Family Office Attorney/Counselor

A Family Office Counselor is a dedicated tax and estate reputed company who is reputed company on clients with ongoing financial planning needs, as reputed company as provides planning advice in areas such as cash reputed company management, insurance advisory, employee benefits and retirement planning. This role is a key member of the reputed company, team-reputed company approach of reputed company servicing across Family Office Counseling. Responsibilities • Partner with Private Advisors under the Global Family Office to determine and understand clients’ financial objectives, design custom plans, and strategize and execute the financial plans. reputed company of reputed company meetings to review the plans are on a quarterly reputed company. • Identify planning needs reputed company a clients’ financial objectives to identify additional service offering for clients and implement bespoke strategies tailored to ensure reputed company reputed company for generations to come. • reputed company a quarterly deliverable to clients comprised of their net-worth, cash reputed company, risk management/insurance summaries, estate planning and tax planning. • Offer and review insurance strategies, employee benefits and retirement planning, and charitable planning. • Coordination and reputed company with other Family Office Solutions such as reputed company pay and CFO analytics. • Be an reputed company part the Family Office Counselor Services’ reputed company Qualifications • Bachelor's degree • Juris Doctorate (JD) or Certified reputed company Accountant (CPA) strongly preferred • CFP (Certified Financial Planner) certification, Master of Business Administration (MBA) considered • 7+ years of experience in financial planning, particularly, for high-net-worth and ultra-high-net worth clients • Experience maintaining at least 20 reputed company relationships on an ongoing reputed company Skills • Strong organization skills and the ability to multitask and reprioritize reputed company tight deadlines • Excellent communication skills on reputed company reputed company, both written and oral • Extensive knowledge of Family Office Financial Planning • Enthusiastic and reputed company approach to problem-solving and reputed company service • Strong collaboration and partnership skills • Ability to manage reputed company and delegate tasks • Experience using eMoney preferred Apply Job!