Founding Estate Planning Partner

Role Summary

This is a remote position.

White Tiger Connections works with leading Registered Investment Advisors (RIAs) and broker-dealers that are expanding their service offerings into comprehensive estate planning and tax compliance. We are supporting multiple firms across our client network—ranging from approximately $500M to $10B in assets under management—that are seeking to establish or scale an in-house estate planning function.

This is a founding-level opportunity designed for a highly experienced estate planning professional who is ready to build, lead, and own a core advisory vertical within a growing financial services platform. The role includes a conservative base salary, an aggressive performance-based bonus structure, and meaningful equity participation.

As the Founding Estate Planning Partner, you will work closely with firm leadership to design and lead estate planning and tax-compliance services integrated into the firm’s broader wealth management offering. You will serve as the subject-matter expert, relationship lead, and long-term owner of this practice area.

This role is ideal for a senior estate planning professional seeking true partnership, autonomy, and long-term upside within an established financial organization.

Responsibilities

• Lead the development and execution of estate planning and tax-compliance services within an RIA or broker-dealer platform
• Advise high-net-worth and ultra-high-net-worth clients on complex estate planning strategies
• Collaborate with wealth advisors, tax professionals, and firm leadership to deliver integrated client solution
• Establish best practices, workflows, and compliance standards for estate planning services
• Serve as the senior client-facing authority for estate planning engagements
• Recruit, mentor, and manage additional estate planning or tax professionals as the practice scales
• Drive growth and adoption of estate planning services across the firm’s existing client base

Requirements

• Juris Doctor (JD) required
• Minimum of 12 years of experience in estate planning, trust and estate law, and related tax matters
• Extensive experience advising high-net-worth clients
• Strong leadership presence with the ability to build and lead a practice area
• Entrepreneurial mindset and readiness to operate as a founding partner
• High degree of professionalism, discretion, and client trust
• Preferred Credentials: CFP, Series licenses, MBA, CPA, and other relevant professional certifications

Benefits

Compensation & Partnership Structure

The role includes a conservative base salary, a highly performance-driven bonus structure, and meaningful equity participation tied to the growth, adoption, and long-term success of the estate planning practice within the broader platform.

Additional Information

If you are interested in building and leading an estate planning practice within a high-growth financial services platform, please apply and submit your resume.