Managing Director, Family Office Planning

Lyneer Search Group is seeking a Managing Director, Family Office Planning to join a premier Family Office Services team. This is a senior-level, technical estate planning role for a credentialed professional ready to serve as the firm's go-to expert in complex wealth transfer, trust administration, and multi-generational planning for ultra-high-net-worth families.

This is a 100% on-site position.

WHAT YOU'LL DO

As a key member of the Family Office Services team, you will:

• Produce and review complex estate and wealth planning deliverables — including estate flowcharts, comprehensive wealth transfer plans, and technical planning reports
• Develop proactive planning observations and recommendations for UHNW clients
• Review, analyze, and summarize sophisticated estate planning documents
• Guide Wealth Strategists in the oversight of family entity administration
• Serve as the estate planning technical resource for Managing Directors and client teams in meetings and on deliverables
• Research, write, and publish expert articles on wealth transfer topics for professional journals and industry platforms
• Provide firm-wide training and subject matter expertise on tax and estate planning issues
• Cultivate relationships with outside advisors for ongoing technical collaboration

WHAT YOU BRING

Education & Credentials

• Postgraduate degree: JD, LLM, or MST strongly preferred
• Professional designation: CPA, CFP, and/or CPWA preferred
• 10+ years of experience in estate and tax planning, trust planning, or fiduciary administration
• Deep experience with strategic wealth planning for HNW and multi-generational families
• Current knowledge of legislative and case law developments in estate planning

Skills & Attributes

• Strong analytical skills with exceptional attention to detail
• Demonstrated track record as an author and presenter of complex estate planning strategies
• Advanced Excel skills for building complex planning worksheets
• Ability to translate complex planning strategies into clear, client-friendly language
• Highest level of discretion and professionalism with confidential matters
• Collaborative team player who also thrives working independently

WHY THIS ROLE

• Senior Technical Authority — serve as the firm's go-to estate planning expert with real visibility and influence
• Complex, Meaningful Work — daily engagement with sophisticated UHNW multi-generational planning
• Thought Leadership — publish expert articles and build your profile as an industry authority
• High-Caliber Environment — collaborate with Managing Directors, client cell teams, and leading outside advisors

WORK ENVIRONMENT

• Limited travel as business needs require

HOW TO APPLY

Apply directly through this post.

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