Private Wealth Services Associate

LJW Solutions; Richmond (VA); Sur place; USD 110 000 - 180 000; Plein temps

Résumé du poste

LJW Solutions in Richmond, VA is seeking a Private Wealth Services Associate with 1–4 years of experience to support sophisticated estate planning, trusts and tax matters for high-net-worth individuals and families. You will draft trusts, assist with estate administration, and collaborate with partners across tax, corporate and private wealth teams to deliver seamless client service.

This junior-to-mid-level role emphasizes hands-on training, strong drafting skills, and meaningful client

Qualifications

• 1–4 years of private wealth experience or equivalent law firm exposure.
• Experience in estate planning and trusts.
• Excellent drafting and communication skills.

Responsabilités

• Advise individuals and families on sophisticated estate planning.
• Draft trusts and other estate-planning documentation.
• Assist with trust and estate administration.
• Advise on estate, gift and fiduciary tax considerations.
• Support business succession planning.
• Advise owners of closely held businesses.
• Work on charitable planning and matters involving foundations and charitable organisations.
• Work collaboratively with attorneys across tax, corporate and private wealth disciplines.

Connaissances

Estate planning knowledge

Trusts experience

Drafting skills

Client communication

Formation

Juris Doctor (JD)

Description du poste

Private Wealth Services Associate (1–4 years)

Richmond, Virginia

The Opportunity

A leading national law firm is seeking a Private Wealth Services Associate to join its established Richmond practice.

The team advises high-net-worth individuals, families, closely held businesses and charitable organisations on sophisticated estate planning, trusts, estate administration, tax and business succession matters.

This is an excellent opportunity for a junior-to-mid-level private client attorney seeking sophisticated work, strong training and significant client exposure.

Responsibilities

• Advise individuals and families on sophisticated estate planning.
• Draft trusts and other estate-planning documentation.
• Assist with trust and estate administration.
• Advise on estate, gift and fiduciary tax considerations.
• Support business succession planning.
• Advise owners of closely held businesses.
• Work on charitable planning and matters involving foundations and charitable organisations.
• Work collaboratively with attorneys across tax, corporate and private wealth disciplines.

Candidate Requirements

• 1–4 years of relevant private wealth experience.
• Experience in estate planning and trusts.
• Trust and estate administration experience preferred.
• Exposure to business succession and fiduciary matters beneficial.
• Strong academic credentials.
• Excellent drafting and communication skills.