Manager, Wealth Planning Advisor

Manager, Wealth Planning Advisor

Dalio Family Office

Dalio Family Office Overview:

The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO’s culture is built around meaningful work and meaningful relationships and the family’s commitment to giving back. The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi.

Position Summary:

The Manager, Wealth Planning Advisor sits within Global & Strategic Planning (GSP) and supports the design and execution of estate, trust, and wealth-transfer planning for the Dalio Family Office globally. The role provides technical analysis, drafting support, and coordination that turns planning strategy into well-documented, executable structures. The purpose of the role is to serve as a strong wealth planning advisor who advances planning workstreams day to day - preparing analyses, supporting trust and entity structuring, and coordinating with internal Pillars and external advisors — under the direction of Head of Global Strategy & Planning. Success in the role means planning matters move forward with technical rigor and minimal re-work, documentation cleanly reflects the intended plan, and cross-border and trust structures are analyzed and sequenced with sound, detail-oriented judgment.

Day-to-day responsibilities would include a combination of the following:

Wealth Planning Support

• Support the design and refinement of multi-generational estate, gift, and wealth-transfer strategies under the direction of senior GSP leadership.
• Prepare technical analyses, planning memos, and structural options that frame choices and tradeoffs for review.
• Track planning decisions and ensure follow-through from design to executed structure.

Trust Planning & Structuring

• Support the structuring of new trusts and the modification or migration of existing trusts, including cross-border considerations.
• Draft and review planning documents in coordination with external counsel, ensuring accuracy and consistency with the intended plan.
• Help ensure trust planning is integrated with investment, income-tax, and philanthropic considerations.

Global & Cross-Border Planning

• Support estate and structural planning for cross-border matters.
• Assist with residency, citizenship, mobility, and situs analyses as they affect estate, trust, and transfer-tax planning.
• Coordinate U.S. and non-U.S. legal and tax inputs into clear, decision-ready materials.

Cross-Pillar Coordination & Execution

• Coordinate day to day with Tax, Legal, Finance, and external advisors to advance planning initiatives.
• Maintain initiative documentation: objectives, scope, dependencies, decision points, and status.
• Help ensure initiatives produce the intended outcome without turning GSP into a routine execution team.

Technical Rigor & Risk Awareness

• Apply a careful legal, tax, and regulatory lens to estate and trust structures across jurisdictions.
• Flag novel or higher-risk issues for senior review and support “case of first impression” analysis.
• Monitor legislative and regulatory developments relevant to estate, gift, and transfer-tax planning.

Stakeholder & Advisor Interface

• Participate in working sessions with external advisors and internal leaders, ensuring alignment and clean follow-through.
• Provide continuity and institutional context across multi-year matters.
• Additional duties as assigned.

The ideal candidate will possess the following knowledge, skills, attributes, and values:

• Strong drafting, analytical, and organizational skills with high attention to detail and discretion.
• Ability to manage multiple workstreams and coordinate effectively across internal teams and external advisors.

Illustrative Benefits:    

• 100% company paid medical premiums
• 17 company paid holidays
• Friday summer hours
• Monthly community happy hours
• Hybrid work environment
• Free catered food services for in-office days
• Generous PTO offering 
• Casual dress code
• 150% 401(k) match up to $7,500 and 100% match above $7,500 ($15k match limit)
• Gym reimbursement, back up childcare services, insurance, financial, and legal services, and much more!

 

Qualifications:

• D. required; LL.M. in Taxation or Estate Planning or equivalent experience preferred.
• At least 7 years of estate, trust, and wealth-transfer planning experience, ideally within a private client / trusts & estates practice, single family office, financial institution, or other UHNW advisory setting.
• Strong technical grounding in U.S. estate, gift, and generation-skipping transfer tax, trust law, and entity structuring.
• Global / cross-border planning experience is a key requirement, including exposure to residency, situs, and multi-jurisdictional trust and entity matters.
• Experience working within a family office or exposure to ultra-high-net-worth (UHNW) family structures.

 

Compensation:

Compensation for the role includes a competitive salary in the range from $360,000 -$600,000 (inclusive of a merit-based bonus, dependent on years of experience, level of education obtained, as well as applicable skillset) and an excellent benefits package, including  paid time off ranging from 15 to 25 days based on years of service, paid sick and safe leave, dental, vision, life and disability insurance, paid parental time off, birth mother recovery pay, sick family member pay, parental ramp back up program, gym reimbursement and generous employer match for 401k. 

 

Please note we are unable to provide immigration sponsorship for this position.

 

Use of AI in the Application Process:

We recognize that candidates may use AI-enabled tools to assist with resume drafting, application preparation, and interview preparation. Such use is permitted provided all submitted materials accurately reflect the candidate's own qualifications, experience, skills, and work history.

 

Candidates may not submit hidden instructions, embedded prompts, misleading metadata, deceptive content, code, or other materials intended to interfere with or improperly influence the Company's recruiting process or the administration of candidate applications

 

Any attempt to misrepresent qualifications or improperly interfere with the recruiting process may result in disqualification from consideration.

 

 

At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability.