Managing Partner – Estate Planning, UHNW

Mercer Advisors

Managing Partner leading Mercer Advisors’ UHNW estate planning practice. Designing multi-generational wealth transfer strategies and advising families with complex $100M+ balance sheets.

Posted 8/4/2026full-timeRemote • 🇺🇸 United StatesSeniorLead💰 $300,000 - $450,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates deep technical mastery in estate planning, including federal transfer tax law and advanced wealth transfer strategies, while leading and mentoring high-performing teams in a regulated financial advisory environment.

Highest-signal resume keywords

Juris Doctor (J.D.)Estate PlanningFederal Transfer Tax LawTeam LeadershipMulti-Generational Wealth Transfer

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Advanced Estate PlanningTrust and Estate AdministrationBusiness Succession PlanningM&A ExitsIPOsESOP TransactionsComplex Client AdvisoryWealth Transfer StrategiesRegulated RIA OperationsPortfolio Management

Soft Skills

MentoringRelationship ManagementCollaborationCommunicationLeadership

Certifications & Qualifications

LL.M. in TaxationLL.M. in Estate PlanningACTEC FellowshipAV Preeminent® Rating

Industry Keywords

Ultra High Net Worth (UHNW)Estate Planning BoutiquePrivate Wealth ManagementFamily Office ConsultingAmLaw 100/200 Firm

About the role

Key responsibilities & impact

Lead and grow the Regis estate planning practice, setting its technical standard, practice philosophy, and quality bar
Build, lead, and mentor an elite team of UHNW-focused estate planning strategists
Serve as the firm’s senior-most technical authority on estate planning and engage personally on complex client situations
Design and implement advanced estate plans for Regis families with sophisticated, multi-generational wealth transfer strategies
Partner with senior wealth advisors, tax strategists, and Regis leadership to integrate estate planning into clients’ broader financial plans
Own and deepen relationships with a select portfolio of Regis families, often with $100M+ balance sheets
Collaborate with clients’ outside attorneys, CPAs, trustees, and family office consultants
Represent Regis in prospective client development, industry conferences, and thought leadership initiatives
Partner with Regis leadership on practice development, talent strategy, and operational improvements

Requirements

What you’ll need

Juris Doctor (J.D.) from an accredited law school
Must be licensed to practice law in at least one state
20+ years of legal experience in estate planning
Majority of experience advising clients with balance sheets of $50M or greater
Significant experience with $100M+ families
Track record of building and leading high-performing estate planning teams
Deep technical mastery of federal transfer tax law, trust and estate administration, and advanced wealth transfer planning
Ability to design and implement sophisticated multi-generational estate plans across entities, jurisdictions, and family dynamics
Experience advising on business succession, IPOs, M&A exits, ESOP transactions, and closely held business interests
Prior leadership experience at an AmLaw 100/200 firm, nationally recognized estate planning boutique, multi-family office, or equivalent private wealth platform
Comfort operating within a regulated RIA structure and team-based financial advisory environment
Ability to travel up to 20%
LL.M. in Taxation or Estate Planning, ACTEC Fellowship, and AV Preeminent® rating are strongly preferred

Benefits

Comp & perks

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans, including two High Deductible Health Plans and a Traditional Co-Pay medical plan
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care
14 Company Paid Holidays including a full week off at Thanksgiving
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, supplemental STD, and Parental Leave (8 weeks)
Adoption Assistance Reimbursement Program
Company Paid Concierge Services
401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing