Global Wealth Planning Lead, Estate & Trust

Dalio Family Office; Westport (CT); Hybrid; USD 360,000 - 600,000; Full time

Benefits offered by this job

100% company paid medical premiums

Hybrid work environment

Generous PTO

Job summary

Dalio Family Office is seeking a Manager, Wealth Planning Advisor to lead complex estate, trust, and wealth-transfer planning for ultra-high-net-worth families. You will design analyses, draft plans, and coordinate with internal Pillars and external advisors to move initiatives forward with precision.

The role emphasizes cross-border planning, residency and situs analysis, and alignment with investment and philanthropic considerations. A JD is required; an LL.M.

Qualifications

• Strong drafting, analytical, and organizational skills with high attention to detail and discretion.
• Ability to manage multiple workstreams and coordinate effectively across internal teams and external advisors.

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; cross-border considerations.
• Global & Cross-Border Planning: residency, situs, multi-jurisdictional trust/entity matters; coordinate inputs with Tax, Legal, Finance, and advisors.
• Stakeholder & Advisor Interface: participate in working sessions; ensure alignment and follow-through; provide continuity.
• Apply a legal, tax, and regulatory lens to estate and trust structures across jurisdictions; flag issues for senior review.

Skills

Drafting

Analytical

Organizational

Multi-stream coordination

Education

J.D.

LL.M. in Taxation or Estate Planning (preferred)

Job description

Dalio Family Office is seeking a Manager, Wealth Planning Advisor to lead complex estate, trust, and wealth-transfer planning for ultra-high-net-worth families. You will design analyses, draft plans, and coordinate with internal Pillars and external advisors to move initiatives forward with precision.

The role emphasizes cross-border planning, residency and situs analysis, and alignment with investment and philanthropic considerations. A JD is required; an LL.M.