Vacancy Description
About this role
About this role
We are seeking a Director, Estate & Wealth Consultant to deliver sophisticated estate, tax, and wealth structuring expertise across our most complex advisor engagements.
This is a n advisor -facing, strategic role that combines deep technical expertise with commercial impact—partnering with top advisors to enhance client outcomes, deepen relationships, and drive growth across UHNW portfolios.
Key responsibilities
A dvisory & structuring
+ Lead complex estate and wealth planning engagements, including multi-generational wealth transfer, business succession, charitable giving, IPO/liquidity events, and executive compensation planning
+ Deliver tax-aware, integrated solutions that align portfolio design with estate structures
Coverage & commercial enablement
+ Serve as a subject matter expert across UHNW advisors, CI...
About this role
We are seeking a Director, Estate & Wealth Consultant to deliver sophisticated estate, tax, and wealth structuring expertise across our most complex advisor engagements.
This is a n advisor -facing, strategic role that combines deep technical expertise with commercial impact—partnering with top advisors to enhance client outcomes, deepen relationships, and drive growth across UHNW portfolios.
Key responsibilities
A dvisory & structuring
+ Lead complex estate and wealth planning engagements, including multi-generational wealth transfer, business succession, charitable giving, IPO/liquidity events, and executive compensation planning
+ Deliver tax-aware, integrated solutions that align portfolio design with estate structures
Coverage & commercial enablement
+ Serve as a subject matter expert across UHNW advisors, CI...
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