Executive Director, Family Office & Estate Planning Expert

A financial services firm in Carmel, Indiana is seeking a Managing Director & Family Office Fellow. This role involves reviewing complex estate and wealth planning deliverables, managing client relationships, and publishing articles on tax and estate planning. Candidates should have a postgraduate degree and at least 10 years of experience in estate and tax planning. Strong analytical and communication skills, as well as proficiency in Excel, are essential. The position is 100% onsite, allowing for close collaboration with the family office services team.
#J-18808-Ljbffr