What are the responsibilities and job description for the Vice President position at Crow Holdings?
Crow Holdings is a leading real estate investment and development firm founded in 1948 and based in Dallas, Texas. With 20 offices across the U.S., Crow Holdings' local, on-the-ground presence amplifies its hands-on capabilities across a broad range of investment strategies, product types, and ventures in partnership with institutional investors. Crow Holdings has $30 billion in assets under management, one of the largest multifamily and industrial development platforms in the nation, investments across the energy sector including solar and battery storage projects, and a broad, diversified investment portfolio, pursuing compelling investment opportunities to capitalize on evolving, secular growth potential. For 75 years, Crow Holdings' success has been rooted in its founding principles of partnership, collaboration, and alignment of interests. For more information, please visit : www.crowholdings.com.
Crow Holdings provides multiple generations of a high-net-worth family with various business and personal services, including legal, tax, trust, estate, investment, accounting, and reporting.
Position Summary
The Vice President, Estate Planning and Trust Administration will work under the general supervision of the Director of Estate Planning and Trust Administration. This position will assist in all phases of developing, implementing, and administering the Crow family's trust and estate matters. Crow Holdings seeks a seasoned professional with the desire to operate in a high volume, multi-disciplinary position.
The ideal candidate will have the ability to manage multiple projects and adapt to changing priorities, produce high-quality work, and possess critical thinking skills related to legal and financial matters.
Primary Responsibilities
- Assist with operation of private trust company, including oversight of trust investments, preparation of board / committee meeting materials and minutes, attention to regulatory matters / examinations, and trust reporting to beneficiaries.
- Assist with development and implementation of estate plans for family members and ensure plans reflect current desires, circumstances, and relevant law; Interface with outside counsel on planning, execution and implementation of trusts and estate plans.
- Assist with development and formation of trusts in conjunction with outside counsel, including determining situs, trustees, beneficiaries, funding, and other relevant terms.
- Maintain family foundations, including administration of foundation in compliance with tax laws.
- Assist with structuring and administration of marital property agreements.
- Assist with administration of estates, including probate proceedings, estate settlement and coordinating with internal / external tax, legal and valuation professionals on estate tax returns.
- Assist with planning and implementation of family business ownership structures as they relate to trust and estate planning.
- Administer life insurance program, including payment and settlement of existing policies, and underwriting as policies are acquired or terminated.
- Collaborate with other Crow Holdings personnel (legal, tax, accounting, financial reporting, treasury) as needed in connection with trust and estate planning matters.
- Attend to other matters as needed.
Desired Skills & Experience
