⇐ BACK TO IMPACT INVESTMENT SUMMIT 2024 SPEAKERS
Senior Parner – Emerald Family Enterprise Group
Joanna Sun is a Senior Partner at a Family Enterprise advisory group- Emerald family enterprise group. She is dedicated to providing strategic guidance and holistic financial counsel to owning families, helping them achieve continuity across generations.
Joanna also understands the intricacies of intergenerational and transnational wealth
management. Utilising her personal insights and professional expertise, she focuses on family
enterprise planning, succession planning, and next-generation development for her clients.
Leading a team of exceptional and dedicated advisors, Joanna is passionate about partnering
with families and guiding them through each life stage, taking great satisfaction in the success of her clients.
Joanna is a keen long-distance runner with a double Bachelor’s degree in Business
Management and Arts and a Master’s degree in Financial Planning. She has also completed the
Certified Family Advisor and Advanced Certificate Family Advisor accreditation with the US-based Family Firm Institute. In addition, Joanna has successfully completed the Company Director course with the Australian Institute of Company Directors (AICD).