Description
Our client is a large, national wealth manager looking to add an attorney with deep estate planning expertise to their team as a Senior Wealth Strategist. The ideal candidate will bring a minimum 7 years experience, but preferably more. The Senior Wealth Strategist will advise UHNW families on complex matters, including estate planning, financial planning, and tax considerations. Responsibilities include, but are not limited to:
- Working alongside advisors and clients to craft sophisticated estate plans and customized strategies aimed at preserving capital and protecting assets.
- Meeting directly with UHNW families and their advisory teams to assess current estate structures, evaluate exposure to transfer taxes, and understand unique family dynamics in order to uncover planning opportunities.
- Reviewing estate plans and recommending approaches that improve the efficiency of multi-generational wealth transfer.
- Collaborating with outside legal, tax, and other professional advisors to build and carry out integrated planning solutions that align with client goals.
Located in the northeast (ideally New York or Boston) – The position is primarily remote.
