UHNW Estate Planning Partner — Regis Family Office Lead
Merceradvisors
Mercer Advisors is seeking an exceptional Estate Planning Partner - Regis to lead as a strategic advisor and subject matter expert for our Regis families. You will guide engagements with senior wealth advisors, oversee a team of UHNW estate specialists, and drive sophisticated estate planning across irrevocable and revocable trusts, gifting, and tax strategies. This hybrid role prioritizes applicants in California’s major markets and requires the gravitas and judgment expected by UHNW clients. #J-18808-Ljbffr Merceradvisors
Vacancy posted 1 day ago
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