Head of Estate Planning
A consulting firm advises companies, entrepreneurs, and families on financial, tax, legal, and strategic matters. Within the Family Office team, you will work for family businesses, entrepreneurial families, and wealthy individuals, focusing on asset structuring, asset protection, and succession planning. You will play a key role in the further development of the practice and guide clients through complex issues related to wealth transfer.
What you will do.
- Guide dossiers related to wealth planning and structuring
- Analyze complex situations and develop practical solutions
- Draft legal and tax advice in collaboration with specialists
- Maintain contacts with notaries, bankers, and other stakeholders
- Draft and review contracts and legal documents
- Monitor relevant legislation and market developments
- Contribute to the commercial growth of the team
Profile
- Master's degree in law or economics
- At least 8 years of experience in wealth planning (bank, law firm, or notary)
- Strong knowledge of:
- inheritance law and matrimonial property law
- gift and inheritance tax
- structuring and transfer of companies
- Knowledge of corporate law and taxation is a plus
- Client-oriented and solution-driven
- Strong in communication and relationship management
- Honest and discreet
- Team player with an entrepreneurial mindset
- Flexible and proactive
How to apply
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