Wealth Strategist. JD

Leah Yosef International; New York (NY); On-site; USD 360,000 - 440,000; Full time

Job summary

Leah Yosef International is seeking a Wealth Strategist with a JD to advise domestic and international ultra-high-net-worth clients on complex estate and tax planning. The role sits within a multi-family office, offering a high-impact platform and direct collaboration with the Founder and Relationship Managers.

Initial compensation is $400,000 in the first year, with a strong base, performance bonuses, and revenue sharing opportunities, plus a clear path to equity.

Qualifications

• JD required.
• Knowledge of cross-border estate and tax planning strategies a plus.

Responsibilities

• Advise on sophisticated estate, tax, and multigenerational wealth planning strategies for 50M+ families.
• Partner with Founder and Relationship Managers on complex client relationships.
• Move beyond traditional legal work into strategic advisory with ongoing client engagement.

Skills

Estate planning

Tax planning

Client advisory

Education

JD

Job description

Multi-billion AUM Multi-Family Office is seeking a Wealth Strategist, JD, to provide complex estate and tax planning to domestic and international ultra-high net worth clientele (50M+ level).

Highlights

• Advise $50M+ ultra-high-net-worth families on sophisticated estate, tax, and multigenerational wealth planning strategies.
• High-impact role within a multi-billion-dollar Multi-Family Office, partnering directly with the Founder as well as Relationship Managers on complex client relationships.
• Opportunity to move beyond traditional legal/accounting work into a strategic advisory role with direct, ongoing client relationships.
• $400,000 first year compensation including significant base salary performance based bonuses, and revenue share opportunities. Clear track to equity.

Requirements

• JD required
• Knowledge of cross-border estate and tax planning strategies a plus