Chevy Chase Trust was honored to sponsor the April Indian American Business Impact Group’s dinner session. The IAMBIG is a professional network designed to empower Indian American business leaders across various industries. It serves as a platform for CEOs, CXOs and business owners of privately and publicly traded companies to exchange ideas, collaborate and explore investment opportunities. The continued engagement among members of this community shows their impact in many industries as well as both domestic and international philanthropy. Al Bhatt, Managing Director at Chevy Chase Trust in our Tyson’s office, moderated the panel, including Paul Schuh of Arnold & Porter and Joseph (Joe) Medina, CPA of EY. They shared best practices, the critical nature of integrated advisors and most importantly, how to successfully bring the next generation into the planning and education process.

Chevy Chase Trust continues to support the Indian American Business Impact Group and stands poised and ready to provide financial advice and wealth solutions for achieving their goals.