Estate & Tax Planning Legal Counsel

Estate and Tax Planning Sr. Legal Counsel 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. Estate and Tax Planning Pillar Overview: The Estate and Tax Planning (ETP) Pillar is responsible for delivering innovative solutions to help the Dalio family achieve their financial, philanthropic, and personal goals. ETP is a cross-disciplinary pillar whose initiatives frequently involve partnership with internal Trust, Investment, Finance, Legal, and other pillars as well as with external counsel and advisors.

Position Summary: Our Estate and Tax Planning Pillar is seeking an Attorney to support the design and implementation of estate and tax planning strategies including best in class estate plans. The Legal Associate will manage a diverse portfolio of planning projects and work closely with the Pillar Head on tax and planning matters.

Responsibilities

would include a combination of the following: Work closely with the Pillar Head to develop and implement sophisticated estate and tax planning strategies for family members, trusts and other related entities Liaise with outside counsel and other external advisors to develop and implement a diverse portfolio of estate and tax planning projects, including: Preparing project charters, managing risk and providing regular status updates to Pillar leadership and stakeholders Review documents prepared by outside counsel to ensure accuracy and alignment with client goals Manage budgeting and related spend along with ensuring engagement letters are fully executed in coordination with Legal Pillar Drive the implementation of ETP strategies across various other pillars in the organization Ensure that each family member has executed estate planning documents that are regularly updated Lead the administration of any estate planning strategies, such as annual gifts, GRATs and other wealth transfer techniques, and the administration of any estates, including coordination with Trust pillar, trustees, CPAs, attorneys and financial advisors Manage the planning needed to incorporate life events, including births and marriages Serve on cross-disciplinary teams for special projects, bridging tax planning, tax compliance, finance and accounting, and other business considerations Manage library of summaries of significant estate documents, entities or related structures Monitor changes in relevant laws and regulations; advise internal teams of potential impact and strategic changes needed to respond to changes Apply for this role if you: Are inquisitive and proactive in identifying legal issues & risks and proposing creative and effective solutions which effectively balance risk Have excellent interpersonal and communication skills; ability to work independently and meet tight deadlines in a fast-paced, dynamic and demanding environment Are comfortable with ambiguity, articulate with explanations, and not afraid to call balls and strikes Have a high level of integrity, discretion, and professionalism 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.