Unknown Company

Private Wealth Partner

los angeles, ca • Posted 1 weeks ago
Onsite Full Time Management & Leadership

An exceptional opportunity has arisen for an experienced Private Wealth Partner to join the Los Angeles office of a highly regarded national law firm with a nationally recognised private wealth practice. The team advises high-net-worth individuals, family offices, entrepreneurs, executives and closely held businesses on complex wealth preservation, estate planning and succession matters. With a collaborative, multidisciplinary platform and an established reputation for technical excellence, the firm offers an outstanding environment for partners looking to expand their practice.

Responsibilities:

  • Advise high-net-worth individuals, families, family offices and business owners on sophisticated estate, gift and generation-skipping transfer tax planning.
  • Design and implement wealth preservation, business succession and philanthropic planning strategies.
  • Counsel clients on domestic and international estate planning, trust structures and multijurisdictional wealth transfer matters.
  • Represent trustees, beneficiaries and fiduciaries in the administration of complex estates and trusts.
  • Work closely with colleagues across tax, corporate, litigation and other specialist practice areas to provide seamless, strategic advice.

Qualifications:

  • J.D. from an accredited law school and admission, or ability to obtain admission, to the California Bar.
  • Significant experience advising high-net-worth individuals, families and family offices on sophisticated trusts and estates matters.
  • Strong technical knowledge of estate, gift and income tax planning.
  • Demonstrated business development skills with an established client base or a clear track record of developing client relationships.
  • A collaborative approach and the ambition to grow within a nationally recognised private wealth platform.
  • Join one of the country's leading private wealth practices with a strong reputation for advising affluent individuals, family offices and privately held businesses.
  • Access an integrated national platform with leading practitioners across tax, corporate, litigation and private client services.
  • Work on sophisticated domestic and international wealth planning, succession and estate administration matters.
  • Competitive partner compensation with a supportive environment for practice growth.

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Private Wealth Partner in los angeles at Unknown Company

This position is listed as full time and onsite.

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