Senior Family Wealth Strategist

Responsibilities

• Ownership of the wealth planning for UHNW clients with a net worth of at least $ 30 M.
• Lead client engagements in collaboration with wealth advisors, legal professionals, and accountants.
• Assessment of clients' financial, legal, and family documents to identify planning opportunities, interpret the planning documents, as well as analyze and model scenarios involving trusts, family partnerships, private foundations, and charitable vehicles.
• Present strategies to clients with clarity, discretion, and confidence, maintaining the highest standards of client service.
• Guidance to advisory teams and clients as to family meetings, serving as a trusted advisor in multigenerational family governance, educating and advising heirs.
• Identification of solutions and services as sales opportunities.
• Research of specific topics, legislation, or other planning matters.
• Development of content, thought leadership, and educational materials for both clients and advisors.
• Participation in both department and firmwide trust and estate planning initiatives.
• Continued education of developments in tax law, estate planning strategies, and wealth transfer vehicles.

Qualifications

• J.D. required. Advanced degrees (LL.M. in Taxation) and additional designations (CTFA, CPA, CFP, etc.) preferred.
• Minimum of 10+ years of experience in tax, estate, and wealth planning with UHNW clients working in estate planning or trust and estate administration with significant exposure to UHNW clients ($ 30 M+ net worth) required.
• At least one year of legal experience in a law firm is required.
• In-depth knowledge of U.S. estate, gift, and generation-skipping transfer tax laws.
• Proven ability to develop and implement complex planning strategies with a client-first approach.
• Exceptional communication and interpersonal skills, with the ability to convey sophisticated ideas.
• Strong collaborative mindset and experience working in a multi-disciplinary team environment.
• Exceptional interpersonal skills with the ability to build trust and credibility with sophisticated clients and their advisory teams.
• Strong analytical, communication, and presentation skills.
• High degree of integrity, discretion, and professional judgment.
• Highly organized and able to excel in a fast-paced environment.
• Proficiency in Microsoft Office applications (PowerPoint, Word, Outlook, etc.) required.
• Competency with eMoney, BNA, or other planning, tax, or research software preferred.