Overview

Multi-billion AUM Multi-Family Office is seeking a Wealth Strategist, JD, to provide complex estate and tax planning to domestic and international ultra-high net worth clientele (50M+ level).

Highlights

• Advise $50M+ ultra-high-net-worth families on sophisticated estate, tax, and multigenerational wealth planning strategies.
• High-impact role within a multi-billion-dollar Multi-Family Office, partnering directly with the Founder as well as Relationship Managers on complex client relationships.
• Opportunity to move beyond traditional legal/accounting work into a strategic advisory role with direct, ongoing client relationships.
• $400,000 first year compensation including significant base salary performance based bonuses, and revenue share opportunities. Clear track to equity.

  
  

  Requirements
  

• JD required
• Knowledge of cross-border estate and tax planning strategies a plus