Meet to Explore
Meet to explore your unique financial picture, your goals and values to determine if Emerge is the right partner.
Discovery Process
We will undertake a discovery process to develop a comprehensive understanding of your financial landscape, risk profile, and overall personal and business affairs.
Tailored Proposal
Emerge will develop and present a tailored proposal outlining a customized service engagement.
Frequently Asked Questions
Profile
How do you determine what level of service a client needs?
We will embark upon a discovery process, asking a series of questions about your financial lives, goals and values. Once we understand the full picture, we identify the opportunities for Emerge to add value.
What is a typical client profile?
Emerge has a variety of clients representing a wide range of industries. We customize the service offerings based upon the clients’ needs and goals. For example:
- High Net Worth families seeking a trusted consigliere – much like a concierge doctor – who provides comprehensive oversight of your financial health, proactively manages financial affairs, and develops strategies to support your long-term financial well-being.
- Entrepreneurs and Founders building, scaling, or transitioning businesses who seek a discreet and strategic advisor to provide structure, guidance, and protection through periods of growth and transformation.
- Athletes and Entertainment Professionals whose professional success demands complete focus, and who are best served by delegating the management of your financial and administrative affairs to a trusted partner.
- Senior Executives and Business Leaders who have invested time and resources to success in business and appreciate the peace of mind that comes from having an experienced partner, ensuring your personal financial health is thoughtfully and proactively managed.
- Clients Navigating Significant Transitions across all life stages, particularly during pivotal moments, who value thoughtful, coordinated support through both planned and unexpected transitions, including liquidity events, retirement, divorce, estate settlement, health-related matters, business formation, or significant real estate and asset acquisitions.
Partnership
How does Emerge work with my existing advisors?
Emerge partners with many firms to serve their clients’ financial needs. The Emerge team will work closely with you and your trusted team members (wealth managers, attorneys, managers, agents, etc.) to ensure transparency and communication. While the engagement is typically governed by a separate agreement, relationship management is intentionally flexible. Emerge may communicate directly with you, with the advisor included as appropriate.
Process
How are fees structured for your services?
Emerge’s fees are engagement-specific and reflect the scope, complexity, and level of support required. After completing an initial discovery process we present a customized proposal detailing services and fees.
How many people at Emerge work on a client’s team?
A dedicated team of three to six professionals supports each client, with team composition tailored to the scope and complexity of the engagement.