*Please note that this opportunity is with the Ascend Interplay team (Interplay's multi-family office), not the venture capital team.
JOB DESCRIPTION
We are looking for an experienced Estate Planning Advisor, on a contract basis, to deliver planning and advisory services to support our multi-family office. This role involves creating tailored estate plans, recommending appropriate entity structures (including trusts, LLCs, and partnerships), and collaborating closely with internal stakeholders and external attorneys and advisors to ensure seamless implementation. Expertise in multigenerational wealth planning, family office services, and the specialized needs of families is crucial.
WHAT YOU’LL DO
- Create customized estate planning strategies for our families, considering their unique financial goals, family dynamics, and legacy intentions.
- Advise on and implement entity structures such as trusts, LLCs, family limited partnerships (FLPs), and private foundations to optimize wealth transfer and tax efficiency.
- Advise on strategies for preserving and transferring wealth across generations, including education on financial stewardship for heirs.
- Offer in-depth knowledge of estate, gift, and generation-skipping transfer tax laws, as well as other relevant tax strategies.
- Provide detailed estate planning summaries and updates to our families, ensuring transparency and clear communication.
WHO YOU ARE
- A self starter and motivated to learn.
- A problem solver and someone who’s not afraid to get their hands dirty.
- A swiss army knife who can handle a multitude of different responsibilities.
- You are organized.
Experienced estate planning advisor with expertise in multigenerational wealth planning, family office services, entity structures (trusts, LLCs, FLPs), and tax strategies.
Key Responsibilities
- creating estate plans
- advising on entity structures
- collaborating with stakeholders
Job Details
- Category: Finance and Accounting
- Seniority: Mid Level
- Commitment: Contract
- Workplace: Remote — United States
- Languages: English
About Ascend
A multi-family office providing estate planning and advisory services. — Industry: Finance