trusted advisors committed to
Emerson Family Office is a multi-family office built to serve the complex financial lives of successful individuals and families. As fiduciaries, we specialize in bespoke portfolio management and legacy wealth transfer. Legacy is the foundation of our work.
Growing and compounding tax savings each year can, when successful, increase your wealth exponentially. Compounded tax savings, along with comprehensive financial and estate planning, has the potential to optimize generational wealth transfer and charitable impact.
Institutional-quality investment portfolios powered by Goldman Sachs Asset Management. This relationship allows us to work with the world’s leading portfolio managers, while maintaining independence, objectivity, and alignment with the ever-changing needs of our clients. As fiduciaries, we act solely in your best interest.
Access to alternative investments, private equity and venture deals through our curated network of sponsors, with proven track records and innovative business models. We specialize in deal origination and due diligence of exclusive investment opportunities not available to traditional retail investors.
Tax-aware portfolio construction, tax-advantaged private investments, planning for liquidity and other life events. We incorporate tax strategies into every stage of your financial life, augmenting or coordinating with your CPA, estate planning attorney, and succession planning team. Our goal is to grow your wealth and help you keep more of it.
Comprehensive financial planning to identify your wealth gap and provide a detailed action plan to attempt to bridge that gap, incorporating your lifestyle needs, wealth transfer goals, and philanthropic initiatives. Upon completion of the plan, we’ll implement the action items in our effort to protect and preserve what matters, for those who matter most.
Oversight and coordination for life, disability, long-term care and comprehensive insurance coverage. Establishing credit shelter trusts to protect assets from legal claims while reducing estate tax liability. Support in crisis management to protect your reputation and privacy. Working to safeguard your legacy for generations to come.
Lifestyle services including, but not limited to, travel coordination, private aviation, concierge medical care, auto leasing, real estate management, art and collections acquisition or disposition, planning for and supporting major life events. Centralized family office facilitation to simplify life, so you can enjoy more of it.
Families are woefully unprepared for this transition. Even with an estate plan in place, without education to the next generation, a wealth creator's legacy is typically lost within one or two generations.
Emerson Family Office is headquartered in New York/New Jersey, with strategic offices in Denver, Los Angeles and Silicon Valley.
