Title: Wealth Strategist, Vice President Job Responsibilities: - Act as a senior subject matter expert assisting high net worth clients from an income, trust, estate, and tax planning perspective. - Advise individuals and families on wealth transmission, including tax-efficient estate planning structures, sophisticated...
External Product Specialists DIVISION Asset & Wealth Management YOUR... IMPACT The company is seeking a Vice President to join its Family Office, with a focus on developing innovative wealth planning strategies and providing family office services. The role is designed...
Title: Wealth Strategist, Vice President Job Responsibilities: - Serve as a senior subject matter expert in assisting high net worth clients from an income, trust and estate, and tax planning perspective. - Advise individuals and families on all aspects of wealth transmission, including...
documentation for project-based and asset-based loans made to REITS,... center companies, and financial sponsors and asset managers. This includes credit... agreements, guarantees, mortgages/deeds of trust, leases, SNDAs, insurance documents, and security documents, as well as providing related regulatory compliance advice....
Title: Senior Wealth Strategist Job Responsibilities: The Senior Wealth Strategist is responsible for managing and preparing Ultra High Net Worth (UHNW) financial and estate plans. Utilizing their strong technical planning expertise, the strategist enhances client retention, drives positive client outcomes, and significantly...
the candidate will engage with a proficient team comprising CPAs, engineers, and tax law experts. The primary role involves managing and executing cost segregation, performing fixed asset reviews, and overseeing IRC... Section 179D projects for clients. The daily responsibilities include...
will be responsible for developing the vision, strategies, and action plans to grow the company's TCIA Practice. Key responsibilities include managing and executing cost segregation, fixed asset review, and overseeing IRC... Section 179D projects for clients. Daily tasks involve sep...