Shelley Rhoads Perry TEP

Lasting Links Solutions

Shelley Rhoads Perry is the Managing Partner at Lasting Links Solutions, a professional fiduciary services firm dedicated to protecting vulnerable adults.
She is a trust & estates attorney, who has held senior fiduciary planning and administration positions in a multi-family office and corporate trust department in addition to practicing in a boutique estate planning law firm. She has been involved with financial records management and trust and estate administration matters as both an attorney and administrator, and has assisted individuals and families dealing with the issues that surround diminished capacity. Shelley’s prior career in the software industry informs her in-depth understanding of today’s cybersecurity challenges which are contributing to the elder financial exploitation crisis.

Shelley is Deputy Chair of the STEP Digital Assets Special Interest Group and Board Secretary of the STEP Southwest Florida Chapter. She speaks on topics related to the use of technology in trust and estate administration, elder financial exploitation and the evolving area of digital assets and electronic wills.

The Sponsors

Jersey Finance Pictet North America Advisors S.A. Rawlinson & Hunter Ministry of Financial Services - Commonwealth of the Bahamas IRI-The Marshall Islands Registry Bermuda Business Development Agency Abu Dhabi Global Market Bryn Mawr Trust Company of Delaware International Wealth Tax Advisors LOM Financial Miller Thomson LLP Touchstone WSFS Wealth - Christiana Trust Enhance Group Henley & Partners Invest Barbados Boslil Bank Limited Hull & Hull LLP Legacy Tax + Trust Lawyers Thorsteinssons LLP