Manages Ultra High Net Worth relationships in accordance with the terms of the various governing documents, applicable law, and consistent with the needs of the principals, income beneficiaries, and remaindermen. Reviews, analyzes and interprets documents for direction; evaluates accounts for completeness and accuracy, monitors and reviews account transactions, responds t

Provides individual, one on one financial counseling and group presentations to physicians at all stages of their career. Such counseling includes the following Providing information and advice to make sure physicians are taking advantage of all Henry Ford Health retirement deferral opportunities. Providing direction with respect to making sure physicians have designated