Managing Director, Family Office Planning
Lyneer Search Group, Indianapolis, IN, United States
ABOUT THE ROLE
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 100% On-Site Limited travel as business needs require ????????????????????????????????????? HOW TO APPLY Apply directly through this post. Explore all open roles at Lyneer Search Group. Lyneer Search Group specializes in executive recruitment for insurance, wealth management, and financial services. We connect industry-leading firms with exceptional talent and we've maintained a 100% placement rate in retained searches since 1993.
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 100% On-Site Limited travel as business needs require ????????????????????????????????????? HOW TO APPLY Apply directly through this post. Explore all open roles at Lyneer Search Group. Lyneer Search Group specializes in executive recruitment for insurance, wealth management, and financial services. We connect industry-leading firms with exceptional talent and we've maintained a 100% placement rate in retained searches since 1993.