The role involves advising on executive compensation and employee benefits for complex transactions, including M&A and IPOs, with significant client exposure.

Provide sophisticated estate and tax planning and administration for ultra-high-net-worth clients, designing advanced trusts and foundations, advising on estate, gift and GST tax strategy, overseeing probate and fiduciary compliance, coordinating with family offices and advisors, and counseling on business succession and multigenerational wealth structures.