Key Private Bank Estate Planning Advisor

Provide comprehensive estate planning guidance to high-net-worth individuals and families, crafting tax-efficient wealth transfer strategies that preserve legacies while minimizing estate exposure. Build trusted relationships with clients, family offices, and referral sources, and collaborate with attorneys, accountants, financial advisors, and Key Private Bank teams. Serve as an in-market SME, staying current on estate laws and tax regulations, and educate stakeholders through consultations, seminars, and workshops.