Executive Director, Family Office & Estate Planning Expert

A financial services firm in Chicago is seeking a Managing Director & Family Office Fellow. This role involves reviewing complex estate planning deliverables, managing client relationships, and providing expertise in tax and estate planning. Ideal candidates will have a postgraduate degree or relevant professional designation and at least 10 years of experience. Strong analytical, written, and verbal communication skills are essential for success in this position, which requires 100% on-site working conditions.
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