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. 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.
Contact Info:
Office Phone: (510)406-7178
Web: WealthLegacyGroup.net
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