The position is responsible for overseeing and expanding the firm’s fiduciary, estate, and family wealth advisory services. This position leads a multidisciplinary team that delivers comprehensive wealth strategies to high‑net‑worth and ultra‑high‑net‑worth families, including trust administration, estate planning guidance, family governance, and complex wealth‑transfer solutions. The director ensures exceptional client experience, maintains fiduciary compliance, and partners closely with senior leadership to drive business growth.
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Job Type
Full-time
Career Level
Director
Education Level
Ph.D. or professional degree