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Managing Partner, Estate Planning – UHNW

Location
US
Posted
Aug 5, 2026
Last seen
Aug 10, 2026

About the role

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Managing Partner, Estate Planning – UHNW based in United States. This executive-level role offers the opportunity to lead a premier estate planning practice focused on ultra-high-net-worth families with complex, multi-generational wealth. The position serves as the highest technical authority for sophisticated estate planning strategies, combining deep legal expertise with strategic leadership. You will build and mentor a high-performing team while shaping the standards, processes, and vision of an elite advisory practice. Working closely with wealth advisors, tax professionals, and external advisors, you will design integrated solutions that address clients’ most complex financial needs. The role provides significant influence over client outcomes, practice growth, and industry thought leadership initiatives. This is an opportunity for an accomplished estate planning professional to make a lasting impact within a collaborative, fiduciary-focused environment.