Private Client Services Planning Specialist

Profile

Private Client Services Planning Specialist

Duties: Deliver the firm’s estate planning, financial planning, and business succession planning services to clients and prospective clients, helping them identify, prioritize and achieve the long-term goals. Review clients’ estate planning and trust documents and advise clients and clients' attorneys and other outside financial advisors on content and technical matters, suggesting changes if appropriate. Identify potential trust, gift and estate, and related tax issues for clients and serve as a resource for clients and clients’ attorneys and other financial advisors. Prepare tax memorandums or tax planning letters for clients with recommendations to accompany estate plan overviews, incorporating (where appropriate) flow charts, projections, and other summaries. Serve as a technical resource for estate planning and transfer tax issues and ideas. Answer questions on an ad hoc basis regarding clients’ trust and estate planning. Work with the Company’s partners to develop business opportunities with new and existing clients. Develop and present the Company’s materials and lead wealth transfer discussions in a compelling manner. Structure and present financial plans/presentations in a simple-to-understand conversational manner for clients. Work with affluent and high-net-worth individuals/families. Train and develop the Company’s staff to assist in the planning process.

Company info

Withum Smith+Brown, PC
5 Vaughn Drive Suite 201
Princeton
New Jersey
United States 08540
Website : https://www.withum.com