Strategist

• Advise ultra-high-net-worth families, business owners, and multigenerational households, often with $10MM to $50MM+ in net worth
• Develop and implement sophisticated estate, trust, tax, wealth transfer, business succession, and asset protection strategies
• Review existing estate planning structures and identify opportunities to enhance wealth preservation and transfer outcomes
• Partner with Wealth Advisors, Trust Officers, Investment Advisors, attorneys, and CPAs to deliver integrated planning solutions
• Serve as a subject matter expert on fiduciary, trust, estate, and wealth transition matters
• Conduct research and provide technical guidance on complex planning issues
• Author thought leadership content and participate in client seminars, educational events, and professional advisor programs
• Manage ongoing planning relationships for a select group of approximately 50 affluent families
• Support clients and partners throughout the Metro New York City market

Explore Senior Wealth Strategist at M&T Bank. Review requirements and application details.

Senior Wealth Strategist

• Advise ultra-high-net-worth families, business owners, and multigenerational households, often with $10MM to $50MM+ in net worth
• Develop and implement sophisticated estate, trust, tax, wealth transfer, business succession, and asset protection strategies
• Review existing estate planning structures and identify opportunities to enhance wealth preservation and transfer outcomes
• Partner with Wealth Advisors, Trust Officers, Investment Advisors, attorneys, and CPAs to deliver integrated planning solutions
• Serve as a subject matter expert on fiduciary, trust, estate, and wealth transition matters
• Conduct research and provide technical guidance on complex planning issues
• Author thought leadership content and participate in client seminars, educational events, and professional advisor programs
• Manage ongoing planning relationships for a select group of approximately 50 affluent families