Angus Advisory Group, LLC

Helping individuals, families, and organizations create a better future.

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Publications

036_edited-1Sometimes a succinct article can help you get up to speed on a topic faced by your family, or to gain insights on an issue faced by a client.  Click any link below to download an article on the topics listed.

Family Estate/ Wealth Planning

  • Estate and Wealth Planning for Family Enterprises: Reality – not myth – As the Proper Starting Point

Trusts

  • Ten Facts Every Trust Beneficiary Should Know

Family Business/ Enterprise

  • Governance for Business-Owning Families: An often overlooked challenge (Part I)
  • Governance for Business-Owning Families: An often overlooked challenge (Part II)
  • Next Gen 2.0: Taking things to a higher level
  • Eureka? Was 2015 the Year that Family Business was “Discovered”?
  • Pritzker Family Enterprise: A Family Governance Case Study
  • Maximizing Profits While Minimizing Costs: The Key Legal Issues
  • House of Redstone: Family Enterprise in Three Acts
  • A Rose by Any Other Name: Family firm terminology as a divider or unifier?
  • Practice, Practice, Patrice: Musings on being a “Practitioner”

Family Governance

  • The Year of Governance: A dominating theme on the global, national and family levels
  • How to Start on the Path to Long-term Wealth Preservation and Growth
  • The Family Governance Pyramid: From Principles to Practice
  • Family Governance: A Primer for Philanthropic Families
  • The Trustee as Regent Within a Family Governance System with James E. Hughes, Jr.

Wealth Management

  • Private Wealth Management: What’s in a Name? 
  • Know Your Client?
  • A Bridge Too Far?

Philanthropy

  • Family Governance Meets Family Dynamics: a Survey and Strategies for Successful Joint Philanthropy with Fredda Herz Brown
  • The Importance of Discussing Philanthropy With Your Clients
  • Donor Networking 

Women and Wealth

  • What Do Women Really Want? Estate Planning Tailored to Women’s Needs

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