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Ellen Perry

 

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.

Ellen Perry recently sat down with Chevy Chase Trust to talk about the question she gets asked most frequently from wealthy families.