Angus Advisory Group LLC is the consulting firm of Patricia Angus. Patricia uses the firm as an umbrella organization to bring in the best professionals to meet her client’s needs. As an independent firm, this provides an opportunity to draw from the most qualified and appropriate resources on a conflict-free basis. Some examples of client engagements are:
For Families
• Develop and implement long-term strategic plans
• Advise on inter-generational family and business transitions
• Facilitate discovery and articulation of family values, vision and mission
• Review, advise, and educate family members on governance of family trusts, companies, foundations, and other structures
• Deliver tailored financial and investment education for multiple generations
• Facilitate family meetings
For Professional Advisors
• Train advisors on philanthropic planning, family wealth, and trusts
• Consult on estate and philanthropic planning to better understand client needs
• Advise on business strategy
For Charitable Organizations
• Facilitate clarification of charitable giving programs
• Assist in creation and implementation of giving guidelines and processes
Engagement Parameters
We are engaged on a retainer basis, usually for a year. Our fees are based on an estimate of time, resources, complexity, and other relevant factors. We can work with a single individual or a family group. Most clients have an aggregate net worth of at least $50 million. We do not provide legal, tax, accounting, or investment advice, but coordinate closely with our client’s entire professional team.