Serve as a subject matter expert supporting advisors on complex estate planning scenarios
Participate in select client meetings to elevate advisor credibility and client experience
Translate sophisticated planning strategies into clear, client-friendly narratives
Enable advisors to differentiate their value proposition through advanced planning insights
Provide second-opinion reviews and stress-testing of estate structures (e.g., trusts, GRATs, SLATs, IDGTs, family LLCs)
Design customized frameworks for wealth transfer, asset protection, philanthropy, and multi-generational governance
Align estate strategies with liquidity events, concentrated positions, business transitions, and private investments
Collaborate with external attorneys, CPAs, trust companies, and fiduciary partners
Review planning documents (non-legal) for strategic consistency and alignment
Act as the central integrator across legal, tax, trust, and wealth management disciplines
Partner cross-functionally with internal Solutions verticals (Trustee Services, Wealth Design, Tax & Accounting, Business Owner Solutions)
Serve as escalation point for advanced planning inquiries and advisor requests
Contribute to internal playbooks, advisor training, and thought leadership content
Partner with Marketing to enhance advisor-facing education and positioning

15+ years of experience in advanced estate planning, wealth transfer strategy, or trust & estates
JD or LLM in Taxation or similar advanced credential required
Deep expertise in estate structures, wealth transfer vehicles, and UHNW client planning needs
Demonstrated ability to partner with financial advisors in a non-competitive, advisory capacity
Strong executive presence with the ability to build trust and credibility with advisors and clients
Exceptional communication skills with the ability to simplify complex technical concepts
Proven ability to operate cross-functionally and influence without direct authority
High level of discretion, judgment, and client-first mindset
JD with estate planning specialization (preferred)
CPA with estate and tax expertise (preferred)
CPWA designation (preferred)
Experience within a multifamily office, UHNW private bank, RIA, or trust company (preferred)
Background in transitioning from technical (legal/tax) to strategic advisory role (preferred)

Managing Director, Estate & Wealth Planning

Key skills