Patricia Angus | Wealth Transfer Between Generations, Primer for Trustees and Beneficiaries

Patricia Angus, JD, MIA, TEP, is Founder and CEO of Angus Advisory Group LLC, an Adjunct Professor, founding Managing Director of the Global Family Enterprise Program, and Faculty Director of Enterprising Families Executive Education 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 three decades. She is a prolific author, with publications including the highly acclaimed The Beneficiary Primer: A Guide for Beneficiaries of Family Trusts and The Trustee Primer: A Guide for Personal Trustees.

Ms. Angus has served on the board of directors of global single family offices, and has advised many others.

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, Power Women, and Top 100 North American Wealth Advisers by Citywealth. Ms. Angus received the Interdisciplinary Award from the Family Firm Institute.

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.

We are talking about:

1) What are trusts, where did they come from, what purpose do they serve?

2) How trusts have changed over the years?

3) Two types of trusts: revocable and irrevocable

4) We’ll hear more about what it takes to be a good trustee and a good beneficiary?

5) Do trusts have to end?

6) How can we define a success of a trust?

Please help me welcome, Patricia Angus.

Resources: The Trustee Primer, The Beneficiary Primer

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