Remote Trusts & Estates Partner — Elite Private Wealth

Wintermeyer Ventures

New York (NY)

À distance

USD 400 000 - 750 000

Plein temps

Il y a 35 heures
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Résumé du poste

Wintermeyer Ventures seeks an established Trusts & Estates Partner to grow its private wealth and family office practice. You will advise high-net-worth clients on complex, multi-jurisdictional wealth planning, collaborating with colleagues across related practices.

Remote role with a primary location in New York, NY; candidates with client bases in FL, TX, NY, or CA are encouraged. Requires 8+ years, a JD, and an entrepreneurial approach to growth.

Qualifications

  • 8+ years of legal experience in trusts and estates.
  • Partner-level experience or clear path to partnership in trusts and estates.
  • Demonstrated experience in complex estate and wealth transfer planning.
  • Cross-border planning experience is ideal.
  • Collaborative, entrepreneurial approach to practice growth.

Responsabilités

  • Lead and grow a partner-level trusts and estates practice.
  • Advise high-net-worth and ultra-high-net-worth individuals and families on estate, gift, and wealth transfer planning.
  • Structure and counsel family offices and private investment entities.
  • Advise on trust formation, administration, and fiduciary matters.
  • Develop succession plans for closely held businesses and investment structures.
  • Address cross-border and international estate planning issues.
  • Coordinate with tax, corporate, real estate, and litigation colleagues to deliver integrated client service.
  • Build lasting relationships with clients and their professional advisors while developing new business.

Formation

Juris Doctor degree

Description du poste

Wintermeyer Ventures seeks an established Trusts & Estates Partner to grow its private wealth and family office practice. You will advise high-net-worth clients on complex, multi-jurisdictional wealth planning, collaborating with colleagues across related practices.

Remote role with a primary location in New York, NY; candidates with client bases in FL, TX, NY, or CA are encouraged. Requires 8+ years, a JD, and an entrepreneurial approach to growth.

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