Bachelor’s degree and a minimum of 7 years’ relevant industry experience and knowledge working with high net worth and ultra-high net worth individuals, including closely-held business owners, in estate and trust planning, wealth management/financial services, Federal transfer and/or income tax, business succession planning or in a fiduciary practice, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ relevant industry experience and knowledge working with high net worth and ultra-high net worth individuals, including closely-held business owners, in estate and trust planning, wealth management/financial services, Federal transfer and/or income tax, business succession planning or in a fiduciary practice. Minimum of 10 years’ experience in wealth management and high net worth and ultra-high net worth planning, working with closely -held business owners and families and estate, trust, and tax planning experience.