Patricia Annino
Senior Advisor and Associate Partner
Cambridge Family Enterprise Group
Patricia M. Annino is senior advisor and associate partner at Cambridge Advisors to Family Enterprise, a highly specialized international advisory firm serving family enterprises. Cambridge Advisors and Cambridge Institute for Family Enterprise, an education and research institute, are divisions of Cambridge Family Enterprise Group, a global organization founded in 1989. It is devoted to helping families and ownership groups navigate the new economy and achieve multigenerational success for their families, enterprises, and financial wealth.
Ms. Annino is an attorney and nationally recognized authority on estate planning with more than 30 years of experience serving the estate planning needs of families, individuals, and owners of closely held and family owned businesses.
Ms. Annino has been voted by her peers as one of the Best Lawyers in America (trusts and estates), a SuperLawyer, a top 50 Massachusetts Female Lawyer, Boston Estate Planning Council’s Estate Planner of the Year, and the initial recipient of EuroMoney/Legal Media’s “Best in Wealth Management- USA” award.
Ms. Annino has been quoted extensively in a wide variety of local and national publications, including the Wall Street Journal, Dallas Morning News, Chicago Tribune, Marketwatch, Investors.com, and Women’s Business Journal on the topic of estate planning. She has acted as the estate planning consultant to the independent investment research provider, Morningstar, and has been interviewed on Bloomberg Television. Ms. Annino is also an acclaimed writer, authoring It’s More than Money, Protect Your Legacy, Women and Money: A Practical Guide to Estate Planning, Cracking the $ Code: What Successful Men Know and You Don’t (Yet), Women in Family Business: What Keeps You up at Night?, and It’s More than Money: Protect Your Legacy. She is the author of a two volume, technical, legal, estate planning treatise published by Thomson Reuters.
Ms. Annino is a frequent public speaker, traveling the country presenting to high-level donors and trustees of hospitals, museums, and other nonprofits, as well as private banking clients, owners of closely-held-businesses, alumni organizations, and more. She presented at nine of the Family Firm Institute’s Annual Global Conferences, on topics including “Family, Business, and Ownership Boundaries: Intellectually sound or incredibly elastic?”, “Understanding the Complexities of Mental Incapacity when Advising Family Business Owners”, “POW: Navigating the Impact of Women Competing for Leadership in Family Enterprises”, “Tackling the Double Sides of Longevity and Competence for the Family Business Owner”, “Competence is the New Estate Planning Challenge”, “Forecast of Three Trends for Family Owned Enterprises”, “Family Owned Businesses in Trust: An In-Depth Look at Some of the Electric Tensions”, “Bats in the Belfry, Ghosts in the Attic, Skeletons in the Closet: Becoming a Beacon of Hope for our Clients”, and “New Times/New Risks: Practical Strategies to Protect Your Family’s Intellectual, Social and Financial Wealth.”
Ms. Annino has a J. D. from the Suffolk University School of Law, an L.L.M in Taxation from the Boston University School of Law, and an A.B. from Smith College. She is a Fellow of ACTEC (American College of Trust and Estate Council). She is a member of the Board of Directors of three organizations: the Family Firm Institute (FFI), the Business Families Foundation (BFF), and the Indiana University Women’s Philanthropy Institute. She is a recipient of the 2022 Richard Beckhard Practice Award, given by FFI, in recognition of her outstanding contributions in the field of family business practice.
