Hybrid Estate Planning Partner for UHNW Clients
Mercer Advisors
Mercer Advisors is seeking an exceptional Estate Planning Partner - Regis to lead as primary strategic advisor for ultra-high net worth families. You will oversee engagements with senior wealth advisors, guiding complex wealth transfer and trust strategies, including irrevocable trusts, grantor options, and related governance. You will manage a Regis team, coordinate with in-house experts and outside advisors, and drive client outcomes for long-term wealth planning and succession. #J-18808-Ljbffr Mercer Advisors
Vacancy posted 3 days ago
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