Many families working together in philanthropy find that managing the work that must be accomplished as a group can be as complex as the grantmaking itself. Typically, a family’s philanthropy, whether formal or less structured, is only one of a number of ways in which family members interact with one another. In this session, Patricia Angus of Asset Management Advisors provided guidance on developing a system of principles, practices and policies for effective family governance.

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Patricia Angus

Patricia M. Angus, JD, MIA, TEP, is Founder and CEO of Angus Advisory Group LLC, an…

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