Private Wealth Partner

Interlink Talent Solutions; Los Angeles (CA); On-site; USD 400,000 - 800,000; Full time

Job summary

Interlink Talent Solutions is assisting a respected national law firm in Los Angeles to recruit a Private Wealth Partner. The role focuses on sophisticated wealth planning for high-net-worth individuals, families, and closely held businesses, with a multidisciplinary platform and a track record of technical excellence.

The partner will advise on complex estate, gift and generation-skipping tax planning, lead business development, and collaborate across tax, corporate and litigation teams to grow

Qualifications

• J.D. from an accredited law school and California Bar admission.
• Extensive experience advising high-net-worth individuals, families and family offices on trusts and estates.
• Strong knowledge of estate, gift and income tax planning.
• Proven business development with an existing client base or track record.
• Collaborative approach and ambition to grow within a national private wealth platform.
• Desire to join leading private wealth practice with national platform.
• Access to an integrated national platform with tax, corporate, litigation and private client services.
• Work on sophisticated domestic and international wealth planning and estate administration.
• Competitive partner compensation and a supportive environment for growth.

Responsibilities

• Advise high-net-worth individuals, families, family offices and business owners on sophisticated estate, gift and generation-skipping transfer tax planning.
• Design wealth preservation, business succession and philanthropic planning strategies.
• Counsel clients on domestic and international estate planning, trust structures and multijurisdictional wealth transfer matters.
• Represent trustees, beneficiaries and fiduciaries in the administration of complex estates and trusts.
• Work closely with colleagues across tax, corporate, litigation and other specialist practice areas to provide seamless, strategic advice.

Skills

Business development

Client relationship management

Estate planning knowledge

Cross-disciplinary collaboration

Education

J.D. from an accredited law school

Admission or ability to obtain California Bar admission

Job description

An exceptional opportunity has arisen for an experienced Private Wealth Partner to join the Los Angeles office of a highly regarded national law firm with a nationally recognised private wealth practice. The team advises high-net-worth individuals, family offices, entrepreneurs, executives and closely held businesses on complex wealth preservation, estate planning and succession matters. With a collaborative, multidisciplinary platform and an established reputation for technical excellence, the firm offers an outstanding environment for partners looking to expand their practice.

Responsibilities:

• Advise high-net-worth individuals, families, family offices and business owners on sophisticated estate, gift and generation-skipping transfer tax planning.
• Design and implement wealth preservation, business succession and philanthropic planning strategies.
• Counsel clients on domestic and international estate planning, trust structures and multijurisdictional wealth transfer matters.
• Represent trustees, beneficiaries and fiduciaries in the administration of complex estates and trusts.
• Work closely with colleagues across tax, corporate, litigation and other specialist practice areas to provide seamless, strategic advice.

Qualifications:

• J.D. from an accredited law school and admission, or ability to obtain admission, to the California Bar.
• Significant experience advising high-net-worth individuals, families and family offices on sophisticated trusts and estates matters.
• Strong technical knowledge of estate, gift and income tax planning.
• Demonstrated business development skills with an established client base or a clear track record of developing client relationships.
• A collaborative approach and the ambition to grow within a nationally recognised private wealth platform.
• Join one of the country's leading private wealth practices with a strong reputation for advising affluent individuals, family offices and privately held businesses.
• Access an integrated national platform with leading practitioners across tax, corporate, litigation and private client services.
• Work on sophisticated domestic and international wealth planning, succession and estate administration matters.
• Competitive partner compensation with a supportive environment for practice growth.