Managing Partner, Estate Planning - UHNW (San Francisco)
Core
Lead and grow an elite team of estate planning strategists serving ultra-high net worth families with complex, multi-generational wealth, acting as the firm's highest-level technical authority on estate planning matters.
Role type
Senior practice leadership (Managing Partner)
Builds
Integrated family office offering for UHNW families
Domain
Private Wealth / Estate Planning / Tax Strategy
Required skills
Estate planning strategy, Federal transfer tax law, Trust and estate administration, Business succession planning, Liquidity event planning, Team building and mentorship, Client relationship management, Multi-jurisdictional planning
Preferred skills
LL.M. in Taxation or Estate Planning, ACTEC Fellowship, AV Preeminent Martindale-Hubbell rating
Technologies
Legal research databases, Wealth management platforms
Responsibilities
Lead and grow the Regis estate planning practice, Build and mentor an elite team of estate planning strategists, Serve as the firm's senior-most technical authority on estate planning, Design and implement comprehensive, advanced estate plans for Regis families, Partner with senior wealth advisors and tax strategists to ensure integrated planning, Own and deepen relationships with a select portfolio of Regis families, Lead and represent Regis in prospective client development and thought leadership initiatives
Seniority
Senior, hands-on IC with leadership responsibilities