Trusts & Estates Partner (Remote) -R

SIVAD Consulting; États-Unis; À distance; USD 400 000 - 700 000; Plein temps

Résumé du poste

SIVAD Consulting seeks a Trusts & Estates Partner (Remote) to lead a sophisticated private wealth practice for high-net-worth clients across the United States. The role emphasizes bespoke planning, cross-office collaboration, and multi-jurisdictional advisory work.

The incoming partner will leverage an established portable business and work with tax, corporate, real estate, and litigation teams to provide holistic counsel and grow the practice nationally.

Qualifications

• 8+ years as a partner-level attorney in trusts and estates, with high-net-worth clients.
• Experience handling complex estate planning, wealth transfer, and cross-border issues.
• Strong track record of growing a partner-level practice and cross-selling.

Responsabilités

• Lead and grow a partner-level trusts and estates practice.
• Advise high-net-worth and ultra-high-net-worth families on complex planning.
• Structure family offices and private investment entities.
• Counsel on trust formation, administration, and fiduciary matters.
• Develop succession plans for closely held businesses and investments.
• Address cross-border and international estate planning issues.
• Coordinate with tax, corporate, real estate, and litigation partners.

Connaissances

Partner-level experience

Collaborative mindset

Entrepreneurial approach

Cross-border experience

Formation

Juris Doctor (JD)

Description du poste

Trusts & Estates Partner (Remote) -R

$400k to $700k

Seeking a Trusts & Estates Partner to join and further expand its private wealth and family office practice. This role is intended for an established trusts and estates lawyer with a sophisticated, high-net-worth client base who is interested in growing within a collaborative national platform. The firm is intentionally focused on bespoke, high-value planning rather than mass-market wills and trusts. The incoming partner will work alongside highly regarded private wealth practitioners across multiple offices and will have access to deep internal support in tax, corporate, real estate, and litigation. This position offers the opportunity to provide holistic legal counsel to clients whose wealth planning needs are complex, multi-jurisdictional, and multi-generational.

Key Responsibilities

• Lead and grow a partner-level trusts and estates practice

• Advise high-net-worth and ultra-high-net-worth individuals and families on complex estate, gift, and wealth transfer planning
• Structure and advise family offices and private investment entities
• Counsel clients 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 closely with tax, corporate, real estate, and litigation partners to deliver integrated client solutions
• Build and maintain long-term advisory relationships with clients and their professional advisors

Work Experience

• $750K+ portable book of business
• Partner-level (or senior counsel with clear partner trajectory) experience in Trusts & Estates
• A practice focused on high-net-worth and ultra-high-net-worth individuals, not high-volume or commoditized estate planning
• 8+ years of experience as a partner-level attorney in entertainment law.
• Geographic presence or client base in key private wealth markets (Florida, Texas, New York, California)
• Experience with clients whose needs cross into other practice areas.
• Demonstrated experience with complex estate and wealth transfer planning
• Collaborative mindset, interested in cross-selling with other partners.
• Entrepreneurial approach to growing their legal practice.

Preferred

• Family office or private investment structure experience
• Cross-border or international estate planning experience
• Existing relationships with accountants, wealth managers, or financial advisors

Education

• Juris Doctor (JD) from an accredited law school.