Elite Trusts & Estates Partner | Portable Book

Platinum Legal Search Group, LLC; New York (NY); On-site; USD 450,000 - 800,000; Full time

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

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.