Tanglewood Total Wealth Management | Estate

2 weeks ago

houston, United States Tanglewood Total Wealth Management Full time

Tanglewood is one of the largest, independent, wealth management firms in Houston with over $1.4 Billion in AUM and 400 client relationships. For more than 40 years, Tanglewood has worked with the “quietly wealthy” to help make the most of their wealth.

 

Position Summary

 

The Estate & Legal Specialist is an integral member of the wealth planning team and a subject matter expert in support of our Wealth Advisors. While Tanglewood does not draft legal documents or provide legal advice, the specialist is responsible for the review and analysis of a client’s estate plan for alignment with their goals, facts and circumstances. The specialist will oversee and participate in the delivery of multi-generational estate planning, philanthropy, family governance, trust administration and estate settlement for our high-net-worth family and business owner clients. This person may also serve as a resource for other legal matters relating to the firm or client’s needs.    

 

Primary Responsibilities

 

  • Review and advise internally on various agreements and entity formation documents provided by the client.
  • Stay abreast of laws, regulations and court cases that impact our areas of planning.
  • Bring a “planning mindset” as to potential client benefits.
  • Participate in estate planning review meetings and prospect meetings, when appropriate.
  • Oversee the use of firm resources to illustrate and educate clients regarding current plans and alternate strategies.
  • Provide support and guidance to clients and/or heirs for trust administration and estate settlement process.
  • Provide education and training within the firm to broaden the collective knowledge base.

  

Qualifications

 

A minimum of 5 years of experience with multi-generational estate planning, trust administration and estate settlement for high-net-worth family and business owner clients.

 

J.D. required. LL.M. in Taxation preferred.

 

Proven client relationship skills to develop client trust for deeper insight and understanding of client needs and family dynamics.   

 

Must possess integrity, empathy, accuracy, and excellent problem-solving and time management skills. Exceptional oral and written communication skills are critical.

 

Proficiency with Microsoft Office software suite. Familiarity with industry tech like Vanilla, Holistiplan, RightCapital. eMoney, and Salesforce is advantageous, but not required.

 

Compensation & Benefits


  • Competitive salary
  • Bonus opportunity
  • 401(k) with employer match, and profit sharing
  • Company-paid employee Health Insurance
  • Employer HSA contribution
  • Long-term disability
  • Life insurance
  • PTO and paid holidays


Why Tanglewood?


  • A “clients first” culture
  • A fiduciary duty of care for all client relationships 
  • Modern workspace and a leading tech stack
  • A rewarding place to work and grow
  • Individual annual charitable giving allowance
  • Family-friendly work environment
  • Refreshments and weekly team lunches provided
  • Free onsite parking


Please email resume and cover letter to kfenstad@tanglewoodwealth.com. In the cover letter, state why you would be a good candidate for this position and your three most defining characteristics or attributes. The letter is the first step of the interview process, demonstrating your writing skills and ability to follow directions.

  • Wealth Planning Consultant

    2 weeks ago

    Houston, Texas, United States Tanglewood Total Wealth Management Full time

    Tanglewood Total Wealth Management is a leading independent wealth management firm in Houston with over $1.4 billion in assets under management and 400 client relationships.We are seeking an experienced Estate & Legal Specialist to join our wealth planning team as an integral member and subject matter expert in support of our Wealth Advisors.Job SummaryThe...

  • Estate & Legal Specialist

    2 weeks ago

    Houston, United States Tanglewood Total Wealth Management Full time

    Tanglewood is one of the largest, independent, wealth management firms in Houston with over $1.4 Billion in AUM and 400 client relationships. For more than 40 years, Tanglewood has worked with the “quietly wealthy” to help make the most of their wealth.  Position Summary The Estate & Legal Specialist is an integral member of the wealth planning team...

  • Estate & Legal Specialist

    3 days ago

    Houston, United States Tanglewood Total Wealth Management Full time

    Tanglewood is one of the largest, independent, wealth management firms in Houston with over $1.4 Billion in AUM and 400 client relationships. For more than 40 years, Tanglewood has worked with the “quietly wealthy” to help make the most of their wealth.  Position Summary The Estate & Legal Specialist is an integral member of the wealth planning team...

  • Wealth Associate

    1 month ago

    Houston, United States Linscomb Wealth Full time

    Position Title:Wealth Associate Summary Senior Wealth Associates will continue to advance in the Wealth Advisor career path while actively participating and gaining exposure in all areas of Wealth Management. Role responsibilities include, but are not limited to, the following: Client Responsibilities Will participate, take notes, and present in client...

  • Wealth Associate

    3 weeks ago

    Houston, United States Linscomb Wealth Full time

    Position Title:Wealth Associate Summary Senior Wealth Associates will continue to advance in the Wealth Advisor career path while actively participating and gaining exposure in all areas of Wealth Management. Role responsibilities include, but are not limited to, the following: Client Responsibilities Will participate, take notes, and present in client...

  • Estate and Wealth Management Director

    1 month ago

    Houston, Texas, United States GPAC Full time

    Estate and Trust Manager PositionOverview:A talented and experienced Estate and Trust Manager is sought by our firm to work on a variety of challenging projects, balancing work-life balance with career advancement prospects.Benefits include:Diverse projects with varied clientele.Maintain a healthy work-life balance with career advancement support.Health...

