Managing Partner, Estate Planning – UHNW
Core
Lead and grow an elite estate planning practice for ultra-high net worth families with complex, multi-generational wealth, serving as the firm's highest-level technical authority.
Role type
Senior practice leadership (Managing Partner)
Builds
Comprehensive, advanced estate plans and sophisticated wealth transfer strategies for families with balance sheets exceeding $100M+
Domain
Private wealth / Estate planning / Tax law
Required skills
Estate planning strategy, Federal transfer tax law, Trust and estate administration, Business succession planning, Liquidity event planning, Team leadership, 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
Build and mentor an elite team of estate planning strategists; Personally engage on the most complex and high-stakes client situations; Design and implement comprehensive estate plans; Partner with senior wealth advisors and tax strategists; 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