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Dalio Family Office · 5 hours ago

Estate & Tax Planning Legal Counsel

Westport, CT

Full-time

Hybrid

Senior Level

$300K/yr - $385K/yr

7+ years exp

The Dalio Family Office (DFO) supports the Dalio family in their ventures and philanthropic efforts, and they are seeking an Estate & Tax Planning Legal Counsel. This role involves designing and implementing estate and tax planning strategies, managing a diverse portfolio of planning projects, and collaborating with various internal and external stakeholders.

FinanceFinancial ServicesHedge FundsVenture Capital

No H1B

Responsibilities

Work closely with the Pillar Head to develop and implement sophisticated estate and tax planning strategies for family members, trusts and other related entities

Ensure that each family member has executed estate planning documents that are updated on a regular cadence or more frequently, if needed

Lead the administration of any estate planning strategies, such as annual gifts, GRATs and other wealth transfer techniques, and the administration of any estates, including coordination with Trust pillar, trustees, CPAs, attorneys and financial advisors

Manage the planning needed to incorporate life events, including births and marriages

Liaise with outside counsel and other external advisors to develop and implement a diverse portfolio of estate and tax planning projects, including:

Preparing project charters, managing risk and providing regular status updates to Pillar leadership and stakeholders

Review documents prepared by outside counsel to ensure accuracy and alignment with client goals

Manage budgeting and related spend along with ensuring engagement letters are fully executed in coordination with Legal Pillar

Ensure efficient and effective project management tools and practices are deployed

Support the implementation of strategies

Serve on cross-disciplinary teams for special projects, bridging tax planning, tax compliance, finance and accounting, and other business considerations

Manage library of summaries of significant estate documents, entities or related structures

Monitor changes in relevant laws and regulations; advise internal teams of potential impact and strategic changes needed to respond to changes

Qualification

J.D. from accredited law schoolEstateTax planningTrust lawDrafting complex willsTrustsCross-border planningProject managementClient service mindsetInterpersonal skillsCritical thinkingOrganizational skills

Required

J.D. from an accredited law school and admitted to practice law in one or more states and in good standing

At least 7 years of experience in sophisticated estate and tax planning, including strategy for ultra-high net worth individuals, gained in a law firm and/or related environment

Strong understanding of estate, gift and income tax principles, trust law, and entity structures

Experience drafting complex wills and trusts, preparation of client presentations, tax calculations and analysis and administration of estates from probate through closing

Ability to understand complex legal frameworks, synthesize them for clients and recommend resulting planning strategies

Effective at managing outside counsel, including specialized and highly sophisticated providers

Strong project management experience providing oversight and management of multiple medium-sized projects; critical thinking; strong organizational and prioritization skills

Collaborative and adaptable team player with a client service mindset

Bachelor's Degree