Angus Advisory Group LLC

Angus Advisory Group LLC, an independent consulting and educational company, provides analysis, strategic planning, and guidance to families with substantial assets, their advisors, and the charitable organizations funded by them. The company focuses on the challenges and opportunities of family businesses, trusts, and foundations. Its services to families include developing and implementing long-term strategic plans; facilitating discovery and articulation of family values, vision, and mission; reviewing and advising on governance of family entities, including family offices; educating family members on trusts, companies, foundations, and other structures; delivering tailored financial and investment education for multiple generations; and facilitating family meetings. The companys services to professional advisors comprise training advisors on philanthropic planning, family wealth, and trust issues; consulting on estate and philanthropic planning to understand client needs; and advising on business strategies. Its services to charitable organizations cover facilitating clarification of values, vision, and mission of charitable giving programs; assisting in the creation and implementation of giving guidelines and processes; and promoting the growth and development of philanthropic initiatives. The company also coordinates the activities of other professional advisors, such as lawyers, accountants, and bookkeepers, as well as professionals in other areas of psychology, education, business, health/wellness, and philanthropy. Angus Advisory Group LLC was founded in 2003 and is headquartered in New York, New York.