Founding Estate Planning Partner

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🕒 February 5

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White Tiger Connections Inc.

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2019

🤝 B2B

💸 Finance

🎯 Recruiter

B2B • Finance • Recruitment

White Tiger Connections Inc. is a boutique advisory firm that guides accounting and wealth-management leaders through growth, succession, mergers & acquisitions, and exit planning. The company provides M&A advisory and business brokerage, executive recruitment and talent acquisition, valuations, profit and margin optimization, and revenue growth and channel-relationship services. Its primary clients are public accounting firms (range $250K–$50M revenue) and wealth-management firms such as RIAs ($500M–$50B AUM) and multi-family offices seeking strategic acquisitions, cross-selling opportunities, and improved firm valuation.

📋 Description

• Lead the development and execution of estate planning and tax-compliance services within an RIA or broker-dealer platform • Advise high-net-worth and ultra-high-net-worth clients on complex estate planning strategies • Collaborate with wealth advisors, tax professionals, and firm leadership to deliver integrated client solution • Establish best practices, workflows, and compliance standards for estate planning services • Serve as the senior client-facing authority for estate planning engagements • Recruit, mentor, and manage additional estate planning or tax professionals as the practice scales • Drive growth and adoption of estate planning services across the firm’s existing client base

🎯 Requirements

• Juris Doctor (JD) required • Minimum of 12 years of experience in estate planning, trust and estate law, and related tax matters • Extensive experience advising high-net-worth clients • Strong leadership presence with the ability to build and lead a practice area • Entrepreneurial mindset and readiness to operate as a founding partner • High degree of professionalism, discretion, and client trust • Preferred Credentials: CFP, Series licenses, MBA, CPA, and other relevant professional certifications

🏖️ Benefits

• Compensation & Partnership Structure • Conservative base salary • Highly performance-driven bonus structure • Meaningful equity participation tied to growth, adoption, and long-term success of the estate planning practice within the broader platform