Estate Planning, JD

Chicago, IL - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

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

Established Chicago Single-Family Office seeks JD/Estate Planner to serve as primary point of contact for UHNW clients and manage the client relationshipsServe as the Lead Advisor for select family members while mentoring and developing junior team members to ensure the highest level of client servi...