Experienced
Professionals
Dedicated to Your Success
Our team brings together decades of experience in wealth management, law, tax, and family governance to provide comprehensive guidance for your family.
Leadership Team
The experienced professionals who lead our firm
Alexandra Chen
Managing Partner & Chief Executive Officer
Alexandra brings over 25 years of experience in wealth management and family office services. Prior to founding Emerald Capital, she served as a Managing Director at a leading global private bank, where she built and led the ultra-high-net-worth family office practice.
Michael Hartwell
Partner & Chief Investment Officer
Michael oversees all investment strategy and portfolio management activities. With 20 years of institutional investment experience, he previously managed multi-billion dollar portfolios for sovereign wealth funds and major endowments.
Sarah Mitchell
Partner & Head of Wealth Planning
Sarah leads our comprehensive wealth planning practice, including estate planning, tax strategy, and philanthropic advisory. She has helped numerous families navigate complex multi-generational wealth transfers totaling over $5 billion.
David Park
Partner & Head of Family Governance
David specializes in family governance, succession planning, and next-generation education. He has worked with over 50 multi-generational families to develop governance structures that preserve both wealth and family harmony.
Advisory Board
Distinguished advisors who guide our strategic direction
Dr. Eleanor Westbrook
Advisory Board Member
Former Dean of a leading business school with expertise in family enterprise governance and behavioral economics.
Robert Sinclair
Advisory Board Member
Retired CEO of a Fortune 500 company with extensive experience in corporate governance and strategic advisory.
Our Culture
Values that define how we work and serve our clients
Integrity
We do the right thing, even when no one is watching. Our word is our bond.
Excellence
We pursue the highest standards in everything we do for our client families.
Empathy
We listen deeply and understand the unique needs of each family we serve.
Let's Start a Conversation
We'd welcome the opportunity to learn about your family and explore how we might be of service.
Get in Touch