Emerson Family Office Launches to Serve Families With $5 Million+

To serve the evolving needs of high-net-worth families, four registered representatives have officially left Kingswood Capital to form Emerson Family Office, a multi-family office designed to deliver highly personalized financial and lifestyle solutions. The founding partners launched their new firm under the Emerson Equity platform, citing the desire for greater independence, client alignment, and long-term strategic flexibility.

The firm caters to families with a net worth of $5 million and above, with a strong focus on emerging wealth – those in transition due to liquidity events, business exits, generational wealth planning, or other significant life changes.

Collectively, the group advises on more than $130 million in alternative investments annually. The team touts their understanding of institutional-quality opportunities and their proven ability to execute complex transactions for sophisticated investors.

Headquartered in the New York/New Jersey area, with offices in Silicon Valley, Calif., and Denver, the company said it is committed to coast-to-coast service. The founding team brings decades of experience in investment advisory, wealth management, tax strategy, and estate planning.

Joe Fraser leads operations in California, evaluating best-in-class alternatives for high-net-worth clients, with an emphasis on exit planning and wealth preservation strategies. Since 2020, he has been founder and principal of JSP Capital Partners, serving in an advisory role. Fraser also co-founded The True Life Companies in 2001.

Jason Ferneau leads the Denver office, which focuses on tax mitigation, estate preservation, and late-stage private equity opportunities. He also heads the Ferneau Group, a full-service financial firm helping clients reach their financial goals. He has FINRA Series 7 and 66 licenses and earned his undergraduate degree from the University of Nebraska-Lincoln.

Rikin Patel, CPA and Matthew Nielsen head the firm’s New York/New Jersey office, providing high-touch advisory and integrated financial solutions.

• Patel was a co-founder of Kingswood Family Office, a division of Kingswood U.S, from 2020 to 2025. Prior to, he was a financial adviser for SA Stone Wealth Management Inc. from 2012 to 2020. He is also a principal at Parkview Investments since 2019. Patel earned his bachelor’s degree in economics from the University of Maryland and holds FINRA Series 7, 63, and 65 licenses.
• Nielsen was also a co-founder of the Kingswood Family Office from 2020 to 2025. Prior to that, he was managing director for Stonecrest Partners from 2015 to 2020 and a partner at Masters Private Client Group from 2011 to 2015. He holds a bachelor’s degree in finance from Lake Forest College.

Emerson Family Office will maintain a custody relationship with Goldman Sachs, leveraging Goldman’s institutional-grade infrastructure for the safekeeping and administration of client assets. In addition, Emerson said it is working closely with both Goldman Sachs Asset Management and First Trust to design a suite of customized investment advisory models tailored to the unique needs of high-net-worth individuals and families.

“We created Emerson Family Office to provide families with a modern, transparent, and deeply personalized approach to tax-mitigation and wealth management,” said Patel, managing partner. “Our multi-office structure allows us to remain close to our clients while leveraging national expertise and relationships.”

The firm has already established an array of partnerships and access to private capital markets, including Solidaris Capital, Solar Ventures, InvestX, Skyway Capital, Tarkenton Financial, Access Capital Group and Inspired Healthcare Capital.

AltsWire had previously reported when Emerson Equity, the family office’s parent company, hired Brooke Jones as vice president of operations. Jones has been in the role of chief administrative officer since 2021.

Emerson Family Office offers a full suite of services, including investment management, tax mitigation strategies, philanthropic advising, succession planning, and concierge family office support.

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