Senior Estate Planning – UHNW Families – Senior Associate / Partner level candidates
ECG ResourcesAbout the role
Senior Estate Planning – UHNW Families – Senior Associate / Partner level candidates
This firm is seeking a highly experienced estate planning professional to design and deliver advanced wealth transfer, estate, and business succession strategies for ultra-high-net-worth (UHNW) families and family offices nationwide. In this senior role, this senior advisor will serve as a subject matter expert—reviewing complex planning structures, advising on multi-generational strategies, and collaborating closely with clients, advisors, and attorneys to build customized solutions that align with each family’s long-term goals and legacy.
Key Responsibilities
- Advise UHNW clients on sophisticated estate, gift, GST, and philanthropic planning strategies
- Review, interpret, and summarize trust documents, operating agreements, and related planning materials
- Integrate estate and succession planning into broader, comprehensive wealth strategies
- Mentor advisory teams and contribute to internal education and thought leadership
- Support business development efforts and help deepen client relationships
Qualifications
- JD required; LLM in Taxation a plus
- 10+ years of advanced estate planning experience, including complex drafting
- Demonstrated experience working with UHNW families or family offices
- Exceptional communication skills with the ability to translate complex concepts clearly
- Collaborative, confident, and effective in client-facing environments
Location
Chicago or St. Louis
Relocation assistance available
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