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.
