Successful Generations

Happy 20th episode of the Successful Generations podcast! Our listeners are in for a treat this week. We wanted a dynamo guest for this milestone episode and Adrienne Penta did not disappoint. Adrienne is a Senior Vice President and Executive Director of the Brown Brothers Harriman Center for Women & Wealth (CW&W)—the brainchild that she built from the ground up. Rooted in data regarding women and wealth, and guided by her personal experience (which she shares during our interview), Adrienne and her team at the CW&W support women as they create and manage wealth. They also produce a quarterly magazine called Women & Wealth that explores the intersection of family, wealth, and values. In this episode Adrienne and I talk about estate planning, inheritance, preparing children for wealth, the importance of clear values, communication, and transparency, and so much more. Adrienne shares a ton of great resources, which are linked below. Topics discussed in this episode: Meet Adrienne (2:45) Adrienn