Ellen Perry recently sat down with Chevy Chase Trust to talk about the question she gets asked most frequently from wealthy families,“How Do I Pass on Values to the Next Generation?” Hear Ellen describe successful strategies and potential pitfalls as she draws on experience from a lengthy career advising families of great wealth.
Ellen Perry, Founder and Principal of Wealthbridge Partners, speaks with Chevy Chase Trust
Ellen Perry recently sat down with Chevy Chase Trust to talk about the question she gets asked most frequently from wealthy families.