2016 Fall Conference Speaker

Patricia Angus

Patricia Angus

Patricia Angus, JD, MIA, TEP, is Founder and CEO of Angus Advisory Group LLC and an Adjunct Professor at Columbia University. 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. In 2012, she launched the Family Enterprise and Wealth MBA course at Columbia University Graduate School of Business.

She current serves on Advisory Boards of Trusts & Estates, the Carter Center, and the NYC Family Enterprise Center. She is also a member of the Society of Trusts & Estates Practitioners (STEP) and the Family Firm Institute. 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 the Top 100 North American Wealth Advisers by City Wealth. In 2015, Angus Advisory Group LLC was a finalist for Family Business Advisor of the year in 2015 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.

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