How Thriving Families Navigate Relationships, Money and Legacy

Webinar Description

Presenters

Adrienne M. Penta, J.D.
Executive Director of the BBH Center for Women & Wealth 
Managing Director, Brown Brothers Harriman & Co.

Adrienne Penta joined Brown Brothers Harriman in 2008 and is a managing director, as well as the executive director of the Brown Brothers Harriman Center for Women & Wealth (CW&W) and the head of Marketing and Sales Enablement for Private Banking. Ms. Penta led the creation of the CW&W, which supports women as they create and manage wealth and seeks to create a dynamic and inclusive environment where women can engage in conversations about wealth, family and values. Ms. Penta provides women with the investment, planning and philanthropic resources they need to navigate transitions, help the next generation thrive and plan for the succession of privately-owned businesses.

Ms. Penta serves on several boards, including New America’s Better Life Lab Advisory Council, Women’s Philanthropy Institute at the Lilly School of Philanthropy Advisory Board, the Home for Little Wanderers, the Boys and Girls Club of Boston (BGCB) Board of Trustees, and the Winsor School Corporation. She is also current Vice President of the International Women’s Forum of Massachusetts, past chair of the Boston Foundation Professional Advisors Committee and a former member of the Winsor School Board of Trustees.  In 2019, Ms. Penta received the Boston Estate Planning Council Excellence Award. She was named as a member of the Boston Business Journal’s 40 Under 40 in 2016 and as one of the 50 Most Influential Women in Private Wealth by Private Asset Management in 2015 and 2016. In addition, she speaks and writes on a variety of issues related to women and wealth, wealth planning and family communication about wealth and values.

Prior to joining BBH, Ms. Penta practiced at the law firm of Choate, Hall & Stewart LLP in Boston. She received her J.D. from the University of Virginia School of Law, where she was the executive editor of the Virginia Tax Review, and her B.A. in history and political science from Johns Hopkins University, where she was elected to Phi Beta Kappa. She lives in Boston with her husband and two children.

Ellen Perry
Founder and Principal of Wealthbridge Partners, LLC.

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 substantively 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 multiclient 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.

Schedule

1:00 pm - 1:10 pm - Welcome & Opening Remarks
1:10 pm - 2:00 pm - Presentation and Q&A (Virtual)

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