Outstanding family office is seeking to add a top tier Trusts and
Estates Advisor, someone who can work with high net worth families on trusts, IRAs, investment management accounts, foundation and partnerships, showcasing guidance in investment strategies, supported by a trust administrator on day to day transaction activities. Work with the team to administer proper execution of families' wishes, overseeing assets and monitoring cash flow activities, ensuring protocol is being followed and adhered to. Adept at working with HNW individuals, client relationships are a high priority and work on generational wealth strategies.