Elite Wealth Transfer Architect

Corient; Boston (MA); On-site; USD 200,000 - 250,000; Full time

Job summary

Corient, the world’s largest multi-family office, seeks an experienced estate planning attorney to serve as a subject matter expert for complex planning and wealth transfer for UHNW clients. You will lead discussions on estate planning, trust optimization, governance, and business succession, collaborating with Wealth Advisors to advance client relationships.

The role requires a JD with at least 5 years in estate planning, plus strong tax and wealth transfer expertise.

Qualifications

• Minimum of 5 years of law firm practice in estate planning.
• Significant experience advising families with $10M+ in investable assets.
• Deep expertise in tax planning, estate planning, and multigenerational wealth transfer strategies.
• Experience collaborating with estate attorneys, CPAs, and other external professional advisors.
• Proficiency with estate planning, financial planning, and tax projection software; Vanilla, NumberCruncher; eMoney, Holistiplan, etc.
• Strong interpersonal skills and demonstrated ability to thrive in a fast-paced, team-based, collaborative environment.
• Not just a proficient technician. Experience presenting to clients in a competent, confident, persuasive, and empathetic manner.
• Strong organizational skills, ability to manage multiple priorities, commitment to accuracy, service-minded approach, and meticulous attention to detail.

Responsibilities

• Serve as the team’s subject matter expert for complex estate planning and wealth transfer matters impacting HNW and UHNW clients.
• Identify estate, tax, trust, and wealth transfer opportunities for review with clients, Wealth Advisors, and clients’ external legal and tax advisors.
• Coach and counsel Wealth Advisors on estate planning and wealth transfer strategies via formal training or as part of client relationship reviews.
• Become a subject matter expert, staying current on planning issues, communicating updates to staff, and contributing content to the Firm’s thought leadership.
• Contribute to the Firm’s strategic direction of its wealth planning service offering.
• Mentor planners and help drive their development

Skills

Estate planning

Wealth transfer

Tax planning

Client communication

Collaboration

Presentation skills

Attention to detail

Team collaboration

Education

Juris Doctor (JD) required

CPA/CFP/CPWA/CTFA valued

Tools

Vanilla

NumberCruncher

eMoney

Holistiplan

Job description

Corient, the world’s largest multi-family office, seeks an experienced estate planning attorney to serve as a subject matter expert for complex planning and wealth transfer for UHNW clients. You will lead discussions on estate planning, trust optimization, governance, and business succession, collaborating with Wealth Advisors to advance client relationships.

The role requires a JD with at least 5 years in estate planning, plus strong tax and wealth transfer expertise.