Family Foundation Forum
What are family mission statements, and how do they differ from family foundation mission statements? How do families create these statements and what is a good process for creating one?
Join this discussion with Patricia M. Angus, one of the nation's leading experts on family mission statements as a tool for good family governance. Founder and chief executive of Angus Advisory Group, Angus is an author and speaker on family governance, wealth, philanthropy and private wealth management.
Presenter:
Patricia M. Angus
Founder and Chief Executive Officer, Angus Advisory Group
Patricia Angus is founder and chief executive officer of Angus Advisory Group, a firm providing creative, independent and objective advice and services with no corporate, investment company or other affiliation. She was previously principal and chief wealth advisory officer of Shelterwood Financial Services, a multi-client family office. She has also practiced law at trusts and estates boutique Hughes and Whitaker and at the international law firm Coudert Brothers, and was a family wealth advisor with GenSpring and JP Morgan Private Bank.
Angus is an active author and speaker on family governance, wealth, philanthropy and private wealth management. She has been quoted in publications including The New York Times, Town & Country, Families in Business and Bloomberg Wealth Manager. Angus has been named one of the Top 50 women in Wealth Management by Wealth Manager and was twice named among the CityWealth Top 100 North American Advisors.
Date:
Thursday, October 13, 2011
Time:
9:00 am PST
Location:
This program is a teleconference.
Registration:
Register online through the National Center for Family Philanthropy Knowledge Center database. To retrieve your organization’s NCFP account information, email info@socalgrantmakers.org.
Who May Attend:
Current SCG members
Fees:
As a membership benefit, SCG members have complimentary access to NCFP teleconferences.
