Private Wealth Services Associate – NY

GT Restructuring; New York (NY); On-site; USD 310,000 - 420,000; Full time

Benefits offered by this job

Health insurance

401k

Paid time off

Discretionary bonus

Commuter and Transit programs

Job summary

GT Restructuring is looking for a mid-level associate with 4-7 years of experience to join their New York office. This role involves advising high-net-worth individuals on estate planning and wealth transfer strategies. Candidates should possess strong drafting skills and familiarity with estate administration.

The expected salary ranges from $310,000 to $420,000, with potential for bonuses and comprehensive benefits including health insurance, 401k, and paid time off.

Qualifications

• 4–7 years of experience in trusts and estates or private wealth services at an Am Law firm.
• Strong background in advising high-net-worth individuals.
• Experience in estate and trust administration preferred.

Responsibilities

• Advise high-net-worth individuals and families on estate and tax planning strategies.
• Structure and implement sophisticated estate plans.
• Counsel clients on wealth preservation and philanthropic planning.
• Assist with estate and trust administration.
• Collaborate with colleagues across various practices.

Skills

Estate planning and wealth transfer strategies

Drafting complex estate planning documents

Analytical skills

Strong writing skills

Client relationship management

Education

Admission to the New York Bar

Excellent academic credentials

Job description

The Private Wealth Services group is seeking a mid-level associate (4–7 years of experience) to join its New York office. The group advises high-net-worth individuals, families, fiduciaries, and closely held business owners on sophisticated estate planning, wealth transfer strategies, and related tax matters.

Key Responsibilities

• Advise high-net-worth individuals and families on estate and tax planning strategies, including gift, estate, and generation‑skipping transfer tax matters
• Structure and implement sophisticated estate plans (wills, revocable and irrevocable trusts, family limited partnerships, LLCs, etc.)
• Counsel clients on wealth preservation, business succession planning, and philanthropic planning
• Assist with estate and trust administration, including post‑mortem tax planning
• Work on cross‑border and multi‑jurisdictional planning matters where applicable
• Collaborate with colleagues across corporate, tax, and real estate practices to deliver integrated solutions
• Participate in client development and maintain strong client relationships

Qualifications

• 4–7 years of experience in trusts and estates / private wealth services at an Am Law firm or leading boutique
• Strong background in estate planning and wealth transfer strategies for high‑net‑worth individuals
• Experience drafting complex estate planning documents independently
• Exposure to estate and trust administration is preferred
• Excellent academic credentials and strong writing/analytical skills
• Admission to the New York Bar (or ability to waive in)

Expected Pay Range and Benefits

Salary Range: $310,000 - $420,000. Salary will be determined based upon education, experience, job related factors permitted by law, internal equity, and market data, including geographic pay differentials in locations where market pay differs from the national average. Full time employees may be eligible for a discretionary bonus, health insurance with an optional HSA, short term disability, long term disability, dental insurance, vision care, life insurance, Healthcare and Dependent Care Flexible Spending Accounts, 401K, vacation, sick time, and an employee assistance program. Additional voluntary programs include: voluntary accident insurance, voluntary life, voluntary disability, voluntary critical illness and cancer insurance and pet insurance. Commuter and Transit programs may also be available in certain markets.

GT is an EEO employer with an inclusive workplace committed to merit‑based consideration and review without regard to an individual’s race, sex, or other protected characteristics and to the principles of non‑discrimination on any protected basis.