Managing Partner, Estate Planning - UHNW (West Coast)

For our client, a leader in the Finance & Insurance space, we are seeking a Managing Partner for Estate Planning focused on Ultra-High-Net-Worth (UHNW) families on the West Coast. This role offers the opportunity to influence enterprise performance and scalable financial operations within a regulated financial services environment.

About the role

You will strengthen forecasting, budgeting, and financial planning processes that guide business decisions. Partner with executive leadership and cross-functional stakeholders to improve planning processes, financial discipline, controls, and resource allocation.

Responsibilities

• Lead and grow the estate planning practice focusing on UHNW families
• Build and mentor a top-tier team of estate planning strategists driven by technical excellence
• Engage directly with the most complex estate planning cases as the firm's top technical expert
• Design advanced estate plans incorporating tailored wealth transfer strategies for high-complexity clients
• Collaborate with wealth advisors and tax strategists to integrate estate planning into overall financial strategies
• Cultivate and manage relationships with a select group of ultra-high net worth families
• Represent the firm in client development and industry events to enhance its reputation in estate planning

Qualifications

• Juris Doctor (J.D.) and preferably an LL.M. in Taxation or Estate Planning
• Licensed to practice law in at least one state
• Minimum of 20 years in estate planning with significant focus on clients with $100M+ balance sheets
• Proven experience in leading high-performing estate planning teams within wealth management or a family office setting
• Exceptional mastery of federal transfer tax law and advanced wealth transfer planning techniques
• Ability to deliver comprehensive multi-generational estate plans addressing complex family dynamics and assets

Benefits

• Company paid life and disability insurance programs
• Multiple medical plan options, including High Deductible Health Plans with HSA contributions
• Comprehensive dental and vision coverage
• 14 paid holidays, including a full week off at Thanksgiving
• Robust paid time off program and additional paid parental leave
• Adoption assistance reimbursement and concierge services for caregiving needs
• 401(k) retirement plan with company matching contributions

Pay

$255,000 – $300,000 annually

Location: Remote - US based candidates only, no visa sponsorship available