Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - Dallas or Houston job opportunity at Goldman Sachs.

Home Jobs Strategist Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - Dallas or Houston position at Goldman Sachs


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Goldman Sachs Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Strategist, Vice President - Dallas or Houston
Requires: 1-year - XP
Pattern: full-time
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Bachelor's (LLB)
Dallas, Texas, United States Of America
Dallas, Texas....United States Of America

Act as a senior subject matter expert in assisting high net worth clients from an income, trust and estate and tax planning perspective. __ Advise individuals and families on all aspects of the transmission of #wealth, including tax-efficient estate planning structures, sophisticated lifetime gifting #strategies, the transfer of closely held businesses, charitable giving and the #administration and restructuring of trusts. __ Counsel clients on asset protection techniques and implementation. __ Interface with Trustees, Attorneys, Accountants, and other advisors and professional bodies in respect to private clients’ wealth planning. __ Develop philanthropic goals and implement related structures (e.g., DAF, private foundations). __ Formalize #financial goals and put into action a plan to achieve those goals. Presentation of internal educational seminars to Private Wealth #Management teams.

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