Does anyone have any experience/insight to share on the captioned role/profession within PWM? The main strategies would involve dealing with HNW clients who also own small businesses: -Determining estate tax liability and recommending estate preservation strategies via insurance contracts -Restructuring shareholder agreements by Utilizing Buy-Sell, Key Person, Cross Purchase, etc. -Estate freezes, Spousal put/call options -Structuring tax efficient flow of funds from opco to holdco to the individual via capital dividends -Front end/back end leveraging strategies for liquidity -Retirement compensation arrangements -Charitable giving -Trusts (testamentary/inter-vivos) these are just some of the strategies at the disposal. Would you take this offer? pros/cons long term? This is a senior role and would come with a decent raise within the same company.
shouldn’t attorneys be doing this stuff