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Family Office, VP

Atlanta, GA, USA | Goldman Sachs

  • Industry:
    Financial Services
  • Position Type:
  • Functions:
    Financial Services Professional
    General Management
  • Experience:
Job Description:
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RESPONSIBILITIES AND QUALIFICATIONS


HOW YOU WILL FULFILL YOUR POTENTIAL


Act as a senior subject matter expert in assisting high net worth clients from an income, trust and estate and tax planning perspective

Advise individuals and families on all aspects of the transmission of wealth, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, the transfer of closely held businesses, charitable giving and the administration and restructuring of trusts.

Counsel clients on asset protection techniques and implementation

Interface with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private clients’ wealth planning

Develop philanthropic goals and implement related structures (e.g., DAF, private foundations)

Formalize financial goals and put into action a plan to achieve those goals.

Presentation of internal educational seminars to Private Wealth Management teams


QUALIFICATIONS


Extensive experience working with clients in structuring multi-generational wealth and estate planning strategies

Technical expertise in US tax legislation and tax implications of investment portfolios, estate planning entities, philanthropic entities, and other business activities, including impact of the Alternative Minimum Tax

Experience with state and local tax matters for the East Coast state jurisdictions is preferable

A strong background in advising with the implementation of asset protection techniques

Experience in interfacing with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private client’s wealth planning

Deep interest in the financial markets and good investment sense/commercial instinct

Excellent interpersonal skills and a desire to work in a team oriented environment

Resourceful, self-starter, attentive to detail and capable of multi-tasking in a fast-paced environment

Extensive experience of presenting to internal and external audiences

Ability to build consensus and facilitate decision-making among families

Experienced in the structuring and management of family office entities is a plus

Ability to work in a fast-paced environment and think clearly under pressure

A minimum of ten years of experience as an accountant, attorney or wealth professional

Bachelor’s Degree required; CPA and/or JD highly preferred

Securities Industry Essentials (SIE), Series 7 & Series 63 exams (must be obtained within first 3 months of employment)

Willingness and desire to travel, as necessary, given regional coverage of the role


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