Private Client Attorney with Portable Book

The Misch Group; New York (NY); On-site; USD 300,000 - 1,000,000; Full time

Benefits offered by this job

National platform

Onboarding process

Operational support

Acquisitions growth

Confidential interviews

Job summary

The Misch Group seeks an experienced private client attorney to manage or influence a substantial client book in estate planning, trust administration or private client services.

Ideal candidates have seven to ten years of experience and a portable book of approximately ten million dollars or more in client assets. The role offers a high-visibility platform, partnership opportunities, and a confidential client transition within a national firm environment.

Qualifications

• 7–10 years of experience in trust and estate law.
• Experience with private client advisory and related fields.
• Strong ability to manage high net worth client relationships.

Responsibilities

• Providing estate planning, trust administration and private client legal services
• Advising high net worth clients, families and business owners
• Managing and expanding a book of client relationships
• Coordinating with internal tax, investment and planning professionals
• Supporting the integration of acquired agencies or books of business
• Ensuring compliance with legal, ethical and fiduciary requirements
• Building long-term relationships rooted in planning and generational strategy

Skills

Estate planning

Trust administration

Private client advisory

Client relationship management

Job description

Private Client Attorney with Portable Book

Department: Insurance & Financial Services

Employment Type: Full Time

Location: New York

Compensation: $300,000 - $1,000,000 / year

Description

We are seeking experienced attorneys who currently manage or influence approximately ten million dollars or more in client assets, or who maintain a strong book of long-term client relationships within estate planning, trust administration or private client services.

This role is ideal for attorneys who want:

• A larger and more sophisticated platform for their clients


• A smooth and confidential transition for clients


• Support with practice management, compliance and operational oversight


• A clear pathway for succession planning or long-term partnership


• A firm capable of integrating smaller books and agencies into a unified structure

Our firm successfully absorbs smaller practices and provides the administrative, legal and operational framework to help attorneys focus on client service rather than back-office work.

Key Responsibilities

Responsibilities may include:

• Providing estate planning, trust administration and private client legal services


• Advising high net worth clients, families and business owners


• Managing and expanding a book of client relationships


• Coordinating with internal tax, investment and planning professionals


• Supporting the integration of acquired agencies or books of business


• Ensuring compliance with legal, ethical and fiduciary requirements


• Building long-term relationships rooted in planning, generational strategy and client care

Our structure supports both client transition and business development while reducing administrative burden on incoming attorneys.

Ideal candidates bring:

• A minimum of seven to ten years of experience in trust and estate law, private client advisory or related fields


• A portable client book of approximately ten million dollars or more in client assets or equivalent relationship value


• Strong communication skills and the ability to manage long-term client relationships


• Experience supporting high net worth individuals, families, or business owners


• A planning focused, client centric mindset


• An interest in joining a firm that is actively acquiring smaller books and practices and integrating them into a cohesive platform

We support attorneys who want to scale their practice, simplify operations or transition out of a solo or small-agency environment.

Skills, Knowledge and Expertise

Ideal candidates bring:

• A minimum of seven to ten years of experience in trust and estate law, private client advisory or related fields


• A portable client book of approximately ten million dollars or more in client assets or equivalent relationship value


• Strong communication skills and the ability to manage long-term client relationships


• Experience supporting high net worth individuals, families, or business owners


• A planning focused, client centric mindset


• An interest in joining a firm that is actively acquiring smaller books and practices and integrating them into a cohesive platform

We support attorneys who want to scale their practice, simplify operations or transition out of a solo or small-agency environment.

Benefits

Compensation is structured based on:

• Experience


• Client book size and relationship value


• Fee revenue


• Integration needs


• Long-term potential for partnership or equity

Becoming part of our firm provides:

• Immediate access to a national client service platform


• A structured process for onboarding and transitioning client relationships


• Operational support that reduces administrative work


• Strategic help with acquisitions, book integration and long-term growth


• Collaboration with attorneys, planners and advisors who support high net worth clients


• A confidential introduction and interview process with firm leadership

Most attorneys who join us secure multiple conversations and interviews within the first one to two weeks.

Models vary and may include salary, incentive structures tied to client assets, and long-term participation in firm growth.