Client Appreciation Gifts That Reflect the Relationship You've Built.
You've spent years earning your clients' trust. The right gift reinforces that — quietly, tastefully, and without the logistics headache. Emily Berg curates every gift program personally, so your clients receive something that actually feels considered.
Most Advisors Settle for Generic. Your Clients Notice.
You know your clients — their milestones, their preferences, the relationships they value. But when it comes to gifting, the reality is often a last-minute catalog order in October, a generic basket that arrives with everyone else's, and a box that gets forgotten by January.
Your clients receive gifts from their attorney, their accountant, their banker. The advisor whose gift actually meant something — who took the time to make it feel personal — is the one they mention at dinner. That's the advisor they call when a friend needs a referral.
The problem isn't that you don't care. It's that thoughtful gifting takes time you don't have and taste that isn't your specialty. That's exactly what Emboxed is for.
FINRA-Aware Gifting: Maximum Impact, Full Compliance.
FINRA Rule 3220 limits non-cash gifts to clients at $100 per person per year. Emily designs every curation with this in mind — selecting products that feel genuinely luxurious at the right price point, so your gift lands as premium without putting you out of compliance.
You get to be the advisor who gave something beautiful and thoughtful. Emily makes sure it checks every box.
One Conversation. Emily Handles Everything Else.
Tell Emily About Your Clients
A 30-minute consultation to understand your client base, your brand, your per-client budget, and the gifting occasions you want to cover. One conversation is all it takes to set the program.
Emily Curates
She hand-selects products from her premium vendor network, builds a gifting proposal tailored to your clients and your firm's standards. You review and approve. Nothing ships without your sign-off.
Your Clients Receive Something Memorable
Every box is assembled, branded if desired, and shipped. You get the credit. Emily handles every detail in between — sourcing, packaging, personalized notes, delivery coordination.
Your Program Runs Year-Round
Holiday gifts, client birthdays, milestone moments, new client onboarding. Emily builds a gifting calendar around your business so you never have to scramble again.
Built for Advisors Who Take Client Relationships Seriously
- Registered Investment Advisors (RIAs) with 25–200+ client households
- Wealth managers and financial planners looking to differentiate through client experience
- Advisory practices gifting at the holidays and wanting a program, not a one-time order
- Office managers who have been handed gifting responsibility and want it handled properly
Meet Emily Berg
Emboxed is led by Emily Berg, a hands-on curator who believes the best gifts feel thoughtful, personal, and effortlessly well considered. Emily works closely with clients to translate relationships, occasions, and brand standards into gifting experiences that feel considered from the very first impression to the final detail.
For financial advisors, Emily builds programs that respect compliance boundaries while still feeling genuinely luxurious — the kind of gift that strengthens a client relationship without ever creating a conversation you do not want to have.
"Gifting well is an act of attention. I help my clients do it beautifully."
"Emily's taste is impeccable. She took a vague brief and turned it into 200 client gifts that looked like we'd spent months planning them. Our clients still talk about the unboxing."
Rachel Kim
Head of Client Success, Meridian Partners
Common Questions from Advisory Teams
Emily works within your per-client budget. Most financial advisor programs run $75–$95 per box to stay within FINRA guidelines. She confirms the right range on your consultation call.
Yes. Emily manages both small and mid-scale programs. Fulfillment logistics are covered in your consultation.
Absolutely. Branded boxes, inserts, ribbons, and logo-engraved drinkware are all available depending on vendor and quantity.
For holiday programs, October is ideal. For year-round programs, any time works — Emily builds a forward calendar in your first meeting.
Yes. Emily's vendor network ships throughout the continental US.
Yes, upon request.
Ready to Make Gifting One Less Thing on Your List?
Book a 30-minute consultation with Emily. No commitment, no catalog to browse. Just a conversation about your clients and what would make them feel genuinely appreciated.