Manager, Wealth Planning Advisor

dforeferrals; Westport (CT); Hybrid; USD 180,000 - 280,000; Full time

Benefits offered by this job

Company paid medical premiums

Hybrid work environment

Generous PTO

Job summary

Dalio Family Office seeks a Manager, Wealth Planning Advisor to design and execute estate, trust, and wealth-transfer planning for its global family of UHNW clients. The role provides technical analysis, drafting support, and cross-border coordination under the Head of Global Strategy & Planning.

The ideal candidate brings extensive experience in estate and trust planning, strong drafting skills, and a track record coordinating with external advisors across jurisdictions.

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.
• Global/cross-border planning experience is a key requirement, including exposure to residency, situs, and multi-jurisdictional trust matters.

Responsibilities

• Support design and execution of multi-generational estate, gift, and wealth-transfer strategies.
• Draft technical analyses, planning memos, and structural options.
• Coordinate with internal Pillars and external advisors to advance planning initiatives.
• Assist with cross-border residency, citizenship, mobility, and situs analyses.

Skills

Drafting

Analytical thinking

Organizational skills

Discretion

Multitasking

Cross-team coordination

Education

J.D. or LL.M. in Taxation/Estate Planning

Job description

Manager, Wealth Planning Advisor

Dalio Family Office

Dalio Family Office Overview: The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO's culture is built around meaningful work and meaningful relationships and the family's commitment to giving back. The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi.

Position Summary: The Manager, Wealth Planning Advisor sits within Global & Strategic Planning (GSP) and supports the design and execution of estate, trust, and wealth-transfer planning for the Dalio Family Office globally. The role provides technical analysis, drafting support, and coordination that turns planning strategy into well-documented, executable structures. The purpose of the role is to serve as a strong wealth planning advisor who advances planning workstreams day to day - preparing analyses, supporting trust and entity structuring, and coordinating with internal Pillars and external advisors - under the direction of Head of Global Strategy & Planning. Success in the role means planning matters move forward with technical rigor and minimal re-work, documentation cleanly reflects the intended plan, and cross-border and trust structures are analyzed and sequenced with sound, detail-oriented judgment.

Day-to-day responsibilities would include a combination of the following:

Wealth Planning Support

• Support the design and refinement of multi-generational estate, gift, and wealth-transfer strategies under the direction of senior GSP leadership.
• Prepare technical analyses, planning memos, and structural options that frame choices and tradeoffs for review.
• Track planning decisions and ensure follow-through from design to executed structure.

Trust Planning & Structuring

• Support the structuring of new trusts and the modification or migration of existing trusts, including cross-border considerations.
• Draft and review planning documents in coordination with external counsel, ensuring accuracy and consistency with the intended plan.
• Help ensure trust planning is integrated with investment, income-tax, and philanthropic considerations.

Global & Cross-Border Planning

• Support estate and structural planning for cross-border matters.
• Assist with residency, citizenship, mobility, and situs analyses as they affect estate, trust, and transfer-tax planning.
• Coordinate U.S. and non-U.S. legal and tax inputs into clear, decision-ready materials.

Cross-Pillar Coordination & Execution

• Coordinate day to day with Tax, Legal, Finance, and external advisors to advance planning initiatives.
• Maintain initiative documentation: objectives, scope, dependencies, decision points, and status.
• Help ensure initiatives produce the intended outcome without turning GSP into a routine execution team.

Technical Rigor & Risk Awareness

• Apply a careful legal, tax, and regulatory lens to estate and trust structures across jurisdictions.
• Flag novel or higher-risk issues for senior review and support "case of first impression" analysis.
• Monitor legislative and regulatory developments relevant to estate, gift, and transfer-tax planning.

Stakeholder & Advisor Interface

• Participate in working sessions with external advisors and internal leaders, ensuring alignment and clean follow-through.
• Provide continuity and institutional context across multi-year matters.

Additional duties as assigned.

• Additional duties as assigned.

Illustrative Benefits:

• 100% company paid medical premiums
• 17 company paid holidays
• Friday summer hours
• Monthly community happy hours
• Hybrid work environment
• Free catered food services for in-office days
• Generous PTO offering
• Casual dress code
• 150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
• Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!

The ideal candidate will possess the following knowledge, skills, attributes, and values:

• 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.

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, ideally within a private client / trusts & estates practice, single family office, financial institution, or other UHNW advisory setting.
• Strong technical grounding in U.S. estate, gift, and generation-skipping transfer tax, trust law, and entity structuring.
• Global / cross-border planning experience is a key requirement, including exposure to residency, situs, and multi-jurisdictional trust and entity matters.
• Experience working within a family office o