Attorney

Career Legal; Wisconsin; On-site; USD 150,000 - 230,000; Full time

Job summary

Career Legal in Wisconsin seeks a sophisticated trusts and estates attorney to advise UHNW individuals and families on complex estate planning, tax minimization, asset protection and succession strategies. The role emphasizes multi-generational stewardship and long-term impact over short-term metrics.

The candidate will provide fractional family office services, multi-generational wealth governance, and strategic structuring, while building deep relationships across complex legal and financial

Qualifications

• Experience in high-net-worth estate planning and trust administration.
• Knowledge of tax minimization strategies and family office structures.
• Strong client relationship skills and ability to manage multi-generational wealth strategies.

Responsibilities

• Advise UHNW individuals and families on complex estate planning and tax minimization.
• Provide fractional and outsourced family office services and governance structures.
• Build deep, enduring relationships with prominent families as a trusted confidant.

Skills

Estate planning

Trust administration

Tax strategies

Family office

Job description

Salary commensurate with experience

We are representing a premier, boutique wealth planning and family office legal practice in Wisconsin that operates with a selective, relationship-first mindset. Unlike traditional law firms focused on headcount and billable quotas, this firm is not hiring to fill an open seat. Instead, leadership is seeking a uniquely aligned attorney to join their high-level practice as part of an opportunistic, strategic expansion.

This is an exceptional fit for a sophisticated trusts and estates counselor who prioritizes client impact, multi-generational stewardship, and long-term purpose over short-term financial metrics.

Core Practice & Responsibilities

• Advise ultra-high-net-worth (UHNW) individuals, business owners, and multi-generational families on complex estate planning, tax minimization, asset protection and succession strategies.
• Provide sophisticated fractional and outsourced family office services, multi-generational wealth governance and strategic structuring.
• Build and manage deep, enduring relationships with prominent families, acting as a key confidant across complex legal, financial and personal dynamics.

Candidate Qualifications & Mindset

• Demonstrates a true abundance mindset - driven primarily by purpose, client impact and mission-aligned work rather than immediate financial maximization (with an understanding that compensation reflects performance and value).
• High emotional intelligence, authentic kindness and strong intellectual curiosity.
• Substantial experience in high-net-worth estate planning, trust administration, tax strategies, and/or family office structures.