Trust & Estates Director

Job Description

Job Description

We are looking for a Trust & Estates Director to join our wealth management team. In this role, you will lead philanthropic planning and giving strategies for ultra-affluent clients, helping them achieve their charitable goals while aligning with their financial objectives. This position requires exceptional expertise in estate planning, tax strategies, and wealth management to deliver impactful solutions and provide high-level guidance.

Responsibilities :

• Lead the development and execution of comprehensive philanthropic plans tailored to individual client needs and visions.
• Build and nurture strong, detail-focused relationships with clients while delivering high-quality consulting services.
• Collaborate with internal teams, firm partners, and external advisors to create and implement strategies for charitable giving, entity structuring, and wealth transfer.
• Provide training and mentorship to team members, enhancing their ability to identify and act on philanthropic opportunities.
• Develop and manage project budgets, allocate resources effectively, and oversee the progress of philanthropy engagements.
• Evaluate the outcomes and effectiveness of charitable contributions, ensuring alignment with clients’ objectives.
• Partner with firm leadership to establish and implement best practices for philanthropic planning and client services.
• Contribute to recruitment efforts and assist in building a skilled and knowledgeable team.
• Maintain expertise in tax implications, estate planning, and succession strategies to inform client solutions.
• Active licensure as an attorney with a strong background in trust and estate law.
• Comprehensive understanding of tax implications related to wealth management and charitable giving.
• Expertise in philanthropic planning, including charitable remainder trusts and related strategies.
• Strong skills in briefing and legal document preparation.
• Demonstrated ability to collaborate with a multidisciplinary team to address complex client needs.
• Excellent communication and interpersonal skills for managing client relationships.
• Proficiency in developing and implementing wealth transfer and succession plans.