"I bring a comprehensive set of capabilities to each relationship to support the totality of clients’ wealth."
Ethan Emma

Ethan Emma

"I bring a comprehensive set of capabilities to each relationship to support the totality of clients’ wealth."
About Ethan Emma

Welcome

With over 25 years of experience managing the sophisticated complexities that accompany great wealth, Ethan Emma delivers hands-on, boutique-style investment services coupled with access to the powerful resources only a global firm can provide. Families and foundations look to him for comprehensive and strategic guidance that targets wealth preservation and diversification. He creates asset allocations and selects investment managers to build tailored portfolios, testing them through proprietary simulations before implementation. He believes that his clients benefit from a real-world analysis of possible outcomes.
Ethan brings a comprehensive set of capabilities to each relationship to support the totality of his clients' wealth. He assists with any financial matter—from estate planning and personal banking to credit and lending services.

Meet Our Team

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(561) 694-5688