Angus Advisory Group LLC

Location:

45 Rockefeller Plaza Suite 2000New York CityNew York10111United States View Map

Revenue:

$2.4 Million

Employees:

12
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Description:

An independent consulting and educational firm, Angus Advisory Group is focused exclusively on the challenges and opportunities of families with substantial assets, such as family businesses, trusts, and foundations. We serve a limited number of families, their advisors, and the charitable organizations funded by them, in all cases providing guidance and assistance in a creative and personalized way. Drawing from a background in law, private wealth management, and philanthropy, we deliver expert advice and assistance. We also coordinate the activities of other professional advisors--lawyers, accountants, bookkeepers, and professionals in other areas such as psychology, education, business, health/wellness, and philanthropy--who can help our clients achieve their goals. We help our clients with some of their most pressing concerns. The most common questions they present to us are: How can we make the best of the fortunate circumstances which have given us substantial financial wealth, but have also complicated our lives with the need to manage jointly-owned assets and multiple advisors? What is the best way to make a positive impact with the individual and collective resources of our family members? How can we navigate the investment, financial, and philanthropic worlds to accomplish our goals? What skills should family members develop in order to live productive, fulfilling lives while managing the responsibilities of family businesses, trusts and investments? What is the definition of "success" for ourselves as individuals and as a family, and how can we attain that success? How can we prepare our children and grandchildren for an inheritance they might receive in the future? What does it mean to be a trust "beneficiary" and how do I work with my trustee? How can we launch, or continue to have, family meetings that are interesting, fun, and productive? Our clients understand that they are facing complex issues that require a multi-disciplinary perspective and approach. Rather than limiting themselves to legal solutions, investment options, or administrative structures, they seek support for the human and intellectual capital that represents who they really are, and how they live. They are looking to the future in a way that professionals in the legal, investment, and financial industries have not understood well or supported fully. Our clients seek to create new ways of thinking and interacting within their family and with their advisors. We are committed to finding practical solutions to urgent problems and to guiding clients through an experience that is more than a single transaction or product sale. We always work as a member of a larger team, joining collaboratively with other advisors to ensure focus on the client's priorities and goals at all times. In addition to our consulting services, we seek to advance the understanding of the critical issues faced by our clients through research, writing, teaching, speaking, and other forms of outreach. We have been recognized for our contributions, especially in family governance, women's wealth, philanthropy, and family wealth.

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