ROLE SUMMARY

The Managing Director of Advanced Estate & Wealth Planning serves as a senior strategic resource within Sanctuary Wealth, partnering closely with our Partner Firm advisors to design, evaluate, and coordinate sophisticated estate, trust, and legacy planning strategies for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role enhances advisor capability and confidence, drives organic growth, and integrates estate planning solutions across Sanctuary’s broader platform, including tax, trust, philanthropic, and business-owner services. Acting as a strategic architect and cross-functional integrator, this individual translates complex planning concepts into actionable strategies serving as a force multiplier for advisors managing complex client relationships. This role will require travel to Sanctuary home office locations as well as Partner Firm office locations across the country.  

ESSENTIAL DUTIES AND RESPONSIBILITIES

Advisor Enablement

• Serve as a subject matter expert supporting advisors on complex estate planning scenarios
• Participate in select client meetings to elevate advisor credibility and client experience
• Translate sophisticated planning strategies into clear, client-friendly narratives
• Enable advisors to differentiate their value proposition through advanced planning insights

Advanced Planning Strategy

• Provide second-opinion reviews and stress-testing of estate structures (e.g., trusts, GRATs, SLATs, IDGTs, family LLCs)
• Design customized frameworks for wealth transfer, asset protection, philanthropy, and multi-generational governance
• Align estate strategies with liquidity events, concentrated positions, business transitions, and private investments

Estate Ecosystem Coordination

• Collaborate with external attorneys, CPAs, trust companies, and fiduciary partners
• Review planning documents (non-legal) for strategic consistency and alignment
• Act as the central integrator across legal, tax, trust, and wealth management disciplines

Platform Integration & Thought Leadership

• Partner cross-functionally with internal Solutions verticals (Trustee Services, Wealth Design, Tax & Accounting, Business Owner Solutions)
• Serve as escalation point for advanced planning inquiries and advisor requests
• Contribute to internal playbooks, advisor training, and thought leadership content
• Partner with Marketing to enhance advisor-facing education and positioning

REQUIRED EDUCATION, KNOWLEDGE SKILLS AND ABILITIES

- 15+ years of experience in advanced estate planning, wealth transfer strategy, or trust & estates

- JD or LLM in Taxation or similar advanced credential required

- Deep expertise in estate structures, wealth transfer vehicles, and UHNW client planning needs

- Demonstrated ability to partner with financial advisors in a non-competitive, advisory capacity

- Strong executive presence with the ability to build trust and credibility with advisors and clients

- Exceptional communication skills with the ability to simplify complex technical concepts

- Proven ability to operate cross-functionally and influence without direct authority

- High level of discretion, judgment, and client-first mindset

PREFERRED KNOWLEDGE SKILLS AND ABILITIES

- JD with estate planning specialization

- CPA with estate and tax expertise

- CPWA designation

- Experience within a multifamily office, UHNW private bank, RIA, or trust company

- Background in transitioning from technical (legal/tax) to strategic advisory role

CORE COMPETENTICES

- Strategic Thinking & Problem Solving

- Advisor Partnership & Influence

- Executive Presence

- Cross-Functional Collaboration

- Client-Centric Mindset

- Technical Expertise in Estate & Wealth Planning

- Communication & Translation of Complex Concepts

- Innovation & Platform Integration

Full compensation package provided during interview process.