Managing Partner, Estate Planning – UHNW

The role

You will lead and grow the Regis estate planning practice by building and mentoring an elite team of strategists. You will serve as the firm's senior technical authority on estate planning and design advanced plans for ultra-high net worth families.

What you will do

• Lead and grow the Regis estate planning practice.
• Build, lead, and mentor an elite team of UHNW-focused estate planning strategists.
• Serve as the firm's senior-most technical authority on estate planning.
• Design and implement comprehensive, advanced estate plans for Regis families.
• Partner with senior wealth advisors, tax strategists, and Regis leadership.
• Own and deepen relationships with a select portfolio of Regis families.
• Collaborate with clients' outside advisors including attorneys, CPAs, and trustees.
• Lead and represent Regis in prospective client development and industry conferences.
• Partner with Regis leadership on practice development and talent strategy.

Required qualifications

• Juris Doctor (J.D.) from an accredited law school
• Licensed to practice law in at least one state
• 20+ years of legal experience in estate planning
• Majority of experience advising clients with balance sheets of $50M or greater
• Significant experience with $100M+ families
• Track record of building and leading high-performing estate planning teams
• Deep technical mastery of federal transfer tax law, trust and estate administration, and advanced wealth transfer planning techniques
• Ability to design and implement sophisticated multi-generational estate plans
• Experience advising on business succession, liquidity events, and closely held business interests
• Prior leadership experience at an AmLaw 100/200 firm, nationally recognized estate planning boutique, multi-family office, or equivalent private wealth platform
• Comfort and credibility operating within a regulated RIA structure
• Ability to travel up to 20%

Nice to have

• LL.M. in Taxation or Estate Planning
• ACTEC Fellowship
• AV Preeminent® Martindale-Hubbell rating

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. It is an independent fiduciary ranked #1 RIA Firm in the nation by Barron’s for two consecutive years.