UHNW Family Business Owner Advisor

Gamma Phi Omega International; Washington (District of Columbia); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Benefits package

Job summary

Truist's Center for Family Legacy in Washington, DC, seeks a seasoned advisor to guide ultra-high-net-worth business owners through succession, ownership transitions, and liquidity planning. You will coordinate with Wealth, Banking, and Investment teams to craft integrated strategies that align family wealth, tax planning, and legacy goals.

The role emphasizes thought leadership, client education, and strategic revenue opportunities from advisory engagements tied to transition events.

Qualifications

• Bachelor's degree or equivalent education and related training.
• Juris Doctor (JD) required.
• 10+ years of experience in estate planning, wealth transfer planning, tax planning, or related advisory disciplines.
• Experience advising ultra-high-net-worth business owners and multigenerational families on ownership transition options.
• Strong knowledge of estate planning, wealth transfer strategies, and related tax considerations.

Responsibilities

• Serve as a dedicated advisor to ultra-high-net-worth business owners evaluating succession and liquidity planning opportunities.
• Identify objectives across personal, family, financial, business, and legacy factors shaping ownership decisions.
• Advise on strategic alternatives including ESOPs, buyouts, and recapitalizations.
• Collaborate with Wealth, Trust, Investments, Tax, and Banking teams to deliver integrated recommendations.
• Educate clients and teammates on business owner advisory and transition planning.

Skills

Estate planning

Wealth transfer planning

Tax planning

Business succession planning

Advisory experience

Relationship management

Communication

Presentation skills

Business development

Client advisory experience

Education

Bachelor's degree

Juris Doctor (JD)

LL.M. in Taxation

Job description

Truist's Center for Family Legacy in Washington, DC, seeks a seasoned advisor to guide ultra-high-net-worth business owners through succession, ownership transitions, and liquidity planning. You will coordinate with Wealth, Banking, and Investment teams to craft integrated strategies that align family wealth, tax planning, and legacy goals.

The role emphasizes thought leadership, client education, and strategic revenue opportunities from advisory engagements tied to transition events.