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  1. Directory
  2. Faculty
  3. Patricia Angus

Patricia Angus

Adjunct Professor of Business
Finance Division
Patricia Angus
Areas of Expertise
Corporate Governance, Entrepreneurship & Innovation, Leadership & Organizational Behavior
Contact
Office: 580 Kravis
E-mail: [email protected]
Links
Personal Website

Patricia Angus, JD, MIA, TEP, is Founder and CEO of Angus Advisory Group LLC, an Adjunct Professor and Founder of the Global Family Enterprise Program 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 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. Ms. Angus has also launched Columbia University's Executive Education Program for family enterprises.

Ms. Angus has served on the board of directors of global single family offices, and has advised many others. She serves on Advisory Boards of Trusts & Estates and the Carter Center. She is a Board Member and Fellow of the Family Firm Institute (FFI). She holds an Advanced Certificate in Family Wealth Advising and a Certificate in Family Business Advising from FFI. She is also a member of the Society of Trusts & Estates Practitioners (STEP), and in the past was chair of the governing board of the Collaboration for Family Flourishing and a member of the advisory Board of the NYC Family Enterprise Center. 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, 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.

All Activities

  • Research
  • Teaching
  • Awards and Honors
  • Press
  • CaseWorks
  • Journal articles
  • Working papers
  • Articles
  • Books
  • Chapters
Newspaper/Magazine Article
Angus, Patricia
. “Your Family Business Needs a Board.”
Harvard Business Review
. September 08, 2022.
Explore Further about Your Family Business Needs a Board
Newspaper/Magazine Article
Angus, Patricia
. “In Tax We Trust?”
Wealth Management.com
. February 16, 2022.
Explore Further about In Tax We Trust?
Newspaper/Magazine Article
Angus, Patricia
. “What Role Should a Family Business Play in Its Community?”
Harvard Business Review
. February 06, 2020.
Explore Further about What Role Should a Family Business Play in Its Community?
Newspaper/Magazine Article
Angus, Patricia
. “Eureka! Was 2015 the year family business was "discovered"?”
Trusts & Estates
. January 01, 2016.
Explore Further about Eureka! Was 2015 the year family business was "discovered"?
Download PDF on Eureka! Was 2015 the year family business was "discovered"?
Newspaper/Magazine Article
Angus, Patricia
. “All in the family: For Hillary and Jeb, 4 tips on dynasty politics.”
USA Today
. June 11, 2015.
Explore Further about All in the family: For Hillary and Jeb, 4 tips on dynasty politics
Newspaper/Magazine Article
Angus, Patricia
. “B-Schools Take on the Family Business.”
Wall Street Journal
. July 02, 2014.
Explore Further about B-Schools Take on the Family Business
  • Courses
  • Case Studies
Course
B7528: Family Enterprise and Wealth
View Course on Family Enterprise and Wealth
Course
B8528: Family Enterprise and Wealth
View Course on Family Enterprise and Wealth
Course
B8716: Global Immersion: Nordic Family Enterprise
View Course on Global Immersion: Nordic Family Enterprise
Case Study
Angus, Patricia
. The House of Redstone: Family Enterprise in Three Acts. 
New York
:
CaseWorks
, 2018.
Explore Further about The House of Redstone: Family Enterprise in Three Acts
Case Study
Angus, Patricia
. Pritzker Family Enterprise: A Family Governance Case Study. 
New York
:
CaseWorks
, 2013.
Explore Further about Pritzker Family Enterprise: A Family Governance Case Study
  • Awards & Honors
  • In the Media
  • Articles
In the Media

How should wealthy parents treat wayward offspring?

In the Media

Business schools ‘teach what you can’t learn from your parents’

In the Media

B-Schools Take On the Family Business

In the Media

Breaking the Silence

Article

As a Family Business, How Do You Grow?

Read More about As a Family Business, How Do You Grow?
  • CaseWorks
Case ID
240404

From Textiles to Multi-generational Wealth: The Shah Family Enterprise

What are the factors that drove a family-owned chemical company’s success and how can the family balance monetization of the business with the desire to continue the legacy?

View Case on From Textiles to Multi-generational Wealth: The Shah Family Enterprise
Case ID
190410

The House of Redstone: Family Enterprise in Three Acts

What family enterprise, ownership, and governance lessons can be gleaned from the multigenerational saga of the Redstone family?

View Case on The House of Redstone: Family Enterprise in Three Acts
Case ID
140412

Pritzker Family Enterprise: A Family Governance Case Study

What does the Pritzker family story, one of the wealthiest and most philanthropic families in the United States, tell us about family governance?

View Case on Pritzker Family Enterprise: A Family Governance Case Study

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