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. 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. Previ