Estate Planning Partner, UHNW (San Francisco)

The role

You will serve as a primary strategic advisor and subject matter expert for ultra-high net worth families. You will lead estate planning engagements, manage a team of strategists, and design complex wealth transfer strategies.

What you will do

• Lead client relationships and serve as the in-house estate planning strategic partner for Regis families
• Maintain and grow a book of Regis clients with balance sheets often exceeding $100M
• Manage a team of UHNW-focused estate strategists and operational support specialists
• Partner with interdisciplinary experts to integrate estate planning strategies into financial plans
• Support new client development through meetings, conferences, and thought leadership
• Serve as a partner to Regis leadership to improve service, technology, and organizational design
• Design and implement comprehensive estate plans including various trusts, wills, and powers of attorney
• Lead multi-generational planning conversations regarding family governance and succession design
• Advise on complex estate, gift, and generation-skipping transfer tax strategies
• Design and implement complex FLLCs and other business structures

Required qualifications

• Juris Doctor (J.D.) from an accredited law school
• Licensed to practice law in at least one state
• 15+ years of legal experience in estate planning
• Majority of experience advising clients with balance sheets of $25M or greater
• Meaningful experience with $100M+ families
• Deep technical mastery of federal transfer tax law, trust and estate administration, and advanced wealth transfer planning techniques
• Ability to interpret and convey complex estate planning topics clearly
• Experience advising on business succession, liquidity events, and closely held business interests

Nice to have

• LL.M. in Taxation or Estate Planning
• Prior experience in a private wealth department at an AmLaw 100/200 firm or a nationally recognized estate planning boutique
• Prior experience at a family office, wealth management firm, or multi-family office

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

About the company

Mercer Advisors has been helping families amplify and simplify their financial lives for more than 40 years. They are an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.