Wealth Planning Attorney
Core
Senior Director providing sophisticated case consultation and strategic guidance on estate and business planning for high-net-worth and ultra-high-net-worth clients with complex needs.
Role type
Senior Director, Wealth Planning Attorney
Builds
Comprehensive estate and business plans, thought leadership, and targeted consultation for high-net-worth clients.
Domain
Wealth Management / Estate Planning / Business Succession
Deliverable
client delivery
Required skills
Estate planning, Business succession, Tax optimization, Wealth transfer strategies, Legal document evaluation, Strategic planning, Client consultation, Cross-functional collaboration, Executive presence, Financial analysis
Preferred skills
CFP, CPA, LL.M., Mentoring, Microsoft PowerPoint, Planning software, AI-enabled tools
Technologies
Microsoft PowerPoint, Planning software, Workflow tools, Research platforms, AI-enabled tools
Responsibilities
Collaborate with attorneys, CFPs, and CPAs to create comprehensive plans; Assess client financial circumstances and develop targeted strategies; Lead advisor and client presentations; Engage with outside legal and tax advisors; Evaluate and position planning solutions; Manage workflow and deliver high-quality analyses.
Seniority
Senior Director, hands-on IC with strategic guidance
