Lido Advisors, LLC एक संपत्ति प्रबंधन कंपनी है, जो व्यक्तिगत फैमिली ऑफिस दृष्टिकोण के माध्यम से उच्च-निवल-मूल्य वाले व्यक्तियों, उद्यमियों, धर्मार्थ संस्थाओं और मीडिया जगत की हस्तियों को सेवाएँ प्रदान करती है। 1999 में स्थापित यह कंपनी वित्तीय योजना, निवेश प्रबंधन तथा रणनीतिक कर और संपत्ति नियोजन के समन्वय को एकीकृत करती है, ताकि ग्राहकों को अपनी संपत्ति की सुरक्षा, वृद्धि और संरक्षण में सहायता मिल सके। Lido 20 अरब डॉलर से अधिक की परिसंपत्तियों का प्रबंधन करती है और जब ग्राहकों को अपनी सेवाओं से परे सहायता की आवश्यकता होती है, तब संबद्ध कानूनी और कर विशेषज्ञों के साथ काम करती है। 201–500 कर्मचारियों और पूरे संयुक्त राज्य अमेरिका में 33 कार्यालयों वाली Lido Advisors निजी संपत्ति प्रबंधन, वित्त, परामर्श और संबंधित सेवाओं के क्षेत्र में विभिन्न अवसर प्रदान करती है।
Senior Estate Planning Lawyer (Remote, United States)
Advise Lido Advisors’ high-net-worth and ultra-high-net-worth clients on trusts, wills, and sophisticated estate strategies. Collaborate with wealth advisors and external counsel on complex, multistate planning matters.
विवरण
- Deliver comprehensive estate planning advice to clients and internal advisors
- Create and execute advanced planning strategies for high-net-worth and ultra-high-net-worth individuals
- Review wills, trusts, powers of attorney, advance directives, and related documents
- Oversee engagements from the initial consultation through drafting, signing, and implementation
- Serve as the estate-planning subject matter expert for Wealth Managers and Advisors
- Explain estate-planning concepts and recommendations clearly to clients
- Address complex legal and financial considerations, including potential tax consequences
- Coordinate with outside counsel and other advisors on complex, multistate, cross-disciplinary matters
- Stay current on legal developments relevant to the practice
- Track legislative, regulatory, and case-law changes
- Revise planning approaches and document templates as developments require
आवश्यकताएँ
- Bachelor’s and Juris Doctor degrees
- At least seven years of relevant professional experience
- Extensive estate-planning experience involving trusts, wills, advance medical directives, and high-net-worth and ultra-high-net-worth clients
- Proven ability to resolve complex estate-planning challenges successfully
- Strong communication and influence skills for addressing complex matters
- Advanced analytical and problem-solving abilities
- Excellent written and spoken communication
- Highly organized, technically proficient, and capable of leading teams effectively
- Working experience with Excel, Word, Outlook, Salesforce, and PowerPoint
लाभ
- Flexible working arrangements
- Opportunities for personal and professional development
- A collaborative culture focused on supporting colleagues, communities, and clients