Estate Planning Partner – UHNW

About the role

This role offers the opportunity to serve as a trusted strategic advisor to ultra-high-net-worth (UHNW) families with complex, multi-generational wealth. You will lead sophisticated estate planning engagements, shaping strategies that protect, preserve, and transfer significant family assets. Working alongside senior wealth advisors and interdisciplinary experts, you will provide high-impact guidance across estate, tax, and succession planning. The position combines technical expertise, relationship leadership, and the ability to influence long-term client outcomes.

Responsibilities

• Lead estate planning relationships alongside senior wealth advisors and serve as a strategic partner for UHNW clients.
• Manage and grow a portfolio of sophisticated families, including clients with significant multi-generational wealth and complex balance sheets.
• Oversee and mentor a team of estate strategists and support professionals to deliver exceptional client outcomes.
• Develop and implement advanced estate plans involving trusts, wealth transfer structures, wills, powers of attorney, healthcare directives, and related documentation.
• Advise clients on estate, gift, and generation-skipping transfer tax strategies while identifying planning opportunities and legislative risks.
• Guide multi-generational wealth conversations, including family governance, heir education, trustee selection, and succession planning.
• Design and advise on complex business structures, including entity planning, succession strategies, buy/sell agreements, and tax considerations.
• Support client acquisition initiatives through prospect meetings, industry participation, and thought leadership contributions.
• Partner with leadership teams to improve service models, technology capabilities, and organizational growth initiatives.
• Provide guidance on trust administration, trust modifications, decanting strategies, beneficiary matters, and estate-related documentation.

Requirements

• Juris Doctor (J.D.) from an accredited law school required; LL.M. in Taxation or Estate Planning strongly preferred.
• Active license to practice law in at least one U.S. state.
• 15+ years of estate planning legal experience, primarily supporting clients with significant wealth, including experience with families possessing $100M+ balance sheets.
• Advanced knowledge of federal transfer tax law, trust and estate administration, and sophisticated wealth transfer techniques.
• Proven experience advising on business succession, liquidity events, mergers and acquisitions, IPOs, ESOP transactions, and closely held business interests.
• Background in a private wealth department at an AmLaw 100/200 firm, nationally recognized estate planning boutique, family office, or similar high-level advisory environment preferred.
• Ability to explain complex legal and financial concepts clearly to clients, advisors, and multidisciplinary teams.
• Strong leadership, relationship management, strategic thinking, and collaboration skills.
• Comfort operating within a regulated financial advisory environment.

Benefits

• Competitive total cash compensation range of approximately $250,000 - $400,000 USD, including base salary and annual bonus opportunities.
• Comprehensive medical coverage options, including multiple healthcare plans and Health Savings Account (HSA) contributions.
• Dental and vision insurance plans.
• Company-paid life insurance, accidental death and dismemberment coverage, and disability benefits.
• Supplemental insurance options, including accident, critical illness, and hospital indemnity coverage.
• Generous paid time off program and 14 company-paid holidays, including a full week off at Thanksgiving.
• Paid parental leave and family medical leave benefits.
• Adoption assistance reimbursement program.
• Employee Assistance Program and concierge support services for personal and family needs.
• 401(k) retirement plan with company matching, including Traditional and Roth options.
• Pet insurance coverage.
• Access to personalized financial planning and guidance services.
• Flexible work environment with the ability to work remotely from a dedicated professional workspace.