Wealth Management Partner

William James Recruitment; Boston (MA); Hybrid; USD 140,000 - 230,000; Full time

Benefits offered by this job

Life Insurance

Paid Time Off

Hybrid work

Job summary

Wealth management opportunity in Boston for a partner-level estate planning attorney. The role focuses on sophisticated estate planning and gift tax analysis, serving ultra-high net worth clients through a high-touch multi-family office.

The candidate will draft documents, advise on lifetime gifts, and manage estate and trust matters while coordinating with in-house investment and trust professionals. The position offers a hybrid working arrangement and negotiable salary depending on experience.

Qualifications

• Minimum of three years of experience in sophisticated estate planning and gift and estate tax analysis.
• Excellent professional judgment and strong tax drafting skills.
• Experience advising ultra-high net worth clients and coordinating with investment and trust professionals.

Responsibilities

• Develop long-term estate planning strategies.
• Draft necessary estate planning documents.
• Advise on lifetime gifts.
• Manage estate and trust administration matters.
• Collaborate with in-house investment and trust professionals.

Skills

Estate planning

Gift tax analysis

Tax drafting

Job description

This is an exciting opportunity for a sophisticated Wealth Management Partner to join a highly ranked practice in Boston, the firm are known for their exceptional client service and expertise.

Our client is is seeking an experienced Estate Planning Attorney to join their high-touch multi-family office, providing tailored estate, philanthropic, and tax planning services to ultra-high net worth clients.

The ideal candidate will have a minimum of three years of experience in sophisticated estate planning and gift and estate tax analysis, demonstrating excellent professional judgment and strong tax drafting skills. Responsibilities include developing long-term estate planning strategies, drafting necessary documents, advising on lifetime gifts, and managing estate and trust administration matters while collaborating with in-house investment and trust professionals.

• Focus on sophisticated estate planning and gift and estate tax analysis.
• Help some of the world's wealthiest families navigate financial affairs through estate and gift tax planning, collaborating with our team of in-house investment and trust administration professionals.
• Work with ultra-high net worth clients on various sophisticated wealth planning issues, including:
• Drafting estate planning documents
• Advising on lifetime gifts
• Handling estate and trust administration matters
• Assisting with advising family businesses and charitable organizations

• Salary bracket is negotiable, depending on experience/following
• Hybrid working arrangement
• Life Insurance
• Paid Time Off