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Estate Planning Partner – UHNW (West Coast)

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 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 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 contributions.
  • Help improve and grow the Regis platform, including service model, operating model, technology stack, and organizational design.
  • Design and implement comprehensive estate plans using advanced wealth transfer techniques and related documents.
  • Lead multigenerational planning conversations on family 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, real 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, with most experience advising clients with $25M+ balance sheets; 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.
  • Availability during standard business hours Monday through Friday, 8 AM to 5 PM, with occasional early or late hours as needed.

Benefits

  • Base pay range of $212,500 to $250,000 USD.
  • Eligibility for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA with company contributions for eligible HDHP plans.
  • 14 company-paid holidays, including a full week off at Thanksgiving, plus generous vacation and sick PTO.
  • Paid parental leave of 8 weeks, plus maternity support through company-paid STD and supplemental STD.
  • 401(k) retirement plan with Traditional and Roth options, employer match, and after-tax contribution option.

Interested in this position?

Apply directly on the company website

Apply Now

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