Senior Advanced Planning Advisor

Stone Owl Family Office is a leading provider of strategic financial solutions for businesses and high-net-worth individuals. We specialize in corporate tax planning, insurance strategies, and financial structuring to help our clients grow and protect their wealth. As we continue to expand, we are looking for a Senior Advanced Planning Advisor to join our team and play a key role in delivering customized tax-efficient wealth strategies to our clients.

As a Senior Advanced Planning Advisor, you will work closely with our cross-disciplinary team to guide business owners and their families through complex estate, succession, and corporate planning challenges. This role is about more than product – it’s about leadership, relationships, and helping clients make decisions that stand the test of time.

Responsibilities

• Partner with HNW clients and their advisors to uncover goals and architect bespoke insurance solutions aligned with succession, estate, and tax pl...