Chief Wealth Transfer Architect for UHNW Families

Moneta; Chicago (IL); On-site; USD 300,000 - 550,000; Full time

Job summary

Moneta is seeking a Managing Director of Wealth Transfer Strategy to lead advanced estate and wealth transfer planning for UHNW clients nationwide. You will interpret complex documents, advise on gift and GST strategies, and guide business succession from a wealth perspective.

As a senior thought leader, you will mentor the wealth strategy team, collaborate with advisors and attorneys, and contribute to thought leadership and education across the firm.

Qualifications

• JD from an accredited law school; LLM in Taxation preferred.
• Licensed to practice law in the United States (though not providing legal representation).
• Minimum of 10 years of experience in estate planning, with substantial drafting experience (e.g., IDITs, BDITs, SLATs, grantor trusts, GST planning).
• Proven track record advising UHNW clients, families, or family offices on sophisticated wealth transfer strategies.
• Experience with business succession planning from a wealth and family planning perspective.
• Strong analytical and problem-solving abilities, with a track record of building structured, scalable, and logic-driven models.
• Excellent communication skills with the ability to distill complex analyses into understandable narratives for non-technical stakeholders.
• Collaborative approach to working across multiple office locations and with outside advisors.

Responsibilities

• Engage directly with UHNW clients nationwide to understand goals and deliver customized estate and wealth transfer strategies.
• Review, interpret, and summarize complex estate planning documents with clear recommendations for client consideration with legal counsel.
• Advise on wealth transfer approaches including gift, estate, GST, and philanthropic planning.
• Guide business owners on succession planning from a wealth and family continuity perspective.
• Collaborate with partners, senior advisors, and tax professionals to embed estate and succession planning into comprehensive wealth plans.
• Educate and mentor internal financial advisors on complex wealth transfer concepts and legislative changes.

Skills

Estate planning

Wealth transfer

GST planning

Business succession

Client advisory

Public speaking

Analytical thinking

Education

Juris Doctor (JD)

LLM in Taxation

Job description

Moneta is seeking a Managing Director of Wealth Transfer Strategy to lead advanced estate and wealth transfer planning for UHNW clients nationwide. You will interpret complex documents, advise on gift and GST strategies, and guide business succession from a wealth perspective.

As a senior thought leader, you will mentor the wealth strategy team, collaborate with advisors and attorneys, and contribute to thought leadership and education across the firm.