UHNW Wealth Planner - Trust & Estate focus

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

A multi-family office serving ultra-high-net-worth families, is seeking a Wealth Planner to lead trust and estate planning for a select group of client families. This role is the firm's in-house planning expert: you will design multi-generational wealth transfer strategies, translate complex legal structures into clear guidance for families, and work alongside client relationship leads, investment professionals, and outside counsel.

The ideal candidate holds both a JD and a CFP or CPA designation OR has a deep technical fluency in trust & estate planning to a client-facing advisory seat.

• 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.

Coordination & Implementation

• Act as quarterback with outside estate attorneys, CPAs, trust companies, and insurance professionals to implement recommendations and keep plans current.
• Review draft documents from outside counsel to confirm they reflect the agreed strategy (this is an advisory role; the firm does not practice law).
• Coordinate funding of trusts and entities with the investment and operations teams.

Broader Planning & Firm Contribution

• Integrate estate planning with income tax, charitable, insurance, liquidity, and business succession planning.
• Stay current on tax law changes and lead internal education for advisors and client service staff.
• Contribute to the firm's planning methodology, templates, and technology (e.g., [eMoney / Holistiplan / Vanilla / Luminary]).

Required Qualifications

• Juris Doctor (JD) from an accredited law school.
• 7+ years of experience in trust and estate planning, whether in a private law practice, multi-family office, private bank, trust company, or wealth management firm serving UHNW clients.
• Expert knowledge of federal estate, gift, and GST tax rules, trust structures, and advanced wealth transfer techniques.
• Working knowledge of income tax, charitable planning, and life insurance as planning tools.
• Proven ability to explain technical concepts in plain language to families, including multiple generations in the same room.
• Strong analytical and modeling skills; comfortable building and pressure-testing projections.
• Exceptional discretion, judgment, and commitment to confidentiality.

Preferred Qualifications

• LL.M. in Taxation or Estate Planning.
• Prior experience practicing as a trusts and estates attorney before moving into an advisory role.
• Experience with closely held business owners, including succession and liquidity event planning.
• Familiarity with family governance frameworks, family meetings, and next-generation education.
• Proficiency with estate planning and visualization software