Generational Wealth Strategist

Corient; Portland (ME); On-site; USD 180,000 - 240,000; Full time

Job summary

Corient, a global multi-family office and wealth manager, seeks an experienced estate planning attorney to serve ultra-high-net-worth clients with sophisticated wealth transfer and tax planning strategies.

You will partner with Wealth Advisors, lead planning discussions, optimize trusts, and guide generational wealth transfer, asset protection and charitable planning, while mentoring junior planners and contributing to thought leadership.

Qualifications

• Minimum 5 years of law firm practice in estate planning.
• Experience advising families with $10M+ investable assets.
• Deep expertise in tax planning and multigenerational wealth transfer strategies.
• Experience collaborating with estate attorneys and CPAs.

Responsibilities

• Serve as subject matter expert for complex estate planning and wealth transfer for UHNW clients.
• Lead planning discussions on estate planning, trust structures, asset protection and charitable planning.
• Partner with Wealth Advisors to support complex client relationships.
• Coach and mentor junior planners and contribute to thought leadership.

Skills

Estate planning

Wealth transfer

Tax planning

Client advisory

Multigenerational wealth

Communication

Collaboration

Presentation skills

Education

Juris Doctor (JD)

Bachelor's degree

CPA

CFP/CPWA/CTFA

Tools

Vanilla

NumberCruncher

eMoney

Holistiplan

Job description

Corient, a global multi-family office and wealth manager, seeks an experienced estate planning attorney to serve ultra-high-net-worth clients with sophisticated wealth transfer and tax planning strategies.

You will partner with Wealth Advisors, lead planning discussions, optimize trusts, and guide generational wealth transfer, asset protection and charitable planning, while mentoring junior planners and contributing to thought leadership.