UHNW Family Business Owner Advisor

Gamma Phi Omega International; Orlando (FL); On-site; USD 200,000 - 250,000; Full time

Job summary

Truist Financial Corporation in Orlando, FL, seeks a seasoned advisor for the Center for Family Legacy to guide ultra‑high‑net‑worth business owners through ownership transitions, liquidity planning, and strategic wealth decisions.

You will collaborate across Wealth, Credit, Tax and Banking teams, develop integrated solutions, and educate teammates and clients on succession options, ESOPs, buyouts, and legacy objectives.

Qualifications

• Bachelor's degree or equivalent education and related training.
• Juris Doctor (JD).
• Ten or more years of experience in estate planning, wealth transfer planning, tax planning, business succession planning, or related advisory disciplines.
• Demonstrated experience advising business owners, entrepreneurs, and ultra-high-net-worth individuals and multigenerational families, particularly around ownership transition alternatives, including business sales, family succession strategies, ESOPs, recapitalizations, and other liquidity events.
• Strong knowledge of business succession planning, ownership transitions, liquidity events, estate planning, wealth transfer strategies, and related tax considerations.
• Excellent relationship management, communication, presentation, and business development skills.
• Proven ability to collaborate across multiple disciplines and business lines to deliver integrated client solutions.

Responsibilities

• Serve as a dedicated advisor to ultra-high-net-worth business owners and families evaluating business succession, ownership transition, and liquidity planning opportunities.
• Help clients identify and prioritize personal, family, financial, business, and legacy objectives that influence ownership and transition decisions.
• Advise clients on strategic alternatives, including family succession, third-party sales, ESOPs, recapitalizations, and other transition strategies.
• Leverage expertise in estate planning, wealth transfer planning, tax planning, and business succession to help clients evaluate opportunities and tradeoffs.
• Partner with Wealth Advisors and specialists across Wealth, Trust, Investments, Credit, Estate Planning, Tax, Philanthropy, Family Governance, Commercial Banking, and Investment Banking to develop integrated recommendations and solutions.
• Coordinate with clients' external advisors, including attorneys, accountants, valuation professionals, consultants, and other professional advisors, as appropriate.
• Execute Truist's One Team approach by fostering collaboration across Wealth and other lines of business to deliver a coordinated client experience.
• Support acquisition and deepening of ultra-high-net-worth client relationships through specialized expertise, education, and business development activities.
• Educate clients, prospects, and teammates regarding business succession, transition readiness, and the intersection of business planning, wealth planning, tax planning, estate planning, philanthropy, and family legacy planning.
• Develop and strengthen key partnerships across Wealth, Commercial Banking, Corporate & Investment Banking, and other Truist business lines.
• Serve as a public speaker and subject matter expert for internal and external presentations involving business owners, succession planning, ownership transitions, and transition readiness.
• Provide thought leadership through white papers, educational materials, marketing content, and best practices related to business owner advisory and transition planning.
• Drive strategic revenue opportunities arising from business owner advisory engagements and successful transition planning outcomes.

Skills

Relationship management

Communication

Presentation

Business development

Education

Bachelor's degree

Juris Doctor (JD)

LL.M. in Taxation

Job description

Truist Financial Corporation in Orlando, FL, seeks a seasoned advisor for the Center for Family Legacy to guide ultra‑high‑net‑worth business owners through ownership transitions, liquidity planning, and strategic wealth decisions.

You will collaborate across Wealth, Credit, Tax and Banking teams, develop integrated solutions, and educate teammates and clients on succession options, ESOPs, buyouts, and legacy objectives.