Era Yoo is a senior family office advisor serving in the Family Office division of Blue Trust.
Era has close to 30 years of experience helping families intentionally design a multi-generational plan for stewarding their social, spiritual, intellectual, and financial capital for lasting impact and enduring legacy. Her client-centered orientation and unique approach in the areas of financial, estate, trust, and investment planning emphasize a principle-driven wealth transition dynamic that fosters purposeful engagement and relational unity across generations.
Before joining Blue, Era was employed by Northern Trust as senior vice president and lead client relationship manager, where she helped build and grow the private wealth management office in Greenwich, Connecticut. Before Northern Trust, she was the Principal and senior client advisor at Bessemer Trust in their headquarters in New York City. She also spent several years at Geller Family Office Services and Brundage, Story & Rose LLP.
Era attended the University of Chicago for her undergraduate studies in Economics. Later, she received her MBA from New York University’s Stern School of Business. In addition, Era completed Cannon Trust School’s I and II courses. She has actively contributed to the Next Gen education and engagement discourse by teaching numerous workshops and developing a financial literacy curriculum for the Redwoods Initiative, a prestigious Next Gen education institute.
Active in the community, Era attends Grace Community Church of New Canaan. Era and her husband, Charles, live in New Canaan, Connecticut, with their two sons.
