Estate Planning Partner – UHNW

🕒 August 4

🇺🇸 United States – Remote

⏰ Full Time

🟠 Senior

🔴 Lead

🪙 Affiliate Manager

👻 Ghost score 10%

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Lead client relationships alongside senior wealth advisors and serve as the in-house estate planning strategic partner and subject matter expert to Regis families. • Maintain and grow a book of Regis clients, families with balance sheets that often exceed +$100M. • Manage a select team of UHNW-focused estate strategists and operational support specialists to drive excellent client outcomes. • Partner with in-house interdisciplinary experts and clients’ outside advisors to integrate advanced estate planning strategies within broader financial plans. • Support new client development through prospective client meetings, industry conferences, and thought leadership content and publications. • Partner with Regis leadership to improve and grow the service and operating model, technology stack, and talent or organizational design. • Design and implement comprehensive estate plans using advanced wealth transfer techniques, irrevocable and revocable trusts, wills, powers of attorney, healthcare directives, and funding-related documents. • Lead multi-generational planning conversations involving family governance, heir education, trustee selection, and succession design for closely held businesses. • Advise on complex estate, gift, and generation-skipping transfer tax strategies; identify planning windows and legislative risk. • Design and implement complex FLLCs and other business structures, including formation, entity selection, succession planning, buy/sell agreements, and business tax planning. • Advise on trust administration, trust modification and decanting strategies, and trustee/beneficiary conflict navigation. • Prepare and review deeds, real property transfer documents, and federal and state estate and gift tax returns.

🎯 Requirements

• Juris Doctor (J.D.) from an accredited law school. • Licensed to practice law in at least one state. • 15+ years of legal experience in estate planning, with most experience advising clients with balance sheets of $25M or greater. • Meaningful experience with $100M+ families required. • Deep technical mastery of federal transfer tax law, trust and estate administration, and advanced wealth transfer planning techniques. • Ability to interpret and clearly convey complex estate planning topics to wealth management teams and clients. • Experience advising on business succession, liquidity events such as IPOs, M&A exits, and ESOP transactions, and estate planning implications of closely held business interests. • Prior experience in a private wealth department at an AmLaw 100/200 firm or nationally recognized estate planning boutique. • Comfort operating in a team-based financial advisory environment and regulated RIA structure. • Prior family office, wealth management firm, or multi-family office experience is a differentiating asset. • Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours. • No heavy lifting over 10 lbs.

🏖️ Benefits

• Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays including a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing • Basic technology needs will be provided to satisfy position requirements.