UHNW Family Wealth Strategist — Estate & Tax Lead (Remote)
Beacon Pointe
Newport Beach, CA
- Remote job
Beacon Pointe in Newport Beach is looking for a Senior Family Wealth Strategist who will provide expert wealth planning solutions for ultra-high-net-worth (UHNW) clients. The ideal candidate will have a J.D. and a minimum of 10 years' experience in tax and estate planning, particularly with clients worth $30M or more. Responsibilities include leading client engagements, assessing financial documents, and educating heirs in family governance. The position allows for hybrid or remote work arrangements. #J-18808-Ljbffr Beacon Pointe
Vacancy posted 4 days ago
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