Lead client relationships as senior strategic advisor for ultra-high net worth families, providing comprehensive estate planning expertise.
Design and implement advanced estate plans including complex trusts, multi-generational planning, and business succession strategies.
Manage a team of estate strategists and partner with interdisciplinary experts to deliver exceptional client outcomes.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, and more. They serve over 42,800 families across 110+ cities, and are ranked #1 RIA firm by Barron's, with a culture that values diversity and flexibility.
Lead and grow the UHNW-focused estate planning practice, setting technical standards and quality bar.
Design and implement advanced estate plans for complex multi-generational families with balance sheets exceeding $100M.
Partner with senior advisors, tax strategists, and outside advisors to ensure integrated planning.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more. They serve over 42,800 families across 110+ U.S. cities, ranked #1 RIA by Barron's, and have a diverse workforce with over half women employees.
Lead and own Manifest's corporate immigration practice for employer clients.
Drive business development and manage enterprise client relationships.
Build and lead a team while utilizing the AI-powered platform for efficiency.
Manifest Law is an AI-native corporate immigration firm that combines the scale of a larger firm with boutique client service. It is fast-growing and fosters a culture where attorneys focus on strategy and client relationships, supported by technology.