Key Private Bank Family Wealth Senior Fiduciary Advisor
Core
Senior Fiduciary Advisor providing proactive trust, estate, tax, and wealth planning advice to Ultra High Net Worth (UHNW) clients ($25MM+), managing fiduciary risk, and coordinating integrated family office experiences.
Role type
Senior IC Private Bank Family Wealth Fiduciary Advisor
Builds
Comprehensive wealth plans, trust structures, and integrated family office solutions for UHNW clients
Domain
Private Banking / Wealth Management / Estate & Trust Law
Required skills
Complex fiduciary account administration, Trust instrument interpretation, Estate planning strategies, Federal and state tax regulations, Estate settlements management, Integrated wealth strategy delivery, Regulatory compliance, Multi-generational wealth transfer planning
Preferred skills
JD, LLM (Tax or Estate Planning), CPA, CFP®, CTFA®, Advanced education in law/accounting/finance
Technologies
Microsoft Office, Wealth management platforms
Responsibilities
Provide fiduciary, estate, and tax advice to UHNW clients; Interpret and oversee governing documents and trust structures; Lead development of comprehensive wealth plans; Manage fiduciary, legal, and reputational risk; Develop multi-generational understanding of family dynamics; Identify estate and tax planning opportunities; Partner with Family Wealth teams to grow revenue; Support onboarding of new UHNW fiduciary relationships; Maintain centers-of-influence relationships with external advisors.
Seniority
Senior, hands-on IC