Managing Partner – Estate Planning, UHNW

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

📋 Description

• Spearhead and expand the Regis estate planning practice by establishing its technical standards, practice philosophy, and quality benchmarks.

• Build, lead, and mentor a distinguished team of estate planning strategists focused on ultra-high-net-worth clients.

• Act as the firm's highest technical authority in estate planning, engaging directly in complex client matters.

• Develop and execute sophisticated estate plans for Regis families with intricate, multi-generational wealth transfer strategies.

• Collaborate with senior wealth advisors, tax strategists, and Regis leadership to weave estate planning into clients' overall financial strategies.

• Cultivate and enhance relationships with a select group of Regis families, often managing portfolios exceeding $100 million.

• Work alongside clients’ external attorneys, CPAs, trustees, and family office consultants.

• Represent Regis in prospective client acquisition, industry conferences, and thought leadership endeavors.

• Partner with Regis leadership on practice growth, talent strategy, and operational enhancements.

⛳️ Requirements

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

• Must hold a license to practice law in at least one state.

• Over 20 years of legal experience in estate planning.

• A majority of experience advising clients with assets of $50 million or more.

• Extensive experience with families possessing over $100 million in assets.

• Proven track record in building and leading high-performing estate planning teams.

• In-depth technical expertise in federal transfer tax law, trust and estate administration, and advanced wealth transfer planning.

• Capability to design and implement intricate multi-generational estate plans across various entities, jurisdictions, and family dynamics.

• Experience in advising on business succession, IPOs, M&A transactions, ESOP deals, and closely held business interests.

• Previous leadership role at an AmLaw 100/200 firm, a nationally recognized estate planning boutique, multi-family office, or a comparable private wealth platform.

• Comfort in operating within a regulated RIA framework and a team-oriented financial advisory setting.

• Willingness to travel up to 20% of the time.

• LL.M. in Taxation or Estate Planning, ACTEC Fellowship, and AV Preeminent® rating are highly preferred.

🏝️ 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 plans, 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 expenses.

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

• Generous paid time off program for vacation and sick leave.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits utilizing company paid STD, supplemental STD, and Parental Leave (8 weeks).

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services.

• 401(k) Retirement Plan offering Traditional and Roth options, per-pay-period matching, and after-tax contributions.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee rates.