Head of Wealth Transfer – Estate Planning, Investments & Tax
Location: New Providence, New Jersey
Organization: Law Firm
Compensation: Commensurate with experience
Summary: We are seeking an experienced Estate Planning Attorney to advise high-net-worth individuals, families, and fiduciaries on sophisticated wealth transfer, investment, and tax planning matters. This role is ideal for a strategic legal advisor who understands how estate planning integrates with investment strategy, tax efficiency, and long-term wealth preservation. The attorney will work closely with clients, financial advisors, investment professionals, and tax specialists to design and implement customized planning solutions.
Key responsibilities:
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Develop and implement comprehensive estate plans, including wills, revocable and irrevocable trusts, and advanced wealth transfer structures
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Advise clients on tax-efficient strategies involving income, gift, estate, and generation-skipping transfer (GST) taxes
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Structure and review investment-holding entities, including family limited partnerships, LLCs, and trust-owned investment vehicles
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Collaborate with investment advisors and portfolio managers to align estate plans with investment objectives and asset allocation strategies
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Counsel clients on liquidity planning, concentrated positions, and intergenerational wealth transfer considerations
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Assist with charitable planning strategies, including donor-advised funds, private foundations, and split-interest trusts
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Provide guidance on fiduciary administration, trust governance, and compliance matters
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Monitor legislative and regulatory developments affecting estate, tax, and investment planning, and proactively advise clients on potential impacts
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Participate in client relationship management, business development initiatives, and thought leadership efforts
Required skills:
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Juris Doctor (JD) from an accredited law school; active bar membership in at least one U.S. jurisdiction
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5+ years of experience in estate planning, private wealth, or trusts and estates practice
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Substantial experience with tax planning related to estates, trusts, and investments
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Strong understanding of investment structures, asset management vehicles, and alternative investments
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Experience working with high-net-worth individuals, family offices, or institutional wealth platforms
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Ability to translate complex tax and legal concepts into practical, client-friendly guidance
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Exceptional written, analytical, and interpersonal communication skills
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High level of professionalism, judgment, and discretion
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Collaborative mindset with the ability to work effectively in cross-disciplinary teams
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Advanced tax training is a plus (LL.M. in Taxation or equivalent experience)
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Exposure to private equity, venture capital, hedge funds, or real estate investments
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Experience coordinating with CPAs, investment advisors, and trustees
