Trusts & Estates Partner

Trusts & Estates Partner | Private Client Services | Portable Book of Business

Location: New York

A nationally recognized AmLaw firm with a premier private client practice, is seeking an accomplished Trusts & Estates Partner with a portable book of business to join its expanding Private Client Services group.

This is an exceptional opportunity for an entrepreneurial partner looking to grow a sophisticated private wealth practice within a collaborative platform serving high-net-worth individuals, family offices, business owners, fiduciaries, charitable organizations, and multigenerational families.

We are seeking partners with experience in:

• Wealth Transfer & Gift Tax Planning
• Business Succession Planning
• Family Office Representation
• Fiduciary Counseling
• Fiduciary Litigation
• Charitable Planning & Private Foundations
• Cross-Border Wealth Planning
• Estate Planning for Closely Held Businesses
• Tax Planning for High-Net-Worth Individuals

Ideal Candidate

• Partner currently practicing at a law firm.
• Demonstrated portable book of business.
• Established relationships with high-net-worth individuals, families, family offices, closely held businesses, trustees, or fiduciaries.
• Proven ability to originate and grow client relationships.
• Collaborative approach to serving clients with sophisticated wealth planning needs.

Why Consider This Opportunity?

• Join a highly regarded private client platform representing ultra-high-net-worth individuals, entrepreneurs, family offices, charitable organizations, and fiduciaries.
• Work alongside experienced trusts and estates, tax, litigation, and corporate attorneys to deliver comprehensive private wealth solutions.
• Access a collaborative national and international platform capable of supporting sophisticated domestic and cross-border planning matters.
• Competitive compensation with long-term growth opportunities.
• Strong commitment to partner integration, business development, and cross-selling opportunities.

If you are considering a strategic lateral move—or would simply like to have a confidential discussion regarding today's private client market,we welcome the opportunity to connect.

All inquiries will be handled with the strictest confidence.