
Manager of Trusts & Estates
Job Description
The Manager of Trusts and Estates will serve as a key advisor within a dynamic, high-performing team supporting a sophisticated family office. This role will work with the Director of Trusts and Estates on the design, implementation, and ongoing maintenance of comprehensive estate plans and wealth‑transfer strategies. This role focuses on the day-to-day administration of trust structures and private trust company operations, while fostering strong multidisciplinary partnerships across tax, finance, legal, and investment teams. The ideal candidate brings deep technical expertise, exceptional judgment, and the ability to support values‑aligned strategies for a multi‑generational family.