This is the website of Patricia Angus and Angus Advisory Group LLC. Patricia is a consultant, educator, author, and researcher. Her bio may be downloaded here. Angus Advisory Group is the consulting firm founded by Patricia in 2003 that serves as an umbrella organization for her consulting engagements. The “Group” is virtual and draws upon a global network of the highest calibre professionals who are brought together to meet specific client situations. Information about the consulting process can be found under Guidance.
Patricia Angus, JD, MIA, TEP, is Founder and CEO of Angus Advisory Group LLC, an Adjunct Professor and managing Director of the Family Business Program at 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 two decades. She is the author of The Trustee Primer: A Guide for Personal Trustees and writes the Building Bridges column on www.wealthmanagement.com.
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.
She serves on Advisory Boards of Trusts & Estates, the Carter Center, and the NYC Family Enterprise Center. She is a Faculty Member for the Family Firm Institute and serves on the editorial board of FFI Practitioner. She is also a member of the Society of Trusts & Estates Practitioners (STEP) and the Collaboration for Family Flourishing, where she served as Chair of its Governing Board. 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 and Top 100 North American Wealth Advisers by Citywealth. In 2015, Angus Advisory Group LLC was a finalist for Family Business Advisor of the year by UK-based STEP.
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.
Lois Wannen provides bookkeeping and administrative support to the firm. She received her B.S. degree in Finance from Bowling Green State University in Bowling Green, Ohio. She served as proposal manager and financial analyst for Electronic Data Systems, Inc. (EDS) and specializes in small business accounting systems, online sales, and payroll administration.
Courtney Konkel provides administrative support to the firm. She received her M.A. degree in Political Communications from American University. She has served as an office administrator, paralegal and executive/legal assistant for various legal firms and corporations for the last 8 years.