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

Oculus Group; Texas; Remote; USD 650,000 - 900,000; Full time

Job summary

Oculus Group represents an established global law firm with a distributed, collaborative practice model seeking experienced Private Client, Trusts & Estates, and Tax Partners.

Ideal candidates will have an established portable book of business and a track record in sophisticated estate planning, cross-border tax, and family office advisory.

This role offers geographic flexibility within a national remote framework, autonomy to grow a private client practice, and access to shared resources.

Qualifications

• Established partner with private client, estate planning, tax, or family office advisory practice.
• Portable book of business ideally $750,000+ annually.
• Experience in international private wealth and cross-border tax planning.
• Strong client relationship management and business development capabilities.
• Established relationships with HNW/UHNW clients, family offices, wealth advisors, or financial institutions.

Responsibilities

• Advise HNW/UHNW clients on private client, estate planning, tax, and family office matters.
• Grow and manage a portable book of business; develop client relationships.
• Collaborate with cross-disciplinary teams across the firm.
• Represent and counsel clients in wealth transfer and governance matters.

Skills

Private Client practice

Estate planning

Tax law

Family office advisory

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.