Lido Advisors, LLC yuqori sof boylikka ega shaxslar, tadbirkorlar, xayriya tashkilotlari va media sohasi vakillariga shaxsiylashtirilgan oilaviy ofis yondashuvi orqali xizmat ko‘rsatuvchi boylikni boshqarish kompaniyasidir. 1999-yilda tashkil etilgan kompaniya mijozlarga boyligini himoya qilish, ko‘paytirish va saqlab qolishda yordam berish uchun moliyaviy rejalashtirish, investitsiyalarni boshqarish hamda strategik soliq va merosni rejalashtirish bo‘yicha muvofiqlashtirishni birlashtiradi. Lido 20 milliard AQSh dollaridan ortiq aktivlarni boshqaradi va mijozlarga o‘z xizmat doirasidan tashqari xizmatlar kerak bo‘lganda, hamkor yuridik va soliq mutaxassislari bilan ishlaydi. Amerika Qo‘shma Shtatlari bo‘ylab 33 ta ofisda faoliyat yuritadigan va 201–500 nafar xodimga ega Lido Advisors xususiy boylikni boshqarish, moliya, konsalting va turdosh xizmatlar sohalarida turli imkoniyatlarni taqdim etadi.
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.
Tavsif
- 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
Talablar
- 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
Imtiyozlar
- Flexible working arrangements
- Opportunities for personal and professional development
- A collaborative culture focused on supporting colleagues, communities, and clients