Join NextGen Founding member Emily Griset for a virtual discussion about your finances – from the tax treatment of cryptocurrencies to how to protect your legacy for the people and causes you care about most. Emily has over 15 years of experience in the wealth industry and will share practical tips for investing prudently, planning wisely, and making the most of your assets. You’ll also learn common missteps to avoid and have the opportunity for your questions to be answered.
Emily Griset is an Investment Officer at Fiduciary Trust Company where she works with individuals and families to protect and grow their wealth, following over a decade at Citi Private Bank advising ultra-high net worth clients. She holds a JD from New York University. Emily is Co-Chair of the NextGen Champions Circle and a member of the NextGen Founders Circle.