Managing Director & Family Office Fellow

POSITION SUMMARY

As a key member of the Family Office Services Team, the Managing Director & Family Office Fellow is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information.  Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Managing Director & Family Office Fellow also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates.

DUTIES AND RESPONSIBILITIES :

Produces and performs review of complex client estate and wealth planning deliverables

• Reviews estate flowcharts and prepares / reviews other complex estate planning technical deliverables.
• Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities.
• Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives / observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan.
• Reviews, analyzes and summarizes sophisticated estate planning documents.
• Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs.
• Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables.
• Anticipates client questions.

Serves as an estate planning technical resource to the Managing Directors in preparing for client meeting and in attending meetings

Serves as a technical resource for and to the firm

Performs other duties as assigned

QUALIFICATIONS

and / or CPWA

and 10 years relevant experience in estate and tax planning and / or fiduciary and trust planning and administration.

WORKING CONDITIONS