Partner, Trusts and Estates (high net worth, portable book)

Connect Legal Partners; United States; À distance; USD 400 000 - 750 000; Plein temps

Avantages offerts par ce poste

Full remote working

Résumé du poste

Connect Legal Partners seeks a partner-level trusts and estates practitioner to lead a discretionary practice for high net worth clients. You will own your client portfolio and work with tax and corporate colleagues on broader planning needs.

A portable book of $750K+ is expected, with earnings potential in a high six to seven figures and a majority share of collections on originated work. This role offers full remote working.

Qualifications

• Partner level trusts and estates experience.
• Portable book of $750K or more.
• HNWI/ultra HNWI practice, not volume wills work.

Responsabilités

• Run your own trusts and estates practice for high and ultra high net worth clients.
• Collaborate with tax and corporate colleagues for wider planning needs.
• Originate and develop new client work and manage client relationships.

Connaissances

Trusts and estates experience

Portable book of business

Description du poste

The firm

A partner led platform firm with lawyers across the US and a private client practice serving wealthy families.

The role

You will run your own trusts and estates practice for high and ultra high net worth clients, with tax and corporate colleagues on hand for the wider planning, business and succession needs of your clients.

What you will need

• Partner level trusts and estates experience
• A portable book of $750K or more
• A high net worth or ultra high net worth practice, not volume wills work

What is on offer

Earnings of $400K to $750K linked to collections, a majority share of collections on work you originate, a wealthy client base, cross selling with tax and corporate and full remote working.

Connect Legal Partners is handling this search.