Partner - Private Client & Family Office | Tax, Trusts & Estates

Oculus Group; Fort Lauderdale (FL); Remote; USD 500,000 - 1,500,000; Full time

Job summary

Oculus Group is representing an established global law firm with a distributed, collaborative practice model seeking experienced Private Client, Trusts & Estates, and Tax Partners with established client relationships and portable practices.

This opportunity targets attorneys advising high-net-worth and ultra-high-net-worth individuals, family offices, business owners, and multigenerational families looking to expand their practices through collaboration with colleagues across complementary

Qualifications

• Experienced Partner with an established private client, estate planning, tax, or family office advisory practice.
• Portable book of business ideally $750,000+ annually.
• Experience in sophisticated estate and tax planning, and cross-border matters.

Skills

Private Client

Estate Planning

Tax Advisory

Family Office

Business Development

Job description

Private Client & Family Office Partner | Tax, Trusts & Estates | Distributed Law Firm

Location: United States — Remote / Distributed

Level: Partner

The Opportunity

Oculus Group is representing an established global law firm with a distributed, collaborative practice model seeking experienced Private Client, Trusts & Estates, and Tax Partners with established client relationships and portable practices.

This opportunity is particularly attractive to attorneys advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, family offices, business owners, and multigenerational families who are interested in expanding their practices through collaboration with attorneys across complementary disciplines.

Ideal Candidate Profile

• Experienced Partner with an established private client, estate planning, tax, or family office advisory practice.
• Portable book of business ideally $750,000+ annually.
• Experience in one or more of the following:
• Sophisticated estate and tax planning.
• Trust formation, administration, and fiduciary matters.
• Family office representation and governance.
• Business succession and generational wealth transfers.
• Gift, estate, and generation-skipping transfer tax planning.
• International private wealth and cross-border tax planning.
• Charitable planning, foundations, and philanthropic structures.
• Estate and trust controversies.
• Established relationships with HNW/UHNW individuals, family offices, business owners, wealth advisors, or financial institutions.
• Demonstrated business development and client relationship management capabilities.

Why Explore This Opportunity?

• Distributed national law firm model with geographic flexibility.
• Opportunity to collaborate with Corporate/M&A, Real Estate, Tax, Finance, and Investment Management attorneys.
• Greater autonomy in managing client relationships and developing a private client practice.
• Access to operational and administrative infrastructure.
• Alternative to traditional law firm organizational and economic structures.

Confidential Discussions

We welcome confidential inquiries from established Private Client, Family Office, Tax, and Trusts & Estates Partners considering a change in platform or seeking opportunities to expand their practices.

All inquiries will be treated confidentially. Candidate information will not be presented without prior authorization.