Angus Advisory Group, LLC

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

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Patricia Angus is available to speak about a variety of topics including estate planning, family wealth, family governance, building bridges between advisors and clients, and trends in family enterprise, wealth, and philanthropy.

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 charitable foundations, for over two decades. Today, she shares this expertise and experience with audiences from a wide range of organizations, including universities and professional associations, in addition to speaking at other private functions.
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Representative topics and past engagements include:

Family Governance

  • Family Governance and Communication
  • From Principles to Practice: Family Governance for Real Families
  • Family Governance

Trusts and Trustees

  • After the Plan: Guiding Personal Trustees
  • Enhancing Trust(s)

Family Wealth

  • Leading the Family Business: Working on the Future
  • Family Mission Statements: Building a Solid Foundation for Your Family

Women and Wealth

  • Volatility Across Generations: Navigating Through Family Transitions
  • Women, Wealth & Impact
  • Blind Spots: How to Work More Effectively with Women

Trends in Families, Family Businesses, and Family Wealth

  • Hitting the Road: Families of Today and Tomorrow
  • Helping the Families of Today and Tomorrow
  • New and Emerging Families of Wealth
  • Family Enterprise and Wealth

Understanding Family Clients

  • Family Feuds: The Art of Resolving Family Conflict
  • Questioning the Questions
  • Sitting on the Family Side of the Table
  • Splitting Heirs – Avoiding Family Conflict

Family Philanthropy

  • Trustees of Family Foundations
  • Bridges: How Family Philanthropy Intersects with Other Family Endeavors
  • You Can, You Should, Here’s How: Advising your Clients on Charitable Giving
  • Giving Family Philanthropy a Voice: How to Discuss Philanthropy with Clients

Impact Investing

  • The Impact of Governance and the Fiduciary Rule on Impact Investing

Estate Planning

  • A Multi-Generational Perspective on Asset Protection
  • Philanthropic Estate Planning

Family Offices

  • Family Office Governance – What’s Old? What’s New?

A select list of organizations and events where Patricia has spoken:

Family Enterprise Xchange Symposium, Halifax, Nova Scotia, 2017
Investment Management Consultants Association (IMCA), 2016
Maryland Estate Planning Council, 2016
Institute for Private Investors, 2016
Worth Magazine, Generations: The Family and Finance Summit, 2015
Atlantic Trust, CIRCLE Women, 2015
Opal Trust Tax & Estate Planning Forum, 2012
Financial Research Associates 10th Anniversary Family Office Symposium, Bermuda, 2012
Family Office Association, 2012
Veris Wealth Partners, 2012
IMD Business School, Lausanne, Switzerland, 2011
Council on Foundations, 2011
National Center for Family Philanthropy, 2011
Campden North American Family Office Conference, 2011
Delaware Bankers Association, 2011
Financial Research Associates Family Office Symposium, 2009
Society of Trusts and Estates Practitioners, Bermuda 2008
Institute for International Research, Family Office Forum, 2007
Attorneys for Family Held Enterprises, 2006
Institute for Private Investors, 2006
International Bar Association, 2003
New York Society of Security Analysts, 2003
Donors Forum of Chicago, 2001
University of Cincinnati, 2001
American College
Bernstein
Carter Center
Chief Executives Organization
Family Office Exchange
New York State Society of CPA’s
Markets Group
The Boston Foundation