The Wealth Strategist role is designed to provide leverage to our senior estate planning professionals while gaining exposure to complex, multi-entity structures and advanced wealth transfer techniques for clients with taxable estates.
This position blends technical analysis, coordination, and client engagement. The ideal candidate is technically strong, detail-oriented, and eager to grow into a senior strategic role within a collaborative, high-performance environment.
Responsibilities:
● Analyze estate planning documents and prepare comprehensive summaries for advisors and clients.
● Track and administer complex wealth transfer strategies, including GRATs, IDGT sales, SLATs, promissory notes, and intra-family loans.
● Prepare exemption calculations and transfer tax modeling analyses.
● Coordinate drafting and execution of estate planning documents with clients’ outside counsel.
● Prepare client meeting materials, planning illustrations, and internal planning memoranda.
● Participate in client meetings and provide planning updates to advisors.
● Independently manage lower-complexity estate planning engagements under supervision.
● Maintain transaction tracking systems to ensure timely execution and follow-up.
● Support process improvement initiatives and contribute to internal planning best practices.
Qualifications & Experience:
● J.D. required; active bar membership preferred.
● 3–6 years of estate planning experience at a law firm, family office, or trust company.
● Strong knowledge of federal estate, gift, and generation-skipping transfer tax rules.
● Experience with advanced planning strategies (GRATs, IDGTs, SLATs, sales to defective trusts) preferred.
● Excellent analytical, organizational, and document review skills.
● Strong written and verbal communication abilities.
● Ability to manage multiple transactions simultaneously with attention to detail.
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We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
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