Director, Estate & Wealth Consultant – UHNW

**About this role**

**About this role**

We are seeking a Director, Estate & Wealth Consultant to deliver sophisticated estate, tax, and wealth structuring expertise across our most complex advisor engagements.

This is an advisor-facing, strategic role that combines deep technical expertise with commercial impact—partnering with top advisors to enhance client outcomes, deepen relationships, and drive growth across UHNW portfolios.

**Key responsibilities**

**A** **dvisory & structuring**

+ Lead complex estate and wealth planning engagements, including multi-generational wealth transfer, business succession, charitable giving, IPO/liquidity events, and executive compensation planning

+ Deliver tax-aware, integrated solutions that align portfolio design with estate structures

**Coverage & commercial enablement**

+ Serve as a subject matter expert across UHNW advisors, CIOs, and home offices

+ Support...

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