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Estate Planning Partner – UHNW

2 months, 1 week ago
United States
Full-time
Lead
Legal Counsel
Finance and Accounting
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 23

Description

  • Lead client relationships alongside senior wealth advisors as the in-house estate planning strategic partner and subject matter expert for Regis families.
  • Maintain and grow a book of Regis clients, including families with balance sheets often exceeding $100M.
  • Manage a select team of estate strategists and operational support specialists to drive client outcomes.
  • Partner with internal interdisciplinary experts and outside advisors to integrate advanced estate planning strategies into broader financial plans.
  • Support new client development through prospective client meetings, industry conferences, and thought leadership content.
  • Serve as a key partner to Regis leadership on service model, technology stack, talent, and organizational design improvements.
  • Design and implement comprehensive estate plans using advanced wealth transfer techniques and related documents.
  • Lead multi-generational planning conversations on governance, heir education, trustee selection, and business succession.
  • Advise on estate, gift, and GST tax strategies, including planning windows and legislative risk.
  • Prepare and review deeds, property transfer documents, and federal and state estate and gift tax returns.

Requirements

  • Juris Doctor (J.D.) from an accredited law school; LL.M. in Taxation or Estate Planning strongly preferred.
  • Licensed to practice law in at least one state.
  • 15+ years of legal experience in estate planning.
  • Majority of experience advising clients with balance sheets of $25M or greater; meaningful experience with $100M+ families required.
  • Deep technical mastery of federal transfer tax law, trust and estate administration, and advanced wealth transfer planning techniques.
  • Ability to explain complex estate planning topics clearly to wealth management teams and clients.
  • Experience advising on business succession, liquidity events, and closely held business interests.
  • Prior experience in a private wealth department at an AmLaw 100/200 firm or a nationally recognized estate planning boutique.
  • Comfort working in a team-based, financial advisory environment and within a regulated RIA structure.
  • Experience at a family office, wealth management firm, or multi-family office is a differentiating asset.

Benefits

  • Total expected cash compensation of $250,000 to $400,000 USD, including base salary and annual bonus.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage options, including HSA support with company contributions.
  • 14 company-paid holidays, including a full week off at Thanksgiving, plus generous PTO for vacation and sick days.
  • Paid parental leave (8 weeks) and adoption assistance reimbursement.
  • 401(k) retirement plan with Traditional, Roth, and after-tax options plus employer match.
  • Employee assistance program and company-paid concierge services for family and caregiving support.

Interested in this position?

Apply directly on the company website

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