Managing Partner, Estate Planning for UHNW Families
Mercer Advisors
Mercer Advisors seeks an exceptional Managing Partner, Estate Planning - Regis to lead and expand our UHNW estate planning practice. This senior role directs an elite team of strategists, serving as the firm’s top technical authority on estate planning and coordinating with senior wealth advisors to deliver integrated, sophisticated plans.
You will guide multi-generational strategies across entities and jurisdictions, manage complex client engagements, and drive practice development within a
#J-18808-LjbffrVacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Managing Partner, Estate Planning for UHNW Families in United States vacancy
$300k
...Advisors has been helping families amplify and simplify... ...integrating financial planning, investment management, business management, tax, estate, insurance, and more,... ...exceptional Managing Partner, Estate Planning - Regis... ...to lead and grow our UHNW-focused estate...SuggestedTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
San Francisco, CA14 days ago- Goldman Sachs’ Private Wealth Management arm seeks a Vice President to lead wealth planning capabilities for UHNW clients and family offices. You will partner with Private Wealth Advisors to build complex analyses of net worth, liquidity, transfers, and trade-offs. Based...SuggestedWork at office
$85k - $270k
YOUR IMPACTAs a Family Office Advisor, you will be... ...comprehensive financial planning and strategic guidance... ...Wealth Management, Goldman Sachs helps empower... ...preparation and planning, estate planning and wealth transfer... ...Advisory: Partner with clients to craft...SuggestedFull timeTemporary workPart timeWork at office- ...-established St. Louis single family office ($5B-plus in assets, 20... ...Investment Officer as part of a planned leadership transition. A... ...SEC oversight. The organization manages in excess of $5 billion in assets... ...-range tax planning, gift and estate structuring, and compliance....SuggestedFull timeWork at office
Andsimple
Saint Louis, MO3 days ago - A premier family office based in Chicago is seeking an exceptional Executive... ...optimizing scheduling, managing estates, overseeing financial administration, and planning global travel. Ideal candidates... ...a dynamic and engaging work atmosphere. #J-18808-Ljbffr State PartnersSuggestedWork at office
- ...offers individuals and families personalized,... ...sophisticated investment management, capital markets, trusts & estates, and banking... ...for our succession planning, advice and trust services... ...relationships and partner on new fiduciary... ...growing and managing an UHNW client-focused...
$150k - $250k
...banking, securities, investment management and wealth management services.... .... The Ultra-High Net Worth (UHNW) resources group (branded as Family Office Resources or “FOR”) is within... ...issues, including strategic estate & financial planning, philanthropy management, family...Temporary workWork at officeLocal areaWorldwide- ...seeking an experienced Executive Estate Manager to serve as the operational... ...for a prominent executive family in the southern Nashville area... ...family calendar management Travel planning and logistics coordination... ..., business owners, VIPs, UHNW individuals, or prominent families...Full timeWork at officeLocal areaMonday to FridayNight shift
CV Bridge
Nashville, TN3 days ago - Goldman Sachs is seeking a Vice President for Family Office Reporting & Advisory based in New... ...consolidated reporting platforms, managing vendor relationships, and overseeing a reporting... ...management operations, particularly with UHNW clients. Join Goldman Sachs to enhance...Work at office
$185k - $225k
...Principal / Senior Tax Manager – Ultra High Net Worth (UHNW) Fort Worth, TX |... ...worth individuals, family offices, and... ...entrepreneurs, trusts, estates, and closely held... ...sophisticated tax planning and compliance matters... ...portfolio while partnering closely with firm leadership...For contractorsPrivate practiceWork at officeImmediate startRemote workBancroft Staffing Partners
Fort Worth, TX23 days ago- ...Firm Description Chilton Trust ("CTC") is a private wealth management firm launched in 2010 by Richard L. Chilton Jr. CTC offers... ...of separate portfolio accounts, tax advice, trust and estate planning and family office services. CTC has offices in Charlotte, Connecticut...Work at office
Chilton Trust
Florida, NY3 days ago - Saint Dominic's Family Services seeks an Assistant Vice President of Case Planning and Family Services to lead and coordinate Enhanced Family Foster Care functions... ...permanency work, and regulatory compliance. The role partners with senior leadership to drive program outcomes...
