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UHNW Tax & Estate Planning Attorney
Refer job# GYSN145555
 
UHNW Tax & Estate Planning Attorney Duties: Helping Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) with UHNW clients, identify appropriate client opportunities for Family Office Resources (FOR). Managing the end-to-end advisor and client experience of FOR Resources. Coordinating comprehensive and integrated planning across teams of FOR specialists, and across divisions, to address each clients unique and evolving needs (e.g., family dynamics; philanthropic and charitable planning; business succession planning; cash flow modeling and liquidity management; estate, gift, and generation skipping tax planning; income tax planning; retirement and educational tax planning; asset protection and risk management; executive compensation and benefits). Working with regional and local branch management to identify and support business development initiatives around UHNW clients and prospects. Proactively engaging and building relationships with advisors and clients who do not engage FOR today, but may benefit from FOR capabilities. Keeping current all client relationship management (CRM) data and dossiers across FOR. Acting as a and FOR ambassador by making presentations at various internal and external forums. Participating in client VIP and recruit meetings.

Qualifications: Advanced degrees (e.g., JD Degree) required. Series 7 and 66 required, 24 preferred. 10+ years industry experience. Experience in working with ultra-high net worth individuals with a net worth of 10M or more is required (e.g., SFO or MFO professional; private bank professional; trust, tax & estate attorney or accountant, etc.). Excellent written and verbal communication and presentation skills. Extensive travel required.
 
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This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.
 
 

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