Emerson Family Office is a modern multi-family office offering personalized solutions to UHNW families through sophisticated tax strategy, exclusive private investment access, and comprehensive family continuity planning. Headquartered in New York/New Jersey with strategic offices in Silicon Valley and Denver, we serve as a trusted partner navigating complex financial lives with independence, insight, and continuity across generations.
Access to alternative investments, private equity, venture, and real assets through our curated network.
Custom portfolios backed by institutional partners like Goldman Sachs Asset Management and First Trust.
Sophisticated tax-mitigation planning, estate design, and trust alignment with CPA oversight.
Support for philanthropy, succession, and values-based wealth transitions.
White-glove services including lifestyle support, reporting, and cross-generational planning.
We work closely with you to bring clarity and simplicity to your financial life. With exceptional service and deeply personalized strategies, we strive to help you build, manage, and preserve wealth — not only for today, but for the generations who will carry your legacy forward.
Alternatives & Investment Sourcing
Tax Mitigation & Estate Preservation
High-Touch Advisory & Tax Strategy
Integrated Wealth Solutions
We're here to help. Send us an email or call us at (212) 518-3144. Please feel free to contact our expert.
Contact UsNot an offer to buy, nor a solicitation to sell securities. All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future results. Speak to your finance and/or tax professional prior to investing. Any information provided is for informational purposes only.
Securities and advisory services offered through Emerson Equity LLC Member: FINRA/SIPC and a registered investment adviser. Only available in states where Emerson Equity LLC is registered or operating pursuant to exemption from registration. Emerson Equity LLC is not affiliated with any other entities identified in this communication.
For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.
Powered by Emerson Equity, we offer exclusive advisory models developed in partnership with GSAM and First Trust, providing innovative solutions to help you achieve your financial goals.
© 2025 Emerson Family Office
