Attorney (Partner Trusts & Estates BigLaw)

Platinum Legal Search Group, LLC

New York (NY)

On-site

USD 450,000 - 800,000

Full time

2 days ago
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Job summary

Platinum Legal Search Group, LLC is assisting a premier AmLaw firm in New York to recruit a Trusts & Estates Partner with a portable book of business for its Private Client Services group.

The ideal candidate will originate and grow relationships with ultra-high-net-worth individuals, families, and fiduciaries, handling sophisticated wealth planning, cross-border matters, and charitable planning within a collaborative platform.

Qualifications

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

Responsibilities

  • Collaborate with trusts, estates, tax, litigation and corporate attorneys to deliver private wealth solutions.
  • Develop and grow client relationships with ultra-high-net-worth individuals and family offices.
  • Manage cross-border planning matters and complex fiduciary needs.
  • Drive business development and cross-selling within a national/international platform.

Skills

Portable book of business
High-net-worth client development
Fiduciary counseling
Cross-border planning

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:

  • 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.

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