Estate Planning, JD

1 week ago


Chicago, United States ECG Resources Full time
Job DescriptionJob Description

Established Chicago Single-Family Office seeks JD/Estate Planner to serve as primary point of contact for UHNW clients and manage the client relationships

  • Serve as the Lead Advisor for select family members while mentoring and developing junior team members to ensure the highest level of client service
  • This person will be the subject matter expert regarding Estate Planning, in addition to planning for income tax, trust, wealth transfer, investment advisory, etc.
  • Requires 10-15 years of law firm or law firm/in house estate and/or wealth planning experience
  • Requires a J.D. and current or prior law firm experience
  • Excellent work/life balance, including hybrid work environment and a strong career track within the firm


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