ECG Resources, Inc.

Estate Planning Attorney

ECG Resources, Inc.  •  Saint Louis, MI (Onsite)  •  3 months ago
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Job Description

Diane Compardo this would be for the Compardo Group/ Family Office UHNW clients - highest client level group

Established, growing St. Louis RIA seeks Estate Planning Attorney to

engage directly with UHNW clients across the country, providing expert advice and support in their estate planning needs.

  • Extensive client contact focused on customized estate planning, document review and addressing the specific needs of ultra-high net worth Family Office clients (100 MM to 1 B level)
  • Dive deep into complex estate planning issues, ensuring high-quality execution
  • Educate and mentor internal advisors on complex estate planning concepts, keeping them informed about new laws, client updates, and best practices.
  • Contribute to firmwide training sessions and internal presentations, regarding estate planning strategies and ongoing projects
  • Work extensively with wealth management team, including Partners, Senior Tax Advisors, Family Office Strategist, and the lead client relationship/engagement team
  • Focus is on client service, assisting in closing new business, with an opportunity to build equity for sourcing new business
  • 7+ years of drafting experience with a strong background in UHNW estate planning, IDITs, BDITs, SLATs, grantor trust, and estate tax issues
  • Excellent benefits and room for growth

~Relocation Assistance Available~

ECG Resources, Inc.

About ECG Resources, Inc.

ECG Resources is an executive search firm focused on placing high caliber candidates in strategic roles within the Wealth Management arena throughout the United States. Our industry expertise and commitment to client success has earned us the privilege of long-term relationships spanning small boutique firms to some of the world's largest corporations.

Stability. Expertise. Focus. That’s what has driven our executive search success in the Wealth Management industry for more than 30 years, and it’s what fuels our continued commitment to our clients today.

Teamwork is at the heart of our philosophy, and it is what empowers us to consistently deliver what’s best for our client corporations and candidates. It is integrated into every aspect of our business, from the way in which we share resources to our compensation model which is focused on overall company success vs. individual production. This approach has created a culture that enables our team members to pool our talents together as we place the most qualified candidates into each role.

We are deliberate about hiring only individuals who will embrace this philosophy of cooperation rather than competition. We then carefully nurture and encourage each person to reach their full potential. This ensures candidates find ideal Wealth Management opportunities in which they will advance their careers while clients gain a passionate, dedicated team focused on finding the professionals that will contribute to the organization’s success.

Remaining true to this philosophy has served us and our clients well. We have grown steadily over the years, and have extended our reach to best serve our Wealth Management clients in locations throughout the United States. ECG Resources continues to expand in market share; adding to our staff to meet the needs of a growing number of clients.

Industry
HR & Recruiting
Company Size
11-50 employees
Headquarters
New York, New York
Year Founded
1981
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