Lead sophisticated client and professional-advisor conversations involving estate planning, wealth transfer, fiduciary obligations, liquidity needs, portfolio strategy, tax-aware coordination, retirement income, business succession, charitable planning, incapacity, family governance, and sensitive beneficiary matters. Eight to ten or more years of progressive experience in wealth management, RIA advisory work, financial planning, tax planning, estate planning, trust administration, fiduciary services, investment management, private banking, law, accounting, or a related discipline.