Ellen Perry is the founder and principal of Wealth Bridge Partners, and has years of experience working with families of substantial wealth. Talking about money among family members can bring out difficult emotions and stress. In this week’s episode of Beyond the Balance Sheet, Ellen tells us how she personally works with families to tackle the tough decisions and open the lines of communication between family members. Tune in to this episode to learn more from Ellen Perry.
In This Episode:
Meet Ellen Perry:
Ellen Perry is the founder and principal of Wealthbridge Partners, LLC. She has 25 years of experience serving as a strategic advisor for families of substantial wealth. During this time she gained perspective on the many ways wealth affects families, and developed expertise on practices that substantially enhance the life of a family and its individual members. She is also a Senior Advisor to Brown Brothers Harriman where she works with their clients and advisors on the issues at the intersection of wealth and family. Before founding Wealthbridge Partners, Ms. Perry was the co-founder and CEO of Asset Management Advisors (now GenSpring Family Offices), a multi-client family office, and Teton Trust Company, its affiliated private trust.
Ms. Perry, author of A Wealth of Possibilities – Navigating Family, Money and Legacy is a frequent speaker, author and advisor on family wealth strategies that create and sustain great families throughout multiple generations. Her work and opinions have been quoted in numerous publications including the Wall Street Journal, New York Times, Fortune Magazine as well as several books by other authors.
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