Job Details

UHNW Tax Estate Planning Attorney

Company name

Morgan Stanley

Organization Type


Job Type


Valid Through

Nov 27,2019

Posted on

Aug 14,2019

Years of Experience

Min 10 yrs required


Miami, FL, United States

Employment Type



Practice Area
Trusts and Estates >> Trusts and Estates
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UHNW Tax & Estate Planning Attorney
Duties: Helping Private Wealth Advisors (PWAs), and other Financial Advisors (FAs) with UHNW clients, identify appropriate client opportunities for Family Office Resources (FOR). Managing the end-to-end advisor and client experience of FOR Resources. Coordinating comprehensive and integrated planning across teams of FOR specialists, and across Morgan Stanley divisions, to address each client’s unique and evolving needs (e.g., family dynamics; philanthropic and charitable planning; business succession planning; cash flow modeling and liquidity management; estate, gift, and generation skipping tax planning; income tax planning; retirement and educational tax planning; asset protection and risk management; executive compensation and benefits). Working with regional and local branch management to identify and support business development initiatives around UHNW clients and prospects. Proactively engaging and building relationships with advisors and clients who do not engage FOR today, but may benefit from FOR capabilities. Keeping current all client relationship management (CRM) data and dossiers across FOR. Acting as a Morgan Stanley and FOR ambassador by making presentations at various internal and external forums. Participating in client VIP and recruit meetings.

Qualification and Experience

Qualifications: Advanced degrees (e.g., JD Degree) required. Series 7 and 66 required, 24 preferred. 10+ years industry experience. Experience in working with ultra-high net worth individuals with a net worth of 10M or more is required (e.g., SFO or MFO professional; private bank professional; trust, tax & estate attorney or accountant, etc.). Excellent written and verbal communication and presentation skills. Extensive travel required.

Additional info

Job Number: 3133917

Company info

Hiring Coordinator
Morgan Stanley
1111 Brickell Ave
Fl 22
Miami, FL 33131-3112

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