Family Wealth Senior Fiduciary Advisor

Job description

Location: 227 West Monroe Street, Chicago Illinois Job Summary: The Senior Fiduciary Advisor plays a pivotal role in delivering expert fiduciary guidance and strategic wealth planning to Ultra High Net Worth (UHNW) clients (net worth > $25MM) and their beneficiaries. As a senior member of the Family Wealth relationship management team, this individual leads the delivery of complex fiduciary services, ensuring compliance, innovation, and a premier client experience. The Senior Fiduciary Advisor serves as a key relationship steward, trusted advisor, and internal thought leader, driving excellence in fiduciary strategy and execution. Essential Functions: - Provide advanced fiduciary counsel as part of a comprehensive wealth management strategy. - Navigate complex family dynamics and multigenerational planning needs with discretion and insight. - Evaluate estate planning documents and legal instruments to ensure alignment with client objectives and evolving laws. - Deliver strategic alternatives for trust and estate planning, integrating tax, legal, and financial considerations. - Collaborate with external advisors to coordinate and optimize client outcomes. - Lead initiatives to expan...