Trusts & Estates Partner

Wintermeyer Ventures; New York (NY); Remote; USD 400,000 - 750,000; Full time

Job summary

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.

Responsibilities

• 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.

Education

Juris Doctor degree

Job description

About the Role

A national legal services firm is seeking an established Trusts & Estates Partner to grow its private wealth and family office practice. You will advise clients on complex, multi-jurisdictional, and multigenerational wealth planning, working collaboratively with colleagues across complementary legal practices.

What You'll Do

• 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.

What We're Looking For

• At least 8 years of legal experience, including partner-level experience or a clear path to partnership in trusts and estates.
• A substantial, portable client base and a practice focused on sophisticated high-net-worth and ultra-high-net-worth planning, not high-volume or commoditized work.
• Demonstrated experience in complex estate and wealth transfer planning.
• Experience with family offices or private investment structures and, ideally, cross-border planning.
• A Juris Doctor degree from an accredited law school.
• A collaborative, entrepreneurial approach to practice growth and cross-practice client service.
• Existing professional relationships with accountants, wealth managers, or financial advisors are beneficial.

Compensation & Benefits

Annual salary range: $400,000 to $750,000. Visa sponsorship is not available.

Location

Remote, with a primary location in New York, NY. Candidates with a geographic presence or client base in Florida, Texas, New York, or California are sought.