Senior Estate Planning – UHNW Families – Senior Associate Partner level candidates

Chicago, IL - USA

Monthly Salary: Not Disclosed

Posted on: 19 hours ago

Vacancies: 1 Vacancy

Job Summary

Senior Estate Planning UHNW Families Senior Associate / Partner level candidates
This firm is seeking a highly experienced estate planning professional to design and deliver advanced wealth transfer estate and business succession strategies for ultra-high-net-worth (UHNW) families and family offices this senior role this senior advisor will serve as a subject matter expertreviewing complex planning structures advising on multi-generational strategies and collaborating closely with clients advisors and attorneys to build customized solutions that align with each familys long-term goals and legacy.

Key Responsibilities

Advise UHNW clients on sophisticated estate gift GST and philanthropic planning strategies
Review interpret and summarize trust documents operating agreements and related planning materials
Integrate estate and succession planning into broader comprehensive wealth strategies
Mentor advisory teams and contribute to internal education and thought leadership
Support business development efforts and help deepen client relationships

Qualifications

JD required; LLM in Taxation a plus
10 years of advanced estate planning experience including complex drafting
Demonstrated experience working with UHNW families or family offices
Exceptional communication skills with the ability to translate complex concepts clearly
Collaborative confident and effective in client-facing environments

Location
Chicago or St. Louis
Relocation assistance available

Required Experience:

Senior IC

Senior Estate Planning UHNW Families Senior Associate / Partner level candidates This firm is seeking a highly experienced estate planning professional to design and deliver advanced wealth transfer estate and business succession strategies for ultra-high-net-worth (UHNW) families and family offic...