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EP 50: An Entrepreneurial Approach to Advising Family Offices and Foundations

Wawrzaszek discusses the firm’s entrepreneurial approach to strategic planning and investment advice across multiple generations of family wealth.
Recorded Jun 24 2019 35 mins
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Presented by
Paul Ellis | Karen Wawrzaszek - Senior Director of Financial Planning at Sullivan, Bruyette, Speros & Blayney
Presentation preview: EP 50: An Entrepreneurial Approach to Advising Family Offices and Foundations

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Sustainable Finance Knowledge for Financial Advisors
Each week, Paul Ellis discusses with his guest the details of how her or his participation in sustainable finance is disrupting "business as usual" in the investment and/or advisory industries.

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  • Title: EP 50: An Entrepreneurial Approach to Advising Family Offices and Foundations
  • Live at: Jun 24 2019 10:30 am
  • Presented by: Paul Ellis | Karen Wawrzaszek - Senior Director of Financial Planning at Sullivan, Bruyette, Speros & Blayney
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