Estate Planning Partner – UHNW

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee client relationships alongside senior wealth advisors, acting as the internal estate planning strategic partner and subject matter expert for Regis families.

• Sustain and expand a portfolio of Regis clients, particularly families with balance sheets often exceeding $100M.

• Direct a specialized team of estate strategists focused on ultra-high-net-worth clients and operational support specialists to ensure exceptional client outcomes.

• Collaborate with in-house interdisciplinary experts and external advisors to incorporate advanced estate planning strategies into broader financial frameworks.

• Facilitate new client acquisition through meetings with prospective clients, participation in industry conferences, and the creation of thought leadership content and publications.

• Work with Regis leadership to enhance and expand the service and operational model, technology infrastructure, and organizational design.

• Create and execute comprehensive estate plans utilizing advanced wealth transfer strategies, including irrevocable and revocable trusts, wills, powers of attorney, healthcare directives, and funding-related documentation.

• Conduct multi-generational planning discussions that encompass family governance, heir education, trustee selection, and succession design for closely held businesses.

• Provide guidance on complex estate, gift, and generation-skipping transfer tax strategies, while identifying planning opportunities and legislative risks.

• Develop and implement intricate Family Limited Liability Companies (FLLCs) and other business structures, covering formation, entity selection, succession planning, buy/sell agreements, and business tax strategies.

• Offer advice on trust administration, trust modification and decanting strategies, as well as navigation of trustee/beneficiary conflicts.

• Prepare and review deeds, real property transfer documents, and federal and state estate and gift tax returns.

⛳️ Requirements

• Juris Doctor (J.D.) from an accredited law school.

• Licensed to practice law in at least one state.

• 15+ years of legal experience in estate planning, primarily with clients holding balance sheets of $25M or more.

• Significant experience working with families valued at $100M or more is essential.

• Extensive technical expertise in federal transfer tax law, trust and estate administration, and advanced wealth transfer planning techniques.

• Proficiency in interpreting and clearly communicating complex estate planning subjects to wealth management teams and clients.

• Experience in advising on business succession, liquidity events such as IPOs, mergers and acquisitions, and the estate planning implications of closely held business interests.

• Previous experience in a private wealth department at an AmLaw 100/200 firm or a nationally recognized estate planning boutique.

• Comfort in a team-oriented financial advisory setting and within a regulated Registered Investment Advisor (RIA) environment.

• Prior experience in a family office, wealth management firm, or multi-family office is a valuable asset.

• Availability Monday through Friday, from 8 AM to 5 PM, with occasional early or late hours required.

• Ability to lift no more than 10 lbs.

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance.

• Company Paid Short-Term and Long-Term Disability Insurance.

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance.

• Three Cigna medical plan options, including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California.

• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care.

• 14 Company Paid Holidays, including a full week off during Thanksgiving.

• Generous paid time off program for vacations and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits utilizing company-paid Short-Term Disability, any supplemental Short-Term Disability, plus Parental Leave (8 weeks) to allow for recovery, bonding with the baby, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones, addressing the spectrum of caring needs for aging parents, young children, and life’s challenges.

• 401(k) Retirement Plan with both Traditional and Roth options, including matching contributions per pay period and an after-tax option.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing.

• Basic technology needs will be provided to meet the requirements of the position.