BBR Partners · 2 weeks ago
Wealth Strategist, Trust & Estates
New York, NY
Full-time
Hybrid
Senior Level
$250K/yr - $300K/yr
7+ years expBBR Partners has been providing bespoke investment and wealth management advice to high-net-worth individuals and private families since 2000. They are seeking an experienced Estate Planning Attorney to engage directly with UHNW clients, providing expert advice and supporting client teams without the need for document drafting or hourly billing.
BankingFinancial Services
Responsibilities
Engage directly with a sophisticated national and international client base
Foster in-depth discussions on complex estate planning issues in collaboration with internal client coverage teams and external counsel to deliver optimal solutions
Participate in client and prospect meetings, taking on lead role in discussing wealth planning ideas
Engage in internal strategy sessions aimed at converting prospective clients
Serve as a subject matter expert to client coverage teams on complex trust and estate planning matters
Ensure client teams deliver high level and effective advice on trust and estate topics
Review and analyze client estate planning documents alongside client coverage teams. Utilize planning software to provide detailed summaries of estate plans
Partner with internal teams to develop impactful educational materials for clients and prospects
Develop and maintain relationships with external trust and estate attorneys and industry COIs
Work in partnership with our Wealth Strategies Team to maintain and curate a list of preferred providers for firm clients
Represent BBR Partners at estate planning conferences and industry networking events, staying current on and facilitating the adoption of the latest planning techniques
Create and author tailored planning content for an UHNW audience
Collaborate with our internal learning and development team to develop a firm wide knowledge sharing strategy
Educate and mentor internal client advisors on complex estate planning concepts, keeping them informed about new laws, client updates and best practices
Develop internal training sessions and presentations regarding estate planning strategies and ongoing projects
Stay current on developments in technology tools designed to provide more efficient and comprehensive analysis of client estate planning strategies and to provide more effective communication with client families on estate topics
Facilitate adoption and implementation of new tools including application of AI technologies
Qualification
Required
Juris Doctorate with 7+ years of estate planning experience working with UHNW families
Deep knowledge of complex estate planning strategies
Strong communication skills and ability to explain intricate strategies to our client base and internal teams
Proven relationship builder
Problem solving and creative idea generation is highly valued for this role
Preferred
LLM in taxation or CPA is beneficial
Benefits
Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents.
401K plan, Life insurance, and short & long-term disability coverage.
One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings.
Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care.
Personalized development and career growth opportunities.
Volunteer opportunities and matching charitable gift program.
Flexible time off, paid parental leave, and Sabbatical with company tenure.
Hybrid remote work environment, “Work from Anywhere” weeks, and business casual dress.
New office space with a variety of perks and amenities including catered lunches and stocked pantry.
Company
BBR Partners
BBR Partners is an investment banking company that provides wealth management services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brett H. Barth
Co-Founder, Co-Chief Executive Officer & Member of Executive Committee and Investment Committee
Recent News
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