Elite Estate Planning & Wealth Transfer Partner (Hybrid)
Gould & Ratner LLP
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Job summary
Gould & Ratner LLP in Denver seeks an experienced Estate Planning & Wealth Transfer Partner to lead sophisticated tax and wealth transfer matters for closely held businesses and high-net-worth families. Flexible hybrid work arrangement available, with opportunities to expand client relationships and drive the Firm’s succession planning initiatives.
The ideal candidate has portable book of business and a track record of leadership in wealth transfer, estate planning, and related income tax
Qualifications
- Significant experience advising high net-worth individuals and families on tax-efficient ownership structures.
- Experience leading family-entity formations and multi-generational wealth transfer techniques.
- Proven ability to serve as a business advisor and build lasting client relationships.
Responsibilities
- Lead estate planning and wealth transfer strategies for high-net-worth clients.
- Guide business succession planning for family enterprises.
- Develop client relationships and pursue new business opportunities.
- Collaborate with cross-functional Tax and Wealth Transfer Practice Group to deliver client solutions.
Skills
Education
Job description
Gould & Ratner LLP in Denver seeks an experienced Estate Planning & Wealth Transfer Partner to lead sophisticated tax and wealth transfer matters for closely held businesses and high-net-worth families. Flexible hybrid work arrangement available, with opportunities to expand client relationships and drive the Firm’s succession planning initiatives.
The ideal candidate has portable book of business and a track record of leadership in wealth transfer, estate planning, and related income tax
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