Family Office Counsel

Responsibilities:

• Serve as MFO's primary legal and tax resource for the Family Office team.
• Review, summarize, and maintain trust agreements and wills.
• Diagram estate plans and various estate planning strategies.
• Participate in the wealth design process with internal and external teams.
• Collaborate with outside attorneys to implement estate strategies and plans.
• Manage entity operations for clients, including calculating and facilitating quarterly distributions, annuity payments, CLAT gifts, family limited partnership distributions, etc.
• Ensure distributions are made in a tax-efficient manner from both gift tax and income tax perspectives.
• Coordinate with external centers of influence in estate and tax planning to perform technical research and stay updated on recent developments.
• Work closely with the Family Office Tax Accountant and other members of the Technical Team to support income tax planning and compliance matters.
• Perform tax projections and tax planning analysis.
• Provide technical oversight and training to the team in financial planning, estate planning, and tax planning.
• Manage multiple projects simultaneously on behalf of the team and our clients.