Managing Partner, Estate Planning - UHNW (Orange County)
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
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
Juris Doctor (J.D.), state bar license, 20+ years legal experience in estate planning, deep technical mastery of federal transfer tax law, experience with business succession and liquidity events, team leadership in private wealth
Preferred skills
LL.M. in Taxation or Estate Planning, ACTEC Fellowship, AV Preeminent Martindale-Hubbell rating, prior leadership at AmLaw 100/200 firm or equivalent
Technologies
N/A
Responsibilities
Lead and grow the Regis estate planning practice, build and mentor an elite team of strategists, serve as senior technical authority on complex client situations, design advanced estate plans, partner with senior wealth advisors and tax strategists, own relationships with select UHNW families, represent Regis in prospective client development and thought leadership
Seniority
Senior, hands-on IC with leadership responsibilities