Estate Planning Partner – UHNW

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Estate Planning Partner – UHNW based in the United States. This role offers the opportunity to serve as a trusted strategic advisor to ultra-high-net-worth families with complex, multi-generational wealth. You will lead sophisticated estate planning engagements, shaping strategies that protect, preserve, and transfer significant family assets. Working alongside senior wealth advisors and interdisciplinary experts, you will provide high-impact guidance across estate, tax, and succession planning. The position combines technical expertise, relationship leadership, and the ability to influence long-term client outcomes. You will oversee complex planning initiatives while contributing to the continued evolution of a premier wealth management platform. This is an opportunity for an experienced estate planning professional to operate at the highest level of private wealth advisory services.