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Enterprising Families: Challenges, Opportunities, and Keys to Success

Biography

Columbia Business School

Patricia Angus, JD, MIA, TEP, is Founder and CEO of Angus Advisory Group LLC, an Adjunct Professor at Columbia University, and Director, Family Business Program. A recognized thought leader in multi-generational family governance and wealth, she has advised families with businesses, trusts, and charitable foundations for more than two decades.

Ms. Angus helps clients navigate some of life's most complex issues, through critical analysis, strategic planning, and compassionate guidance. She practiced law at trusts and estates boutique Hughes and Whitaker (now Day Pitney) and Coudert Brothers international law firm (now Baker & McKenzie). She served as Principal/ Chief Wealth Advisory Officer of Shelterwood Financial Services LLC and Family Wealth Advisor at GenSpring and JP Morgan Private Bank.

Ms. Angus launched the Family Enterprise and Wealth MBA class at Columbia Business School, and designed and teaches Global Immersion: Nordic Family Enterprise, an experiential MBA course that combines classroom learning at Columbia Business School with travel to Denmark and Sweden. In addition, she is the author of The Trustee Primer: A Guide for Personal Trustees, and writes the "Building Bridges" column on www.wealthmanagement.com. She is a member of the Carter Center Planned Giving Advisory Council and the Editorial Advisory Board of Trusts & Estates.

She served on the New York Women's Foundation Allocations Committee and Citizens Committee for Children of New York's Advocacy Council. 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, a finalist for Family Business Advisor of the Year by the Society of Trust and Estate Practitioners, , and is consistently named among top wealth advisers by UK-based CityWealth. She received a B.A. cum laude from Amherst College, a Masters in International Affairs from Columbia University School of International and Public Affairs, and a J.D. from George Washington University Law School.

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