California Private Client Services Partner - $350k Portable Book Req

***Remote***

This firm is exploding! They started in 2024 with 130 partners and are now over 300 and still growing.

If you're a partner who truly wants something different without having the PTSD set in after 6 months, then this is for you.

If the culture where you're currently at is toxic, but you were promised something different in the beginning only to find out it's more of the same, then this is something you should consider.

We are seeking a Private Client Services Partner to join our team. The ideal candidate will reside and practice in California (anywhere). This senior-level role involves expanding our private client practice, advising high-net-worth individuals, families, and fiduciaries on complex estate planning, asset protection, wealth transfer, and tax matters.

***Compensation: This is an equity partner position. Compensation is based on the firm's partner profit-sharing formula and is not salaried.

***A portable book of $350k is required

Transparent, algorithmic-based compensation.

Cloud platform with no office overhead allocation.

The successful candidate will serve as a trusted advisor to clients navigating multi-generational wealth strategies, while also contributing to business development efforts. This is an opportunity to play a pivotal role in shaping the firm's private client offerings in one of the most dynamic markets in the country.

The ideal candidate will have the following qualifications:

Experience advising high-net-worth individuals and families on estate planning, estate and trust administration, asset protection, and tax-efficient wealth transfer strategies.

Demonstrated ability to develop and maintain a book of business, with a strong network of client relationships and referral sources in the California market.

Deep familiarity with California tax and trust law, including community property rules, state income tax planning, and fiduciary litigation considerations.

Experience leading cross-functional teams and collaborating with tax advisors, financial planners, and family office professionals to deliver comprehensive client solutions.

Prior experience at an AmLaw 200, Law360 400, respected regional or sophisticated boutique firm (5 years out or more).

A minimum portable book of $350K is required.