Estate Planning Partner, UHNW (San Francisco)
Core
Lead client relationships and serve as the primary strategic advisor and subject matter expert for ultra-high net worth (UHNW) families with complex, multi-generational wealth.
Role type
Senior IC estate planning partner (legal)
Builds
Comprehensive estate plans, trust structures, and business succession strategies for families with balance sheets exceeding $100M.
Domain
Private Wealth / Estate Planning / Tax Law
Required skills
Juris Doctor (J.D.), state bar license, advanced wealth transfer planning, trust administration, business succession, generation-skipping tax strategies, family governance
Preferred skills
LL.M. in Taxation or Estate Planning, experience at AmLaw 100/200 firm or estate planning boutique, experience with closely held business interests
Technologies
None stated
Responsibilities
Lead multi-generational planning conversations including family governance and succession design; Design and implement complex FLLCs and business structures; Advise on complex estate, gift, and GST tax strategies; Prepare and review deeds, real property transfer documents, and federal/state tax returns; Manage a select team of estate strategists; Partner with interdisciplinary experts to integrate estate strategies into broader financial plans. (via careerplan.io/jobs/5376531008-estate-planning-partner-uhnw-san-francisco-at-merceradvisors)
Seniority
Senior, hands-on IC
