Managing Partner, Wealth Legacy Group
Since 2004 Emily has worked with ultra-high-net-worth families on strengthening trust, improving communication, and preparing family members to take on roles and responsibilities in their family businesses, estate plans and philanthropic endeavors.
Emily has facilitated over 130 family meetings spanning three generations where their net-worth ranged from $2m to $1.5b. She has also worked with over 100 affluent women on building their confidence and competence in their financial decision-making. She joined the Wealth Legacy Group in 2009 and became managing partner in 2010.
In 2015 Emily became the “family transitions” faculty member of the Exit Planning Institute. She works collaboratively with families and their advisors to support family members through some of the most challenging decisions and life events they will ever face. She presents, facilitates, and coaches women, couples, families, and groups on addressing the emotional issues related to life’s transitions.
Since 2003, Emily has been considered a leading expert in the field of blended family dynamics. She has been featured in popular media, including The Today Show, CNN, WSJ, Bloomberg Businessweek and The New York Times. Emily co-authored, with L. Paul Hood Jr., Estate Planning for the Blended Family.
Emily earned a B.A. with honors in Child Development from the University of Pennsylvania, and a Masters Degree in Social Work from the University of Texas at Arlington. Wanting to better understand the repeated dynamics she witnessed again and again in families, she became certified as a Money Coach for individuals, couples and businesses in 2008 through the Money Coaching Institute.
Emily currently lives in the San Francisco Bay Area of northern California.