Goldman Sachs · 5 months ago
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Trust & Estate Planner (Wealth Strategist), Vice President - San Francisco
San Francisco, California, United States
Full-time
Onsite
Mid Level
$85K/yr - $270K/yr
4+ years expGoldman Sachs is a leading global investment banking and investment management firm, and they are seeking a Vice President for their Family Office to develop innovative wealth planning strategies for high net worth clients. The role involves advising on estate planning, tax-efficient structures, and asset protection, while collaborating with various professionals to fulfill clients' financial goals.
BankingFinanceFinancial ServicesVenture Capital
Responsibilities
Act as a subject matter expert in assisting high net worth clients from an income, trust and estate, and tax planning perspective
Provided tailored support to bespoke clients
Advise individuals and families on all aspects of the transition of wealth, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held businesses, pre-transaction planning, charitable giving and the administration and restructuring of trusts
Counsel clients on asset protection techniques and implementation
Interface with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private clients’ wealth planning
Formalize financial goals and put into action a plan to achieve those goals
Presentation of internal educational seminars to Private Wealth Management teams
Qualification
Required
Bachelor's Degree and Juris Doctorate required
4 to 7 years of experience as a practicing attorney in Trust and Estates
Experience working with clients in structuring multi-generational wealth and estate planning strategies
Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including the impact of the Alternative Minimum Tax
Strong estate tax planning expertise
Experience with state and local tax matters for the CA and western states a plus
Familiarity with directed trust structures and fiduciary laws of Delaware or other trust-favored jurisdictions a plus
Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client's wealth planning
Excellent interpersonal skills and a desire to work in a team-oriented environment
Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment
Experience presenting to internal and external audiences
Ability to build consensus and facilitate decision-making among families
Experience in the structuring and management of family office entities is a plus
Ability to work in a fast-paced environment and think clearly under pressure
Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within the first 3 months of employment)
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience.
Company
Goldman Sachs
Goldman Sachs is a multinational financial services firm providing securities, investment banking, and management services.
10001+ employees
H1B Sponsorship
Goldman Sachs has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1954)
2024 (1685)
2023 (2060)
2022 (2326)
2021 (2258)
2020 (1572)
Funding
Current Stage
Public CompanyTotal Funding
$6B2025-04-23Post Ipo Debt· $6B
2012-06-05Post Ipo Equity
1999-05-14IPO
Leadership Team
David M. Solomon
Chair and Chief Executive Officer
John Waldron
President and Chief Operating Officer
Recent News
2026-01-09
BATimes Newspaper
2026-01-08
2026-01-08
Company data provided by crunchbase