Focus Areas
Emily is a trusted advisor to individuals, families, and charitable organizations. Drawing from her background as an estate planning attorney, Emily partners with her clients to provide bespoke wealth management and trust services. Emily has expertise in addressing the distinct needs of closely-held business owners, financial sponsors, and corporate executives. Emily also advises global families on financial matters and estate planning for their US family members and assets.
Experience
Prior to Fiduciary, Emily was a Director and Wealth Planner at Citi Private Bank where she advised ultra-high-net-worth clients on trusts & estates, taxation, philanthropy, and cross-border planning matters. Previously, Emily was a Trust Officer at Fiduciary Trust Company International and a trusts & estates attorney with Fried, Frank, Harris, Shriver & Jacobson LLP.
Community Involvement
Associates of the Boston Public Library – Board of Directors
Friends of Acadia
Land’s Sake Farm – Board of Directors
The National Society of Colonial Dames of America in the Commonwealth of Massachusetts
The Vincent Club
Phillips Academy Andover Development Board
UNICEF’s Next Generation
Personal
Emily lives in Weston with her husband and two children. Outside of work, Emily enjoys hiking, skiing, and scuba diving with her family. Emily is also a supporter of historic preservation and delights in the beauty of New England while spending time in the Berkshires, the White Mountains, and Maine’s Cranberry Isles.
