Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Deliver the firm's wealth planning resources to clients... and prospective clients. - Assist clients in client-facing advocate for the Wealth Strategy Engagement Model and... Bank. - Provide unbiased, customized wealth planning guidance based on......
Firm Seeks Experienced Trusts & Estates Paralegal The law firm of **Members Only** is seeking an experienced Trusts & Estates Paralegal to join our team. This is a great opportunity to work in a boutique law firm specializing in trusts...
of a team of problem solvers to address complex business issues from strategy to execution. The role involves providing advisory services to high net worth individuals and private wealth management structures, focusing on... audit, tax compliance, and planning to enhance...
Title: Counsel – Tax, Trusts & Estates / Business Owner Advisory Job Responsibilities: - Estate Planning for Families: - Design and implement advanced strategies using various trust structures such as revocable and irrevocable trusts, IDGTs, SLATs, GRATs, CRTs, dynasty trusts, and non-grantor...
law firm in Short Hills, New Jersey, is actively seeking an accomplished Trusts and Estates Attorney with an independently developed client portfolio. This opening presents a unique opportunity for a legal professional who thrives on advising high-net-worth individuals, family offices,...