About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and wealth planning for ultra-high-net-worth ($25M+) individuals and business owners. As an independent, fee-based firm, we are committed to helping our clients achieve peace of mind by serving them with the highest level of integrity and ensuring that their business and personal affairs are always in order. The common trait they share is too little time to take care of the strategic and tactical planning needed to secure their financial objectives.
Position Summary: At Legacy, legal and tax strategy is a core part of how we serve our families, and the Legal & Tax Strategist is at the center of that work. In this role, you will serve as the legal and tax resource for client teams working on advanced estate, trust, business succession, and charitable planning. This is a visible, high-impact position: your expertise helps our advisors win and retain client relationships and helps families protect what matters most, building a lasting legacy. The role calls for deep technical expertise and the ability to explain complex issues simply. This is a hands-on role working directly on client matters. You will work closely with outside counsel, who will prepare all documents for execution, so your time goes to strategy and client impact.
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