Global Wealth & Estate Planning Lead

DFO Referrals; Westport (CT); Hybrid; USD 360,000 - 600,000; Full time

Benefits offered by this job

100% company paid medical premiums

Hybrid work environment

Gym reimbursement

Generous PTO offering

401(k) match up to $15k

Free catered food services for in‑al‑o

Job summary

The Dalio Family Office seeks a Manager, Wealth Planning Advisor to lead and support estate, trust, and wealth-transfer planning for UHNW families globally. You will produce analyses, draft structures, and coordinate with internal Pillars and external counsel to move planning workstreams forward with rigor.

You will design multi-generational strategies, review planning documents, and ensure alignment with investment, tax, and philanthropic considerations while addressing cross-border

Qualifications

• D. required; LL.M. in Taxation or Estate Planning or equivalent experience preferred.
• At least 7 years of estate, trust, and wealth-transfer planning experience in private client / UHNW settings.
• Global / cross-border planning experience is a key requirement, including residency, situs, and multi-jurisdictional matters.

Responsibilities

• Wealth Planning Support: design and refine multi-generational estate, gift, and wealth-transfer strategies.
• Trust Planning & Structuring: draft and review planning documents with external counsel; ensure alignment with plan.
• Global & Cross-Border Planning: analyze residency, situs, and cross-border issues; coordinate with internal and external advisors.
• Stakeholder & Advisor Interface: participate in sessions with external advisors and internal leaders; ensure continuity across multi-year matters.

Skills

Drafting

Analytical thinking

Organizational skills

Cross-border coordination

Education

LL.M. in Taxation or Estate Planning

Juris Doctor / equivalent experience

Job description

The Dalio Family Office seeks a Manager, Wealth Planning Advisor to lead and support estate, trust, and wealth-transfer planning for UHNW families globally. You will produce analyses, draft structures, and coordinate with internal Pillars and external counsel to move planning workstreams forward with rigor.

You will design multi-generational strategies, review planning documents, and ensure alignment with investment, tax, and philanthropic considerations while addressing cross-border