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Years of Experience
Date Last Verified
ProfileManaging Director, Wealth Strategy The candidate will work with families as a subject area expert in estate planning, multi-generational planning, family governance, and trust and fiduciary advice. Should have J.D., LL.M., CPA (at least J.D. or CPA) degree. Must have 7+ years of experience with wealth planning/strategy with HNW/UHNW family clients and estate/multi-generational planning. Trust/Fiduciary knowledge/experience within context of HNW/UHNW is required. Should have deep, multi-generational consultative experience in family advisory including: wealth planning/coordination, family risk management, family governance, stewardship and family education, and trust administration. Tax knowledge is preferred. Family business experience in planning or consulting is desired. Proven business development and/or client relationship management focus is an asset.
Ref. #: 170016115