Aug 3, 2022
Today, we are joined by Patricia Angus, Founder and CEO of Angus Advisory Group LLC. For more than 25 years, Patricia has provided legal and strategic advice to global families and firms with multi-generational businesses, trusts, and philanthropies. She and Arden discuss estate planning with mental health and addiction issues in mind. Patricia outlines the first steps that families need to take before starting their estate plans. She explains the important mix of legal and psychological training that advisors need to best serve their clients. Listen for insightful information and tools that families can use when they begin their estate plan preparation.
IN THIS EPISODE:
KEY TAKEAWAYS:
BIO:
Patricia M. Angus, JD, MIA, TEP: Founder and CEO, Angus Advisory Group LLC; Adjunct Professor, founding Managing Director of the Global Family Enterprise Program, and Faculty Director of Enterprising Families Executive Education, Columbia University’s Graduate School of Business. For over 25 years, she has provided legal and strategic advice to global families and firms with multi-generational businesses, trusts, and philanthropy. Publications include: The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts and The Trustee Primer: A Guide for Personal Trustees. Advisory Boards of Trusts & Estates and the Carter Center. Fellow of and faculty member for FFI. Advanced Certificate in Family Wealth Advising and a Certificate in Family Business Advising from FFI. 2019 FFI Achievement Award in the Field of Family
Enterprise, the Interdisciplinary Award.
B.A. cum laude, Amherst College; Masters in International Affairs, Columbia University
School of International and Public Affairs; J.D. George Washington University Law School
https://angusadvisorygroup.com/
https://www.linkedin.com/in/pangus/