UHNW Wealth & Estate Planner Lead

JCW Group; New York (NY); Sur place; USD 180 000 - 320 000; Plein temps

Résumé du poste

JCW Group, a premier multi-family office, seeks a Wealth Planner to lead trust and estate planning for UHNW client families. You will design multi-generational wealth transfer strategies and translate complex structures into clear guidance for families, working with client relationships, investment professionals, and outside counsel.

The ideal candidate holds a JD and a CFP or CPA designation OR has deep technical fluency in trust & estate planning for a client-facing advisory role, with 7+

Qualifications

• JD from an accredited law school.
• 7+ years of experience in trust and estate planning.
• Expert knowledge of federal estate, gift, and GST tax rules.
• Able to explain complex legal/financial concepts in plain language.

Responsabilités

• Analyze each family's existing estate plan, trust documents, entity structures, and beneficiary designations to identify gaps, risks, and opportunities.
• Design and model wealth transfer strategies.
• Model estate tax exposure and the impact of gifting, lifetime exemption use, and GST allocation under current and proposed tax law.
• Prepare estate flow charts and plan summaries that make complex structures clear to clients and their heirs.
• Serve as the lead planning voice in client meetings alongside the Relationship Manager, presenting recommendations and guiding families through decisions.
• Facilitate multi-generational conversations on legacy, family governance, and preparing the next generation for inherited wealth.
• Advise on trustee selection, trust administration, and fiduciary responsibilities.
• Act as quarterback with outside estate attorneys, CPAs, trust companies, and insurance professionals to implement recommendations and keep plans current.

Connaissances

Estate planning expertise

Client communication

Financial modeling

Tax knowledge

Formation

Juris Doctor (JD)

CFP designation

CPA designation

LL.M. in Taxation or Estate Planning

Outils

eMoney

Holistiplan

Vanilla

Luminary

Description du poste

JCW Group, a premier multi-family office, seeks a Wealth Planner to lead trust and estate planning for UHNW client families. You will design multi-generational wealth transfer strategies and translate complex structures into clear guidance for families, working with client relationships, investment professionals, and outside counsel.

The ideal candidate holds a JD and a CFP or CPA designation OR has deep technical fluency in trust & estate planning for a client-facing advisory role, with 7+