Speaking

Travelling the world, I’ve had the opportunity to help countless families chart their course.

Keynote Presentation

Wills & Estate Planning One Conversation at a Time

I had the chance to convene with some of North America’s most powerful families and their advisors to discuss how to future-proof their legacies.

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Other Presentation Topics:

Communication and Conflict As an associate certified Conflict Resolution Coach (in addition to being an author, CA and licensed Investment Advisor), Emily’s presentation on strengthening communication and reducing conflict has become a well spent 40 minutes for the audience. Whether for personal or professional relationships or working with clients, everyone benefits from gaining insights into how a seemingly simple conversation can sometimes go so terribly wrong.
Just the Facts: Succession and Wealth Transition Planning After listening to this presentation you will understand why the commonly accepted approaches to succession and wealth transitions fail the majority of the time. Questions answered in this presentation include: What is the definition of a failed succession plan? What is the rate of failure? and What are the root causes of failure? Failure, after all, is not predestined. Families are free to exercise their free will to overcome the centuries old nasty proverb of ‘shirtsleeves to shirtsleeves in three generations’.
Trusts: The Unintended Consequences of a Well-Intentioned Trust In this presentation audience members will gain insights into both the strengths and weaknesses of trust structures. Listeners will discover the brilliant role a trust structure can play in a successful succession and wealth transition plan and how this role compares to the realities of the 21st century.
Philanthropy, A Family Affair This presentation practically and pragmatically encourages listeners to make philanthropic decisions in much the same way as they would business decisions. Included in this presentation are insights into the industry of charitable giving and why, more than ever before in history, it is essential to be clear on what you want your philanthropic plans to achieve.
The Family Bank Approach: A Secret No More This presentation reveals the secret behind successful succession and multi-generational wealth transition plans. Listeners will discover how the Family Bank approach specifically addresses the causes of failed succession and wealth transition plans. Built on a solid foundation of a family’s shared values and shared vision, the Family Bank approach takes a bottom-up approach to succession and wealth transition planning.
The Last Taboo Topic: Money Sigmund Freud hypothesized that there were two loaded topics that stood in the way of most people’s happiness: sex and money. In this presentation, listeners will learn that money education, like sex education, is critical to a happy, healthy mature adult life. The reasons why families must learn ‘to talk about money’ are explored and explained, along with pragmatic suggestions for how best to address this topic with all the family members.
Selling the Family Business This presentation addresses the impact selling the Family Business can have on a family, and provides sage advice on how the family can successfully cope with what can often be a traumatic experience.
Governance While governance is a trendy topic in boardrooms today, governance issues have been a reality of life for as long as individuals have sought to work together. This is a key component of a successful succession and wealth transition plan, something which is seldom addressed by most estate planning advisors. Listeners will come away with powerful guidelines for effective governance, guidelines aimed to ensure the success of their family’s wealth-transition plan.
Customized Speeches On many occasions, Emily is asked to craft a speech, following the Family Bank Approach, for a specific audience. For example, speaking at The Family Wealth Management and Structuring Conference in London, England on how ‘Governance, Policies and Structures Help Manage Brand, Reputation and Wealth’.