Estate Planner

--YOURS - Business & Family Advisory--

For a Business & Family Advisory company in Brussels (Louise), LegalUp Talents is looking for an Estate Planner speaking fluently French and/or Dutch & English.

Our client is a Business & Family Advisory company, advising clientele (often international) from a Belgian and/or foreign tax, legal and wealth perspective.

As independent and trusted advisors of choice for families and businesses, they work with Ultra-High Net Worth Individuals (UHNWI’s) & family business owners (FBO’s) to help them plan, structure, manage, sustain and preserve their wealth and success across generations and geographies. 

They blend experience, expertise and imagination to craft and develop uniquely personalised solutions that reflect individual desires and long and short-term needs of businesses and families.

Founded 8 years ago, the company is based in Belgium & Luxembourg and practices throughout Europe, hand in hand with its clients, and has developed a large international network of trusted advisors.

As part of the strengthening of its activities, our client is looking for an Estate Planner to join its team of specialists, in order to continue to offer high value-added wealth solutions to its clients.

Homeworking
Flexibility
Autonomy
Salary
Growing Perspectives




Responsibilities

  • Providing expert advice in Legal & Tax matters to the clients
  • Analysis of personal & professional clients’ assets according to the tax & legal environment
  • Taking into consideration all the elements needed to draft a note or recommendation on Legal & Tax aspects for clients
  • Providing this service in full compliance with the client's interests & applicable regulations 
  • Monitoring International Legal & Tax developments
  • Managing the implementation of the proposed solutions with the various stakeholders (notary, lawyer, bank, accountant etc.)

Must Have

  • Master in Law 
  • Relevant experience in Civil, Tax & Corporate Law  
  • Within a family office, Notary office, private bank, law firm, or consulting company
  • French or Dutch native, English Fluent 
  • Writing, communication & interpersonal skills
  • Excellent analytical, organizational & synthesis skills
  • Autonomous, proactive & rigorous
  • Solutions driven
  • Appetite for numbers

Nice to have

  • Complementary master in Tax and/or Notary
  • Dutch or French knowledge
  • Any other language will be considered an asset

What's great in the job?


✅  Reputed expert team in estate planning & wealth management for (international) UHNWI’s & FBO’s

  Active contribution to the development & training of their employees

  Friendly team where everyone's voice is heard

✅  Autonomy, full flexibility, and good work-life balance

✅  Competitive salary with bonus

  Real growing perspectives as Partner

  Self-Employed or Employee status, full time or part time contract


International
 

Advisory Company


Brussels


International scope


15 People


Reporting to Managing Partner


- This opportunity is handled exclusively by LegalUp Talents, your Tax & Legal Recruitment Partner in Belgium -

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