Emily started Emily Scott AND to fill the void of merging the technical side of money with the human side of money, especially during transition. She describes her role as a confidential guide and thought partner for her clients in the issues and challenges of legacy planning, financial prioritization, and philanthropic choices, using a process Emily calls The Power of AND. She collaborates with other professionals to align core competencies for a robust client offering.
Ms. Scott’s earlier professional career includes years on Wall Street, the retail industry, and marketing consulting. With her 30+ years of personal experience in investing, philanthropy and managing a family office, Emily fully appreciates the nuances and pressures that having a high net worth can bring.
In her personal life, Emily has been actively engaged in her philanthropy as a board member and grantor. Emily was a founding board director of the Park City Community Foundation and served as Vice Chair and Grants Chair. She has been on many non-profit boards including the Simmons College Board of Trustees (where she held numerous Chair/Executive Committee positions), V-Day, SF AIDS Foundation, KQED, and Fostering Media Connections. Emily was a principal in the California College Pathways Collaborative. Ms. Scott currently serves on the Advisory Board of World Trust.
She believes in the value of incorporating her time, treasure, and talent in all that she does. Her partial list of accomplishments includes raising large sums of money by participating in the SF/LA AIDS RIDE, writing a book, walking the Camino de Santiago, journeying to the Democratic Republic of Congo to raise money for City of Joy, volunteering in the refugee camps in Lesvos and Athens, advocating for former foster youth, and bearing witness to the refugee immigration crisis. She is a passionate advocate of humanitarian endeavors, civil discourse, and is actively engaged in the pursuit of truth and reconciliation as the acknowledgment of the racial injustice in the U.S.A.
Emily presented at TEDx Sonoma on philanthropy ("Evolution of a Passionaholic") and authored Tails of Devotion, A Look at the Bond between People and Their Pets. Ms. Scott has advised on and taught grant making, development, and board governance.
Emily is certified as a Financial Transition Professional. She is a member of ProVisors, AiP (Advisors in Philanthropy), NCPGC (Nor Cal Planned Giving Council), and PPI (Purposeful Planning Institute). Emily holds an MBA from Cornell University, a BA in management from Simmons College, and is an alumna of The Philanthropy Workshop.