$175k - $200k
...Job Description The Windfall is partnering with a Private Family Office located in Midtown Manhattan,... ...skilled and experienced candidate to manage the office, the day to day of their lives... ...notes, etc.) Travel & Logistics Plan and coordinate travel for the principal...Seasonal workWork at officeMonday to FridayWeekend workAfternoon shiftThe Windfall
New York, NY20 days ago- ...securities, investment management and wealth... ...Office (“OCIO”) group partners with Morgan... ..., Defined Benefit plans, Endowments, Foundations... ...Ultra-High Net-Worth, Family Offices, etc.) of... ...for OCIO’s UHNW and Single Family... ...in tax, trust, and estate planning is highly...Temporary workWork at officeWorldwide
$142.2k - $189.7k
...opportunity for a National VP, Estate Settlement in our... ...all estate, trust, and planned gift administration... ...settlement activities.Leads and manages the performance of the... ...an estate or bequest.Partners with Finance to ensure... ...of the job level and family. Qualifications...Full timeWork at officeLocal areaRemote workNight shift2 days per week3 days per week$100k - $150k
...Advisors?For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...deliver on our Purpose—To help businesses, families, and individuals become more aware,... ...fast, high-quality services in probate, estate planning, and beyond. What you will be... ...employees and impact staff retention. Manage employee relations initiatives such as...Weekly payWork at office
$135k - $230k
...services. This Tax Senior Manager role will be based out... ...tax engagements, from planning to completion, to... ..., fiduciary, gift and estate and other tax returns,... ...cultureCollaborating with partners and senior leadership... ...partnership status, familial status, affectional or...Full timeLocal area- ...Monk Law Group seeks a Personal Assistant to assist management in our busy law practice. The Personal Assistant will... ...tasks as assigned. Monk Law Group practices primarily in family law, criminal defense, estate planning, elder law, and personal injury. The firm provides a...Work at officeMonday to Friday
Monk Law Group, PLLC
Lakeland, FL20 hours ago - ...a pivotal moment. Vanguard’s UHNW business is evolving—rethinking... ...specialized team of Relationship Managers and Executives managing multi-... ...at the highest tier.• Partner with senior leaders across Business Development, Wealth Planning, AWM Support & Operations, and...Full timeShift work
- ...Chief Medical Officer UPMC Family Hospice Position Summary... .... UPMC Family Hospice partners closely with UPMC hospitals,... ...annual budgeting and resource planning for the medical department.... ...staffing models and utilization management. Required Qualifications...Work at office
- ...Bank Commercial Real Estate ("CRE") Group team will... ...worth individuals, their family offices, and their... ...Estate Solutions. Partner with U.S. Lending Advisors... ...of wealth management including investment management... ...trusts and financial planning Ability to work in...
JPMorgan Chase & Co.
New York, NY20 days ago $201.81k - $382.6k
...High Net Worth Tax Managing Director Are you looking to... ...business owners, affluent families and family offices, estates and trusts in managing, preserving... ...and gift tax, succession planning, valuation and... ...the most entrepreneurial partners in our field. What you...Private practiceRemote workBaker Tilly
San Diego, CA14 hours ago$125k - $150k
...advisory & private wealth management company based in... ...within the workplace, family, and community service... ...career EA & right-hand partner that operates at the top... ...financial planning and wealth management... ...manage their wealth and estates, and he helps businesses...Full timeTemporary workSummer workLocal areaImmediate startFlexible hours- ...securities, investment management and wealth... ...Office (“OCIO”) group partners with Morgan... ..., Defined Benefit plans, Endowments, Foundations... ...Ultra-High Net-Worth, Family Offices, etc.) of... ...for OCIO’s UHNW and Single Family... ...in tax, trust, and estate planning is highly...Full timeTemporary workWork at officeWorldwide
Morgan Stanley
New York, NY19 days ago $120k
...Job Title: Executive Estate Manager Location: Bee Cave, TX 78738 Employment Type: Full-Time... ..., and comfortable working in a private family environment Strong organizational skills... ...higher‑level coordination, vendors, and planning. Above all, you make the home feel easier...Full timeLive inImmediate startWork from homeMonday to FridayFlexible hoursAfternoon shiftWeekday worksageHaus LLC Defunct
Bee Cave, TX3 days ago$83.2k
...Full- Time Executive House Manager & Family Assistant Location: Los Angeles... ...for a steady, grounded partner to help keep all the moving parts... ...pick-ups/drop-offs Plan activities or outings as well... ...during property transitions Estate-Level Support Ensure all homes...Full timeSummer holidaySeasonal workImmediate startFlexible hoursShift workNight shift- Estate Planning Strategist, Vice PresidentResponsibilities and Skills To work with senior estate... ...STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients -... ...proud to support our employees and their families at every point along their work-life...Temporary work
- Goldman Sachs Family Office (GSFO) seeks a Vice President to guide multigenerational legacy planning and wealth governance for enterprising families. You will coordinate education, governance, and strategic advisory across key inflection points and long-term goals. The...Work at office
- DescriptionThe Global Trusts & Estates Practice is an integral part... ...as a corporate fiduciary for families, it is important that our... ...integrate sophisticated investment management, capital markets, trusts &... ...recognized for our succession planning, advice and trust services....
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Managing Partner, Estate Planning for UHNW Families. Be the first to apply!
Related searches
- restaurant managing partner United States
- creative executive United States
- corporate compliance officer United States
- chief program officer United States
- chief nursing officer United States
- executive chauffeur United States
- personal assistant to ceo United States
- executive engineer United States
- executive pastor United States
- executive director of development United States