduate School of Business.
A recognized thought leader in the field, she has provided legal and strategic advice to global families and firms with multi-generational businesses, trusts, and philanthropy, for over three decades. She is a prolific author, with publications including the highly acclaimed The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts and The Trustee Primer: A Guide for Personal Trustees.
Ms. Angus practiced law at trusts and estates boutique Hughes and Whitaker (now Day Pitney) and Coudert Brothers international law firm (now Baker & McKenzie). She was Principal and Chief Wealth Advisory Officer of Shelterwood Financial Services LLC and Family Wealth Advisor at GenSpring and JP Morgan Private Bank. She has developed and launched two graduate level courses at Columbia University Graduate School of Business focused on family enterprise and wealth, including a global immersion trip for MBAs. Ms. Angus has also launched Columbia University's Executive Education Program for family enterprises.
Ms. Angus has served on the board of directors of global single family offices, and has advised many others. She serves on Advisory Boards of Trusts & Estates and the Carter Center. She is a Board Member and Fellow of the Family Firm Institute (FFI). She holds an Advanced Certificate in Family Wealth Advising and a Certificate in Family Business Advising from FFI. She is also a member of the Society of Trusts & Estates Practitioners (STEP), and in the past was chair of the governing board of the Collaboration for Family Flourishing and a member of the advisory Board of the NYC Family Enterprise Center. 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 Top 50 CEOs in Private Client, Power Women, and Top 100 North American Wealth Advisers by Citywealth. Ms. Angus received the Interdisciplinary Award from the Family Firm Institute.
She received a B.A. cum laude from Amherst College, a Masters in International Affairs with a concentration in International Law and Organizations from Columbia University School of International and Public Affairs, and a J.D. from George Washington University Law School.
The Trustee Primer: A Guide for Personal Trustees
If you have been named as trustee of a trust for a friend or family member, you might not know where to start. If you are already acting as a trustee you may find that there are gaps in your knowledge that get in the way of doing your best in this role. This primer…Buy on Amazon
The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts
Have you been named as beneficiary of a family trust? Does it feel overwhelming? Are you looking for some practical information to get up to speed fast? Here’s an essential guidebook for you. Written by an expert who has more than 25 years’ experience working with families to create, administer, and benefit from trusts, this…Buy on Amazon