Estate Planning, JD
Estate Planning, JD
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Established Chicago Single-Family Office seeks JD/Estate Planner to serve as primary point of contact for UHNW clients and manage the client relationships
- Serve as the Lead Advisor for select family members while mentoring and developing junior team members to ensure the highest level of client service
- This person will be the subject matter expert regarding Estate Planning in addition to planning for income tax trust wealth transfer investment advisory etc.
- Requires 10-15 years of law firm or law firm/in house estate and/or wealth planning experience
- Requires a J.D. and current or prior law firm experience
- Excellent work/life balance including hybrid work environment and a strong career track within the firm
Employment Type
Full Time
