Trusts & Estates Partner

Platinum Legal Search Group, LLC; New York (NY); On-site; USD 250,000 - 350,000; Full time

Job summary

Platinum Legal Search Group, LLC represents a nationally recognized AmLaw firm seeking a Trusts & Estates Partner with a portable book of business to join its Private Client Services group in New York. This entrepreneurial partner will work with seasoned trusts and estates, tax, litigation and corporate counsel to deliver comprehensive private wealth solutions for ultra-high-net-worth individuals, families, and family offices.

Qualifications

• Partner currently practicing at a law firm.
• Demonstrated portable book of business.
• Established relationships with high-net-worth individuals, families, family offices, closely held businesses, trustees, or fiduciaries.
• Proven ability to originate and grow client relationships.
• Collaborative approach to serving clients with sophisticated wealth planning needs.

Responsibilities

• Wealth transfer, gift tax planning
• Business succession planning
• Family office representation
• Fiduciary counseling
• Fiduciary litigation
• Charitable planning & private foundations
• Cross-border wealth planning
• Estate planning for closely held businesses
• Tax planning for high-net-worth individuals

Skills

Portable book of business

Client development

Wealth planning

Job description

Trusts & Estates Partner | Private Client Services | Portable Book of Business

Location: New York

A nationally recognized AmLaw firm with a premier private client practice, is seeking an accomplished Trusts & Estates Partner with a portable book of business to join its expanding Private Client Services group.

This is an exceptional opportunity for an entrepreneurial partner looking to grow a sophisticated private wealth practice within a collaborative platform serving high-net-worth individuals, family offices, business owners, fiduciaries, charitable organizations, and multigenerational families.

We are seeking partners with experience in:

• Wealth Transfer & Gift Tax Planning
• Business Succession Planning
• Family Office Representation
• Fiduciary Counseling
• Fiduciary Litigation
• Charitable Planning & Private Foundations
• Cross-Border Wealth Planning
• Estate Planning for Closely Held Businesses
• Tax Planning for High-Net-Worth Individuals

Ideal Candidate

• Partner currently practicing at a law firm.
• Demonstrated portable book of business.
• Established relationships with high-net-worth individuals, families, family offices, closely held businesses, trustees, or fiduciaries.
• Proven ability to originate and grow client relationships.
• Collaborative approach to serving clients with sophisticated wealth planning needs.

Why Consider This Opportunity?

• Join a highly regarded private client platform representing ultra-high-net-worth individuals, entrepreneurs, family offices, charitable organizations, and fiduciaries.
• Work alongside experienced trusts and estates, tax, litigation, and corporate attorneys to deliver comprehensive private wealth solutions.
• Access a collaborative national and international platform capable of supporting sophisticated domestic and cross-border planning matters.
• Competitive compensation with long-term growth opportunities.
• Strong commitment to partner integration, business development, and cross-selling opportunities.

If you are considering a strategic lateral move—or would simply like to have a confidential discussion regarding today's private client market,we welcome the opportunity to connect.

All inquiries will be handled with the strictest confidence.