Multi-Family Office Senior Wealth Strategist
Ecg Resources•Memphis, TN
442d
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About The Position
The Multi-Family Office is seeking a candidate with experience in ultra-high-net-worth (UHNW) tax to provide counsel on comprehensive wealth planning for clients with a minimum of $25 million in assets. This role focuses on developing complex wealth planning solutions without the pressures of tax compliance, billable hours, or sales, offering a unique opportunity for tax professionals to transition into wealth management within a well-established firm. The position emphasizes high-touch client service and provides extensive opportunities for professional growth and advancement within the organization, all while maintaining an excellent work/life balance.
