UHNW Estate Planning Partner - Family Office Lead
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Mercer Advisors seeks an exceptional Estate Planning Partner - Regis to serve as a primary strategic advisor, team leader, and subject matter expert for our Regis families. You will lead engagements with senior wealth advisors and manage UHNW clients with sophisticated estate planning needs. This hybrid role emphasizes integrated wealth planning, fiduciary rigor, and coordinating across investments, tax, and estate strategies to deliver exceptional client outcomes. #J-18808-Ljbffr Socket.dev
$250k - $400k
...has been helping families amplify and... ...integrating financial planning, investment... ...management, tax, estate, insurance, and... ...integrated family office offering. We bring... ...exceptional Tax Partner - Regis - to serve as the lead tax advisor,... ...and gravitas that UHNW families expect...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hours$250k - $400k
...has been helping families amplify and... ...integrating financial planning, investment... ...management, tax, estate, insurance, and... ...integrated family office offering. We bring... ...exceptional Tax Partner - Regis - to serve as the lead tax advisor,... ...and gravitas that UHNW families expect...Work at officeTemporary workLocal areaHome officeMonday to FridayFlexible hours- Mercer Advisors seeks an accomplished Tax Partner for Regis, leading tax advisory services for ultra‑high net worth families. You will drive sophisticated planning across investments, estate strategy, and succession, coordinating with wealth advisors to integrate tax with...Suggested
$75k - $125k
...client ratio of 8-12 families per advisor. This ratio... ...businesses provide financial planning, investment management... ..., as well as family offices, foundations and... ...clients and customers, and leading-edge technology, data,... ...and planning, estate planning and wealth transfer...Work at officeFull timeTemporary workPart timeApprenticeshipWork experience placement- RSM, a leading professional services firm, seeks a Federal Tax Partner for Family Office or UHNW clients in San Francisco. You will lead client service, growth, and leadership across the tax line, guiding teams and delivering high‑quality tax solutions. Requirements include...Work at office
- We are the leading provider of professional services... ...like RSM.Affluent families and their family offices face increasingly... ...structures, succession planning, risk, and reporting... ...serves as a trusted partner, supporting families... ...partnership, estate & gift taxation with...Work at officeFull timeLocal area
- ...We are looking for a senior partner success and learning professional... ...solutions at scale. This role leads the enablement strategy and... ...-sales teams. Lead ongoing planning conversations, enablement reviews... ...dives, executive briefings, office hours, train-the-trainer programs...Work at office
- Mercer Advisors is seeking an exceptional Estate Planning Partner - Regis to serve as a primary strategic advisor for ultra-high net worth families. You will lead engagements alongside senior wealth advisors, managing a book of Regis clients with balance sheets often exceeding...
- ...over 3,700 children, youth, and families each year. Our vision is to... ...Overview: The Parent Partner Program works with over 1,000... ...responsible for the following: Planning, Communication, and... ...for Families During regular office hours, during pre-scheduled appointment...Work at officeWork experience placementImmediate startWeekend workAfternoon shift
$250k - $325k
...Property and Construction Lead Job Description Atlas... ...A distinguished family office seeks an exceptional Property... ...of residential estates and high-value construction... ...in architectural plans, construction specifications... ..., ensuring all partners meet the family's exacting...Work at officeFull timeContract workFor contractorsImmediate startRemote work$350k
...Counsel, or Income Partner to join its... ...Clients, Trusts & Estates practice. This position... ...any ArentFox Schiff office location... ...include advising family offices and closely... ...and testamentary planning strategies, and being... ...adapting plan as needed, leading the team to project...Work at officePrivate practiceFlexible hoursShift work- ...: Hybrid (SF & NY). Roles: Family Office Advisors & Financial Planners (Experienced), UHNW. Overview True front‑office... ...re driving strategy on tax planning, financial planning, estate structuring, investments,... ...mindset. Key Responsibilities Lead execution for Family Office...Work at office
- ...IEQ Capital is seeking an experienced family office professional to join a dedicated client... ...team in San Francisco. The Family Office Lead will work closely with the IEQ... ...will coordinate extensively across tax, estate planning, legal, insurance, banking, and operational...Work at office
$167k
...About the roleWe are looking for a Lead Employee Relations Partner to serve as the primary advisor and... ...full-time, regular employeesð Our in-office work policy is designed to keep you... ...non-birthing parentsðª Access to family planning reimbursementð A challenging and fulfilling...Work at officeFull timeLocal areaRemote work$221k - $258k
