Family Office Director of Estate Planning
Listed on 2025-12-03
-
Management
Wealth Management
Join to apply for the Family Office Director of Estate Planning role at Brighton Jones
Continue with Google Continue with Google
Family Office Director of Estate Planning1 week ago Be among the first 25 applicants
Join to apply for the Family Office Director of Estate Planning role at Brighton Jones
Get AI-powered advice on this job and more exclusive features.
Sign in to access AI-powered advicesContinue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
Continue with Google Continue with Google
At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it.
Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.
This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and advise over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic.
At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives.
We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.
Join our #One Team of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives.
We are seeking an experienced and strategic Director of Estate Planning to lead and expand our estate planning services. This role is dedicated to helping clients live a richer life by aligning their lifetime financial planning goals with the legacy they desire to leave behind for their family and community. The Director of Estate Planning will provide expert guidance on estate, tax, and wealth transfer strategies while collaborating with our Personal CFOs and other specialists to ensure seamless integration into clients’ overall financial plans.
The ideal candidate is a thought leader in estate planning, possesses exceptional client service skills, and thrives in a team-oriented culture.
Take our Values in Action Self-Assessment to see how our values align!
Your Role:
- Lead the estate planning function, developing and implementing innovative strategies for high-net-worth and ultra-high-net-worth clients.
- Provide expert guidance on estate planning topics, including tax-efficient wealth transfer, charitable giving, trust structures, asset protection, and business succession planning. Including producing estate plan summaries and flow charts for clients.
- Engage with and educate clients about various techniques to preserve wealth from one generation to the next in a manner that minimizes taxes and emphasizes their personal and family goals.
- Collaborate closely with Director of Financial Planning, Director of Tax, and in house law firm for Multi-Family Office and Single Family Office Clients to address client specific needs and goals.
- Work with internal and external partners to maintain corporate trustee services and help clients identify appropriate trustee solutions.
- Serve as a trusted advisor and educator, effectively communicating complex estate planning concepts in a clear and actionable manner and see through the implementation of strategy.
- Stay current on estate tax laws, regulations, and industry trends to proactively advise clients and internal teams on potential opportunities and risks.
- Develop and enhance estate planning processes, tools, and resources to improve efficiency and service delivery.
- Train and mentor Brighton Jones team members on estate planning best practices, fostering a culture of continuous learning.
- Offer timely, strategic, and creative guidance to help clients create estate plans that address their specific needs.
- Support business development in prospect meetings and by partnering with marketing to tailor educational content.
- Represent Brighton Jones at industry events,…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).