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Managing Partner, Estate Planning – UHNW (West Coast)

1 month, 2 weeks 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 25

Description

  • Lead and grow the Regis estate planning practice, setting the technical standard, philosophy, and quality bar.
  • Build, lead, and mentor an elite team of UHNW-focused estate planning strategists.
  • Serve as the firm's senior-most technical authority on estate planning matters.
  • Design and implement advanced estate plans for Regis families with complex, multi-generational wealth.
  • Partner with senior wealth advisors, tax strategists, and Regis leadership to integrate estate planning with broader financial plans.
  • Own and deepen relationships with a select portfolio of Regis families, often with balance sheets exceeding $100M.
  • Collaborate with outside attorneys, CPAs, trustees, and family office consultants to coordinate planning outcomes.
  • Lead prospective client development, industry conference participation, and thought leadership initiatives.
  • Partner with Regis leadership on practice development, talent strategy, and operational improvements.

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.
  • 20+ years of legal experience in estate planning.
  • Majority of experience advising clients with balance sheets of $50M or greater; significant experience with $100M+ families required.
  • Demonstrated track record of building and leading high-performing estate planning teams.
  • Deep technical mastery of federal transfer tax law, trust and estate administration, and advanced wealth transfer planning techniques.
  • Experience advising on business succession, liquidity events (IPOs, M&A exits, ESOP transactions), and closely held business interests.
  • Prior leadership experience at an AmLaw 100/200 firm, nationally recognized estate planning boutique, multi-family office, or equivalent private wealth platform.
  • ACTEC Fellowship strongly preferred.
  • AV Preeminent® Martindale-Hubbell rating preferred.
  • Comfort and credibility operating within a regulated RIA structure and team-based financial advisory environment.
  • Ability to travel up to 20%.

Benefits

  • Base pay range of $255,000 to $300,000 USD.
  • Eligible 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 and Kaiser options in California.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous PTO for vacation and sick days.
  • Paid parental leave (8 weeks) and family medical leave.
  • 401(k) retirement plan with Traditional, Roth, and after-tax options, plus employer match.
  • Employee assistance program, adoption assistance, concierge services, and pet insurance.

Interested in this position?

Apply directly on the company website

Apply Now

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