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Advises on executive compensation in M&A and private equity transactions, providing strategic guidance on tax and ERISA considerations.

The role involves advising on executive compensation and employee benefits for complex transactions, including M&A and IPOs, with significant client exposure.

Provide sophisticated estate and tax planning and administration for ultra-high-net-worth clients, designing advanced trusts and foundations, advising on estate, gift and GST tax strategy, overseeing probate and fiduciary compliance, coordinating with family offices and advisors, and counseling on business succession and multigenerational wealth structures.

Provide sophisticated trusts and estates counsel for ultra-high-net-worth clients, designing advanced estate and tax plans (GRATs, SLATs, IDGTs, foundations), advising on estate/gift/GST tax strategy, overseeing trust administration and probate, counseling on business succession, coordinating with family offices and advisors, and managing sensitive multigenerational family dynamics.

Provide sophisticated estate planning and administration for UHNW clients: draft wills, trusts, powers, advanced tax planning structures, conduct federal/state transfer tax research, support business succession, and coordinate multidisciplinary teams.

Partner with senior lawyers to develop and execute BD plans, maintain CRM and credentials, prepare pitch materials and RFPs, research and map target clients, support events and thought leadership, and use AI to improve BD workflows.

Client-facing consultant advising founders, C-suite, boards, and sponsors on executive pay design, benchmarking, incentives, severance, and governance. Produce modeling, risk assessments, plan documents, and IPO/M&A/PE-related compensation advice; use AI to accelerate research and deliverables.

Client-facing executive compensation advisor supporting founders, C-suite, boards, and PE sponsors. Design and benchmark pay programs, model incentive scenarios, assess compensation risk, guide IPO/M&A/PE transactions, draft plan documents, and use AI tools to produce client-ready deliverables.

Provide exceptional support to the Chief Estate Accountant and Estate Administration team, managing calendars, documents, and client communication, ensuring seamless operations.

Lead the transformation of the Executive Administration team through AI integration and customer success strategies, enhancing operational efficiency and team performance.