...its brand. The Events Partner for New Media is a... ...move between strategic planning and ground‑level logistics... ...The role will require in‑office presence from time to... ...excited to: Design and lead a suite of high‑impact... ..., age, marital or family status, disability, veteran...Work at officeContract work- ...Jeff Saccacio, Head of Family Office Services (FOS) Travel... ...respected tax and estate planning leaders, you will help... ...cultivating strategic partners, and expanding a best-... ...Strategy Support and help lead complex trust & estate... ..., private bank, or UHNW wealth platform Strong...Work at office
- RSM US LLP is seeking an experienced Tax Partner in San Francisco, California. This role requires a Bachelor's degree in Accounting with... ...years of public accounting experience. As a Tax Partner, you will lead tax engagements, advise clients on tax matters, and manage...Work at officeFlexible hours
$189k - $221k
...San Francisco or Menlo Park office, you will serve as an escalation... ...situations as you do to leading a complex SaaS integration project... ...diligent and rigorous planning and execution of all IT activitiesBuild... ...identity, age, marital or family status, disability, Veteran...Work at office- ...Advisors is seeking an exceptional Tax Partner for Regis to serve as lead tax advisor and subject-matter expert for ultra-high-net-worth families. You will oversee tax outcomes,... ...wealth advisors, and drive sophisticated planning and compliance across complex international...
- ...Manager with extensive ultra-high-net-worth experience to advise families, family offices, and related entities on complex tax matters. You will lead engagements, coach teams, and shape wealth planning strategies while staying updated on evolving tax laws. The role emphasizes...Work at office
$85k - $270k
Goldman Sachs Group, Inc. is seeking a Family Office Advisor in San Francisco, California, to provide exceptional financial advisory services for ultra-high net worth clients. The role involves managing complex financial strategies and relationships with a select portfolio...Work at office$85k - $270k
...California, to collaborate with Private Wealth Advisors deliver Family Office Solutions to clients. The specialist will work with high net-... ...a Bachelor’s degree, a JD and/or MBA, experience in wealth planning, and strong interpersonal skills. Salary range is $85,000-$27...Work at office- A leading investment firm in San Francisco is seeking experienced Family Office Advisors and Financial Planners. In this role, you will drive the strategy on tax and financial planning for ultra-high-net-worth clients. The ideal candidates will have experience with clientele...Work at office
$204k - $260k
...Compensation Programs Lead to own and drive our core... ...tooling that power our planning processes. You will... ...closely with People Business Partners and Finance to ensure... ...AI is reshaping job families, and evolving incentive... ...having employees working in-office to foster a...Work at office3 days per week- ...Employees must live within a commutable distance of one the listed offices (Los Angeles or San Francisco, CA, Seattle, WA, Denver, CO... ...-edge tools to solve meaningful problems. As the Anthropic Partner Solution Lead, you’ll partner with cross-functional teams, including...Work at officeTemporary workLocal area
- ...seeking candidates for an apprenticeship path in the Private Family Office located in San Francisco, CA. Analysts and associates will receive... ...advisors. The role focuses on comprehensive financial planning, investment and tax services for ultra-high-net-worth families...Work at officeApprenticeship
- Goldman Sachs is seeking an experienced Family Office Advisor in San Francisco. This role demands extensive experience in providing financial planning and advisory services for ultra-high net worth clients. Responsibilities include managing client relationships, preparing...Work at office
$165k - $210k
...to help the West Coast office achieve its ambitious... ...(but not limited to) estate planning, charitable giving, and... ...monitoring new investments and leading initial meetings in... ...(e.g., endowment / family office portfolio... ...Benefits and Compensation Partners Capital is committed...Work at officeTemporary workLocal areaFlexible hours$197.3k
General Information Job Title Lead, Product Management &... ...development from research and planning to execution. You'll contribute... ...at all levels and with multi-office/region teamsWorking Location and... ...most important to you and your family.Bain pays 100% individual employee...Work at officePermanent employmentFull timeLocal areaHome office3 days per week$185k - $285k
...NeoCloud & Colo Due Diligence Lead will evaluate third-party infrastructure... ...than greenfield site master planning, civil development, and... ...insurance for you and your family, with employer contributions to... ...multiple paid coordinated company office closures throughout the year...Work at officeLocal areaRemote workFlexible hours
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