Managing Partner, Estate Planning – UHNW

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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 and grow the Regis estate planning practice, setting its technical standard, practice philosophy, and quality bar • Build, lead, and mentor an elite team of UHNW-focused estate planning strategists • Serve as the firm's senior-most technical authority on estate planning and personally engage on complex, high-stakes client situations • Design and implement advanced estate plans for Regis families using sophisticated wealth transfer strategies • Partner with senior wealth advisors, tax strategists, and Regis leadership to integrate estate planning into broader financial plans • Own and deepen relationships with a select portfolio of Regis families, often with balance sheets exceeding $100M • Collaborate with clients' outside attorneys, CPAs, trustees, and family office consultants • Represent Regis in prospective client development, industry conferences, and thought leadership initiatives • Partner with Regis leadership on practice development, talent strategy, and operational improvements

🎯 Requirements

• Juris Doctor (J.D.) from an accredited law school • Licensed to practice law in at least one state • 20+ years of legal experience in estate planning, mostly advising clients with balance sheets of $50M or greater • Significant experience with $100M+ families required • Track record of building and leading high-performing estate planning teams in wealth management, family office, or private wealth legal environments • Deep technical mastery of federal transfer tax law, trust and estate administration, and advanced wealth transfer planning techniques • Experience designing and implementing sophisticated multi-generational estate plans across entities, jurisdictions, and family dynamics • Experience advising on business succession, liquidity events (IPOs, M&A exits, ESOP transactions), and closely held business interests • Prior leadership experience at an AmLaw 100/200 firm, nationally recognized estate planning boutique, multi-family office, or equivalent private wealth platform • LL.M. in Taxation or Estate Planning strongly preferred • ACTEC Fellowship strongly preferred • AV Preeminent® Martindale-Hubbell rating preferred • Comfort and credibility operating within a regulated RIA structure and team-based financial advisory environment • Ability to travel up to 20% • Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours

🏖️ 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) • Adoption Assistance Reimbursement Program • Company Paid Concierge Services • 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing • Basic technology provided for position requirements • Incentive compensation eligibility