Emily R. (Lehman) Neubert CFP®

I work with families, business owners, and entrepreneurs to help them make intentional decisions about wealth—grounded in their values and aligned across generations. At the core of my work is creating space for open, honest conversations about what matters most. Through these discussions, I help families identify shared values, strengthen alignment, and translate those values into thoughtful financial strategies and meaningful philanthropic goals. I believe families that connect around a shared purpose are better positioned to preserve not just wealth, but relationships, legacy, and long‑term impact. I currently serve as Senior National Director of Ultra‑High Net Worth Services, where I lead and develop a specialized UHNW team focused on delivering highly personalized, family‑office‑like service. My work sits at the intersection of financial strategy, family dynamics, and governance—helping families navigate complexity while protecting cohesion and trust. Over the years, I’ve authored firm research on family governance and have been deeply involved in family engagement initiatives that support the transfer of wealth‑related values and knowledge. My expertise includes strategic financial planning for business owners and entrepreneurs, navigating liquidity events and business transitions, multigenerational planning, and facilitating family conversations around values, purpose, and succession. I specialize in helping families keep business, personal, and legacy goals aligned—recognizing that financial decisions are rarely just financial. Outside of work, family is central to my life. I enjoy spending time with my spouse and our four children, exploring Colorado through camping, hiking, skiing, and snowboarding.