Senior Estate Planning

Executive Assistant, ECG Resources, Wealth Management Executive Search This firm is seeking a highly experienced estate planning professional to design and deliver advanced wealth transfer, estate, and business succession strategies for ultra-high-net-worth (UHNW) families and family offices nationwide. In this senior role, this senior advisor will serve as a subject matter expert—reviewing complex planning structures, advising on multi-generational strategies, and collaborating closely with clients, advisors, and attorneys to build customized solutions that align with each family’s long-term goals and legacy.

Key Responsibilities

Advise UHNW clients on sophisticated estate, gift, GST, and philanthropic planning strategies

Review, interpret, and summarize trust documents, operating agreements, and related planning materials

Integrate estate and succession planning into broader, comprehensive wealth strategies

Mentor advisory teams and contribute to internal education and thought leadership

Support business development efforts and help deepen client relationships

Qualifications

10+ years of advanced estate planning experience, including complex drafting

Demonstrated experience working with UHNW families or family offices

Exceptional communication skills with the ability to translate complex concepts clearly

Collaborative, confident, and effective in client-facing environments

Location Chicago or St. Louis

Relocation assistance available

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