Trusts & Estates Partner - Private Wealth Growth

Platinum Legal Search Group, LLC; New York (NY); On-site; USD 1,200,000 - 1,800,000; Full time

Benefits offered by this job

Competitive compensation

Growth opportunities

Job summary

Platinum Legal Search Group, LLC is seeking a Trusts & Estates Partner with a portable book of business to join its Private Client Services group in New York.

The ideal candidate will originate and grow client relationships with high-net-worth individuals, families, and family offices, while collaborating with trusts, tax, and litigation attorneys to deliver sophisticated private wealth solutions.

Qualifications

• Partner currently practicing at a law firm.
• Demonstrated portable book of business.
• Established relationships with high-net-worth individuals and families.
• Proven ability to originate and grow client relationships.
• Collaborative approach to serving sophisticated wealth planning needs.

Responsibilities

• Develop and grow a private wealth practice within a national/international platform.
• Counsel on wealth transfer, gift tax planning, and charitable planning.
• Collaborate with trusts, tax, litigation, and corporate attorneys to provide private wealth solutions.

Skills

Portable book of business

Business development

Client relationship mgmt

Collaborative approach

Job description

Platinum Legal Search Group, LLC is seeking a Trusts & Estates Partner with a portable book of business to join its Private Client Services group in New York.

The ideal candidate will originate and grow client relationships with high-net-worth individuals, families, and family offices, while collaborating with trusts, tax, and litigation attorneys to deliver sophisticated private wealth solutions.