. Experience in high-net-worth trust and estates administration, estate planning, probate, gift tax, asset protection, succession... planning, federal estate tax returns preferred Must have strong interpersonal skills, ability to work in a positive...
from an accredited college/university. A CPA or licensed attorney is strongly preferred. A minimum of 5 years of relevant experience... of clients' fund partnership vehicles focused on private equity, infrastructure, private debt, and real estate investments. Work...
from an accredited college/university. A CPA or licensed attorney is strongly preferred. A minimum of 5 years of relevant experience... of clients' fund partnership vehicles focused on private equity, infrastructure, private debt, and real estate investments. Work...