Emmie Jeffus

Executive Director, Senior Wealth Strategist at UBS

Role
Executive Director, Senior Wealth Strategist at UBS
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Emmie Jeffus

My practice focuses on estate planning for extraordinarily high net worth individuals (both in Texas and beyond) and the representation of fiduciaries and beneficiaries in estate and trust administration. The main focus of my practice is designing and implementing advanced asset transfer strategies to minimize federal gift and estate taxes and strategies to facilitate the transition of ownership of closely held family businesses or legacy properties from one generation to the next. I also have advised clients in divorce cases (along with their divorce counsel) where substantial trusts or family assets were involved. I mostly focus on the preparation of wills and trusts, lifetime transfers of assets, and restructuring family owned businesses.

Experience

  1. Executive Director, Senior Wealth Strategist

    UBS

    Aug 2025 — Present · Houston, TX, US

Education

  • The George Washington University

    Bachelor of Arts (B.A.), Anthropology and International Affairs

    2007 — 2011

  • University of Chicago Law School

    Doctor of Law (JD), Law

    2011 — 2014

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Emmie Jeffus — Executive Director, Senior Wealth Strategist at UBS in Houston, TX, US | Unifers