Emily works with ultra-high net worth clients of UBS to help coordinate their investments, estate planning, and philanthropic goals. Emily focuses on developing and implementing creative and comprehensive strategies for the preservation, transfer, and management of wealth. She also reviews clients’ estate planning documents to help ensure that the plan accurately reflects the family’s needs and objectives. Emily serves as a resource for UBS clients on issues related to tax, estate planning, philanthropy, asset protection, business succession, and wealth planning.
Professional History
Prior to joining UBS in 2012, Emily worked for Roberts & Holland LLP, a tax and estate planning law firm. She helped individuals and families achieve wealth transfer goals while minimizing estate, gift, income and generation-skipping transfer taxes. Emily also worked with tax-exempt organizations (particularly private foundations).
Education
Emily received an A.B. from Dartmouth College, and her J.D. and LL.M. (Taxation) from New York University School of Law, where she was Developments Editor of the NYU Journal of Law and Business.
Publications
“Investing for Trusts,” Emily Brunner, Trusts & Estates (April 2018)
“Charitable Gifts of Real Estate,” David Thayne Leibell and Emily Brunner, Trusts & Estates (October 2016)
“Charitable Planning with Closely Held Business Interests,” David Thayne Leibell and Emily Brunner, Trusts & Estates (June 2014)
Affiliations
Emily is a member of the New York City Bar Association.
