Emily Neubert is the Director of Family Governance within the Wealth Strategies Group. Emily works closely with high-net-worth families, family offices, foundations and endowments, and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer and philanthropy. Emily is also a member of the Family Engagement team, which helps families explore the transfer of wealth-related values and knowledge. Her primary responsibility is leading Bernstein’s Family Governance efforts and authoring Bernstein’s research on Family Governance. She joined Bernstein in 2012, as a private client associate in the firm’s Los Angeles office. In 2015, she joined the Wealth Strategies Group. Later in 2015, Emily relocated to the Denver office. Prior to joining the firm, she spent seven years in the Financial Services industry at JPMorgan Securities and also at UBS. Emily earned her BS in economics from Pennsylvania State University. She is a CERTIFIED FINANCIAL PLANNER™ professional, holds certificates from the Family Firm Institute (FFI) in Family Business Advising (CFBA) and Family Wealth Advising (CFWA), and is a 21/64 Certified Advisor.