Lido Advisors, LLC
Lido Advisors, LLC
201 – 500 Angajați
AsigurăriConsultanțăFinanțe
Lido Advisors, LLC este o companie de administrare a averii care oferă servicii persoanelor cu avere netă ridicată, antreprenorilor, organizațiilor caritabile și personalităților din mass-media, printr-o abordare personalizată de tip family office. Fondată în 1999, compania combină planificarea financiară, gestionarea investițiilor și coordonarea strategică a planificării fiscale și succesorale pentru a-i ajuta pe clienți să își protejeze, să își crească și să își păstreze averea. Lido administrează active în valoare de peste 20 de miliarde de dolari și colaborează cu profesioniști juridici și fiscali afiliați atunci când clienții au nevoie de servicii care depășesc oferta proprie. Cu o echipă de 201–500 de angajați și 33 de birouri în Statele Unite, Lido Advisors oferă diverse oportunități în administrarea averilor private, finanțe, consultanță și servicii conexe.

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.

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • Flexible working arrangements
  • Opportunities for personal and professional development
  • A collaborative culture focused on supporting colleagues, communities, and clients