Estate Planning Partner – UHNW
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 (UHNW)
Builds
Comprehensive estate plans, advanced wealth transfer structures, and multi-generational governance strategies for families with balance sheets exceeding $100M.
Domain
Private Wealth / Estate Planning / Tax Law
Required skills
Juris Doctor (J.D.), Licensed attorney, Advanced trust and estate administration, Federal transfer tax law expertise, Business succession planning, Multi-generational wealth strategy, Team leadership
Preferred skills
LL.M. in Taxation or Estate Planning, Experience at AmLaw 100/200 firm or estate planning boutique, Family office background
Technologies
None stated
Responsibilities
Lead client relationships alongside senior wealth advisors; Maintain and grow a book of Regis clients; Manage a select team of UHNW-focused estate strategists; Design and implement comprehensive estate plans incorporating advanced wealth transfer techniques; Advise on complex estate, gift, and generation-skipping transfer (GST) tax strategies; Lead multi-generational planning conversations including family governance and succession design; Prepare and review deeds, real property transfer documents, and federal and state estate and gift tax returns.
Seniority
Senior, hands-on IC