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 expand the estate planning practice for ultra-high-net-worth families, establishing technical standards and mentoring a high-performing team.
Serve as the senior technical authority for complex estate planning matters, designing advanced wealth transfer strategies for multi-generational wealth.
Collaborate with wealth advisors, tax professionals, and external advisors to integrate estate planning into comprehensive financial plans.
This partner company is a premier wealth management firm serving ultra-high-net-worth families. They focus on sophisticated estate planning and multi-generational wealth strategies, operating in a collaborative and fiduciary-focused environment.