Wealth Strategist

Wealth Strategist/Trust Counsel opportunity in New York with premier wealth management firm to advise HNW/UHNW clients on estate planning and wealth transfer.

• Advise clients on estate and wealth transfer strategies in collaboration with relationship teams and external advisors


• Serve as expert on estate, gift, and income tax law changes and their impact on client plans


• Represent the firm through thought leadership and community involvement in professional groups


• Provide guidance on trust administration matters and discretionary distributions


• Review trust documents and engage with outside counsel on trust accountings, terminations, and estate matters


• JD required with 10+ years' trust administration and wealth planning experience in law firm or professional environment