Job Description

Job Description

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:

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

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

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

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