Sanctuary Wealth

Director

• Serve as a subject matter expert supporting advisors on complex estate planning scenarios
• Participate in select client meetings to elevate advisor credibility and client experience
• Translate sophisticated planning strategies into clear, client-friendly narratives
• Enable advisors to differentiate their value proposition through advanced planning insights
• Provide second-opinion reviews and stress-testing of estate structures (e.g., trusts, GRATs, SLATs, IDGTs, family LLCs)
• Design customized frameworks for wealth transfer, asset protection, philanthropy, and multi-generational governance
• Align estate strategies with liquidity events, concentrated positions, business transitions, and private investments
• Collaborate with external attorneys, CPAs, trust companies, and fiduciary partners
• Review planning documents (non-legal) for strategic consistency and alignment
• Act as the central integrator across legal, tax, trust, and wealth management disciplines
• Partner cross-functionally with internal Solutions verticals (Trustee Services, Wealth Design, Tax & Accounting, Business Owner Solutions)
• Serve as escalation point for advanced planning inquiries and advisor requests
• Contribute to internal playbooks, advisor training, and thought leadership content
• Partner with Marketing to enhance advisor-facing education and positioning

Managing Director, Estate & Wealth Planning