  • Wealth Management Advisor

    2 weeks ago

    Houston, Texas, United States Goldman Sachs Full time

    About the RoleAt Goldman Sachs, we're seeking a skilled Wealth Management Advisor to join our team. As a key member of our Consumer and Investment Management Division, you'll play a vital role in helping clients achieve their financial goals.ResponsibilitiesMaintain a deep understanding of personal finance and wealth management principles.Lead clients...

  • Housekeeping Manager

    5 days ago

    Houston, Texas, United States The Aspenwood Company - Village of Tanglewood Full time

    Job OverviewWe are seeking an experienced and detail-oriented Housekeeping Supervisor to join our team at The Aspenwood Company - Village of Tanglewood. As a key member of our community, you will be responsible for supervising housekeeping staff, coordinating schedules, and ensuring the proper cleaning of offices, public areas, residences, and common...

  • Content Marketing Professional

    6 days ago

    Houston, Texas, United States Tanglewood Dental Associates Full time

    Digital Content ManagerTanglewood Dental Associates seeks a Digital Content Manager to lead our content marketing efforts. As a seasoned professional with a passion for digital marketing, you will be responsible for developing and executing a comprehensive content strategy that aligns with our business goals. With a focus on creativity and innovation, you...

  • Real Estate Marketing Specialist

    4 days ago

    Houston, Texas, United States GPI Real Estate Management Full time

    Join Our Team as a Real Estate Marketing SpecialistWe are seeking a talented Real Estate Marketing Specialist to join our team at GPI Real Estate Management. This role involves promoting properties through various marketing channels, including social media, website management, and print media.The ideal candidate will have a strong background in marketing,...

  • Real Estate Sales Representative

    7 days ago

    Houston, Texas, United States GPI Real Estate Management Full time

    Job Overview:GPI Real Estate Management is a dynamic and fast-paced company that offers a competitive base salary with a generous commission structure. We are seeking a highly motivated and enthusiastic Leasing Agent to join our team. The estimated salary range for this position is $45,000 - $65,000 per year, depending on experience and qualifications. This...

  • Wealth Advisor

    4 weeks ago

    Houston, United States Support.com Full time

    Description Vice President, Senior Wealth Advisor The Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of the Wealth & Institutional Management business unit by building and maintaining a high performing book of business and being accountable for the success of the client relationship. What we can offer...

  • Cleanliness Supervisor Position

    6 days ago

    Houston, Texas, United States The Aspenwood Company - Village of Tanglewood Full time

    About the JobWe are seeking a highly skilled and organized individual to join our team as a Housekeeping Supervisor. As a key member of our community, you will be responsible for leading the housekeeping team, coordinating schedules, and ensuring the highest standards of cleanliness throughout our facilities.Estimated Salary: $17-$18/hourAbout the...

  • Real Estate Escrow Manager

    5 days ago

    Houston, Texas, United States Brooks & Davis Real Estate Firm Full time

    About the Role: Real Estate Escrow ManagerWe're seeking an experienced and detail-oriented individual to manage escrow-related tasks and ensure a seamless transaction process. As a key member of our team, you will oversee the entire home selling and buying process, working closely with sales agents, clients, and other parties to ensure a successful sale. Our...

  • Real Estate Business Manager

    7 days ago

    Houston, Texas, United States Cømpass Real Estate || Houston TX Full time

    Company OverviewCømpass Real Estate is a leading real estate company in Houston, Texas, committed to providing exceptional service to our clients. We are seeking a highly organized and detail-oriented Office Operations Specialist to join our team.

  • Maintenance Operations Manager

    4 weeks ago

    Houston, Texas, United States The Farrington at Tanglewood Assisted Living and Memory Care Full time

    At The Farrington at Tanglewood Assisted Living and Memory Care, we are committed to providing a safe, comfortable, and supportive environment for our residents. We are seeking a skilled Maintenance Operations Manager to oversee the maintenance and upkeep of our facilities.Job SummaryThe Maintenance Operations Manager will be responsible for ensuring the...

  • Commercial Real Estate Agent

    7 days ago

    Houston, Texas, United States Oxford Partners Real Estate Full time

    Company OverviewOxford Partners Real Estate is a rapidly growing commercial real estate firm based in Houston, TX. Our unique training program partners senior brokers with new recruits to ensure success in the industry and a rock-solid foundation for understanding the business.Salary InformationThe estimated annual salary for this position is $100,000. This...

  • Real Estate Sales Consultant

    7 days ago

    Houston, Texas, United States Oxford Partners Real Estate Full time

    As a Residential Real Estate Agent Specialist, you will have the opportunity to work with a rapidly growing commercial real estate firm based in Houston, TX.The estimated annual salary for this position is $100,000+This role involves following up with leads to increase sales, supervising the closing process to provide clients with an efficient and smooth...

  • Real Estate Service Delivery Manager

    7 days ago

    Houston, Texas, United States Brooks & Davis Real Estate Firm Full time

    **Company Overview**Brooks & Davis Real Estate Firm, LLC was founded in 2008 and has since grown to become a reputable Black-owned company dedicated to enhancing the real estate experience and aiming for 1,000,000 successes in satisfying real estate needs.We pride ourselves on offering exceptional real estate education, a family-oriented environment, and...

  • Real Estate Sales Expert

    7 days ago

    Houston, Texas, United States Oxford Partners Real Estate Full time

    At Oxford Partners Real Estate, we're seeking a driven and results-oriented Real Estate Sales Expert to join our team in Houston, TX. This is an exceptional opportunity for individuals with a proven sales background to leverage their skills and achieve unlimited income potential.As a Commercial Property Representative, you will be responsible for following...